Senior Financial Analyst - Transamerica Asset Management

Job Family

About Us 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment— onefocused on helpingpeople look forward and plan for the best life possible whileproviding tools and solutions that make it easier to get there. 

Who We Are 

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from allwalks of life.  

Today,we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most ofwhat’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

Transamerica is organizedinto three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments,comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks oflong term care, universal life, and variable and fixed annuities. These are supported byTransamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

Transamericaemploysnearly 7,000 people.It’s part of Aegon, an integrated, diversified, international financial services group servingapproximately23.9 million customersworldwide.* For more information, visittransamerica.com.  

Job Description Summary

Job Description

PLEASE NOTE: This is a hybrid role, where the employee is expected to work a hybrid schedule in our Cedar Rapids, IA, office.

Responsibilities:

• Extracts financial data from various accounting and information systems to perform appropriate analyses.

• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.

• Determines appropriate methodology to prepare information for use by others.

• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.

• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.

• Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.

• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.

• Participates on project teams or leads project teams.

• May participate in due diligence activities.

• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

• Offers leadership and direction to others. May supervise others.

• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

• Responsible for adherence to the company's framework of internal controls.

Required Qualifications:

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.

• Minimum of 5 years experience, with degree.

• Advanced computer skills.

Preferred Qualifications:

• Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).

• Ability to effectively communicate orally and in writing, ability to handle multiple projects, has a customer service approach, willing to take on new projects, and analytical.

• Work effectively individually and within a team; organizational and prioritization skills.

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than an Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

#LI-Hybrid

What We Offer  

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

Inclusion & Diversity  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

Giving Back  

We believe our responsibilities extend beyond our corporate walls. That's why we created theAegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

Transamerica’s Parent Company  

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:Helping people live their best lives.As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023