Financial Analyst – Investment Reporting

Job Description

Financial Analyst – Investment Reporting (Hybrid) | Transamerica

The Tone:
This is a hybrid role at Transamerica, located in Cedar Rapids, IA. Transamerica, part of an integrated, diversified, international financial services group with nearly 7,000 employees serving approximately 23.9 million customers worldwide, builds insurance, retirement, and investment solutions. The company aims to help people achieve financial freedom and live their best life, fostering an environment that balances careers with personal interests and rewards hard work and personal accountability. This role is crucial within the management reporting function for investment reporting, ensuring accurate financial analysis and reporting that supports key quarter-end and strategic planning activities.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Cedar Rapids, IA
• Pay: $53000–$65000 yearly
• Team: Management reporting function within investment reporting
• Mission: Apply financial analysis knowledge and judgment to perform accounting, financial reporting, and analysis for quarter-end and budget/medium term plan reporting.
• Tech Stack: Clearwater, Oracle

What You’ll Actually Do
• Financial Analysis: Perform professional financial analysis by extracting, compiling, consolidating, and analyzing financial data from various accounting and information systems.
• Reporting and Verification: Analyze, test, and verify compiled financial information for correctness and reasonableness, updating financial reports and models for forecasting, trending, and results analysis, and explaining how analyses were produced.
• Process Management: Participate in monthly accounting processes to ensure accuracy and completeness of financial records, troubleshoot problems related to information flow, and contribute to improving procedures and organizing documentation of reporting and planning processes.
• Stakeholder Support: Respond to requests from management and other departments, and support client reporting needs including client performance and compensation.
• Compliance & Projects: Ensure adherence to the company’s framework of internal controls and assist with project work, potentially serving as a member of divisional project teams.

The Must-Haves
• Background: Bachelor’s degree in Accounting or Finance or equivalent work experience.
• Experience: Up to 2 years of experience with a degree.
• Skills: Advanced computer skills, solid knowledge of accounting/financial areas such as investments, insurance products, or premium.
• Bonus: Background with Clearwater and Oracle tools.