Senior Financial Analyst

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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—one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Finance – General

Performs accounting, financial reporting and analysis functions for the Investment Reporting team within the Finance department. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.

• Extract financial data from various accounting and information systems to perform appropriate analyses, focusing on alternative asset and expected credit losses for the entire investments portfolio.
• Analyze financial data, define relevant information, and interpret data to determine past performance and project future financial results, partnering with risk and asset managers.
• Determine appropriate methodology to prepare information for use by others.
• Interpret financial transactions and events for users and offer recommendations for economic or business decisions.
• Proactively develop financial reports and complex models for forecasting, trending, and results analysis.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Lead project teams or participate in project teams, including implementation of Clearwater Analytic’s LPx tool and GAAP reporting enablement.
• Participate in due diligence activities.
• Work effectively with other departments/divisions to resolve business issues.
• Offer leadership and direction to others, and may supervise.
• Apply broad knowledge of concepts and principles with independent judgment and minimal guidance.
• Adhere to the company’s framework of internal controls.

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 5 years of experience.
• Advanced Excel skills.

• Solid knowledge of accounting/financial areas, especially investments and alternative assets.
• Background with Oracle and Clearwater tools.
• Effective communication skills, ability to handle multiple projects, customer service approach.
• Teamwork and organizational prioritization skills.

• Hybrid (Tuesday – Thursday).
• Fast‑paced, deadline‑driven office environment.
• Occasional travel.

The salary for this position generally ranges between $78,000–$98,000 annually.

Additionally, this position is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. For accommodations, contact HR Business Partner.

• Compensation Benefits:
  Competitive pay, bonus for eligible employees.
• Benefits Package:
  Pension plan, 401(k) 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; 10 paid holidays per year;
  Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars;
  Parental leave—fifteen (15) days of paid parental leave per calendar year for eligible employees;
  Adoption assistance;
  Employee Assistance Program;
  College Coach Program;
  Back‑Up Care Program; PTO for volunteer hours;
  Employee matching gifts program;
  Employe…