Financial Reporting Analytics Internship

Job Description

About Transamerica:

Transamerica is a financial services company offering insurance, retirement, and investment solutions. Founded over a century ago, it serves millions of customers worldwide and employs nearly 7,000 people. Part of Aegon, an international financial services group, Transamerica operates through three main business units: 1) World Financial Group (including Transamerica Financial Advisors); 2) Protection Solutions and Savings & Investments (life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions); and 3) Financial Assets (legacy blocks of long-term care, universal life, and variable and fixed annuities). These are supported by Transamerica Corporate, encompassing Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs (Communications, Brand, and Government and Policy Affairs). The company emphasizes a commitment to diversity, inclusion, and community involvement.

Job Description: Financial Reporting Analytics Internship

This internship provides hands-on experience working alongside Transamerica’s finance team on business-critical projects. Interns will apply classroom knowledge to real-world challenges, working independently and collaboratively. The role reports to a manager and involves interaction with various finance leaders and team members.

Responsibilities:

• Utilize multiple financial tools to conduct various analyses.
• Proactively identify and resolve problems, seeking assistance when needed.
• Adhere to the company’s internal controls framework.
• Conduct business process and data analysis to align high-level requirements with business initiatives.
• Create “as is” and “current state” documentation in written and graphical formats (flowcharts).
• Elicit business and systems requirements.
• Develop new or revised processes and procedures.
• Analyze business unit requests, document requirements, and work with technical staff to identify solutions and communicate business/system impacts.
• Analyze business data and transformation rules; prepare documentation for technical teams.
• Participate in project teams, providing business and data analysis on moderately complex information systems, including documenting business/system requirements and data transformation rules.
• Conduct research and analysis to quantify business opportunities and develop recommendations for management.
• Utilize project management methodologies to support systems development.
• Provide test scenarios or criteria based on business and systems analysis; potentially review test plans and matrices.
• Serve as a liaison between business units and other teams during requirements gathering.

Qualifications:

• Currently enrolled in a college or university pursuing a degree in accounting, finance, business analytics, or a related analytical field. (Internships are not available for graduates).
• Working knowledge of Microsoft Office Suite (Word, PowerPoint, Excel).
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.
• Analytical and problem-solving skills.

Preferred Qualifications:

• Knowledge of AWS (Amazon Web Services).
• Experience and knowledge of Power BI, Tableau, or Amazon QuickSight.