Intermediate Financial Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Transamerica · 6 hours ago

Intermediate Financial Analyst

Transamerica is a financial services company that has been serving customers for over a century. The Intermediate Financial Analyst role involves performing accounting and financial reporting functions, applying financial analysis knowledge to moderately complex activities, and ensuring the accuracy of financial records.

Financial ServicesImpact InvestingInsurance
check
H1B Sponsor Likelynote

Responsibilities

Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data
Analyzes financial data and brings issues to the attention of the appropriate person
Determines appropriate methodology to prepare information for use by others
Participates in monthly accounting processes to ensure accuracy and completeness of financial records by preparing journal entries and performing general ledger reconciliations
Interprets financial transactions and events for users who must make economic or business decisions
Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements
Develops financial reports/models for forecasting, trending and results analysis
Supports client reporting needs including client performance and compensation
Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems
Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity
Responsible for adherence to the company's framework of internal controls

Qualification

Financial analysisAccountingAdvanced computer skillsFinancial reportingAnalytical skillsCommunication skillsOrganizational skillsTeamwork

Required

Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum 3 years of experience, with degree
Advanced computer skills

Preferred

Working knowledge of 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

company-logo
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

leader-logo
Will Fuller
Chief Executive Officer
linkedin
leader-logo
Andrew Yorks
Chief Investment Officer
linkedin
Company data provided by crunchbase