Senior Financial Analyst

Job Family

Finance - General

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.

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 all walks 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 of what’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.

Transamerica is organized into 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 of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica 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.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.
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This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will be responsible for analyzing financial data to support Management and Regulatory reporting, troubleshooting complex issues, and driving process improvements.

• Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals.

• Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Candidate will be responsible for daily review of activity and performance and be able to field questions regarding accounting results calculated by the system.

• Extract financial and attribute data from core accounting system to troubleshoot and resolve complex issues or discrepancies.

• Assists with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis.

• Analyzes financial data to define and interpret relevant information for the purpose of explaining past financial performance and/or projecting future results.

• Demonstrates a thorough understanding of the business to proactively develop both standardized and ad‑hoc financial reports for senior leadership.

• Recommends process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts.

• Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholders’ needs.

• May participate in and/or lead project teams.

• Accountable for maintaining a positive, proactive relationship with internal customers.

• Responsible for…