Senior Financial Analyst jobs in United States
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Transamerica · 4 hours ago

Senior Financial Analyst

Transamerica is a financial services company focused on helping individuals plan for their financial futures. The Senior Financial Analyst will support Derivative & Securities Operations Accounting, performing financial reporting and analysis functions while ensuring the accuracy of financial records.

Financial ServicesImpact InvestingInsurance
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H1B Sponsor Likelynote

Responsibilities

Oversight, review, and approval of Reconciliations
Oversight, review and monitoring of suspense balances
Monthly accounting processes to ensure accuracy and completeness of financial records by preparing journal entries with primary focus on derivatives but not limited to
Monthly reconciliations from source back to general ledger
Extract financial and attribute data from core accounting system to trouble-shoot and resolve cash payment discrepancies
Core system integrity and data quality in accordance with accounting policy and processing procedures
Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system
Work directly with the vendor and stakeholder to resolve process exceptions
Understand the flow of information and use that knowledge to troubleshoot problems

Qualification

AccountingFinancial ReportingFinancial AnalysisAdvanced Computer SkillsCommunication SkillsCustomer ServiceAnalytical SkillsPrioritization SkillsOrganizational SkillsTeamwork

Required

Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 5 years experience, with degree
Advanced computer skills

Preferred

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, customer service approach, willingness to take on new projects, analytical
Work effectively individually and within a team; organizational and prioritization skills

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
College Coach 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

Company

Transamerica

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Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

H1B Sponsorship

Transamerica has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)

Funding

Current Stage
Late Stage
Total Funding
unknown
1999-02-19Acquired

Leadership Team

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Will Fuller
Chief Executive Officer
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Andrew Yorks
Chief Investment Officer
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Company data provided by crunchbase