Lead Financial Analyst jobs in United States
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Transamerica · 6 hours ago

Lead Financial Analyst

Transamerica is a financial services company committed to helping people live their best lives. The Lead Financial Analyst will serve as a key member of the Capital Financial Planning and Analysis team, providing analysis and insights into capital generation results.

Financial ServicesImpact InvestingInsurance
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H1B Sponsor Likelynote

Responsibilities

Demonstrate technical expertise on capital reporting, functioning as a subject matter expert
Serve as a key contributor to development of management reporting and detailed analytical reporting
Utilize subject matter expertise to participate in large cross-functional projects
Deliver a high level of financial analysis understanding to aid in solving problems in unique ways
Create communications for complex messages to a variety of audiences at the strategic and operational levels
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
Offers leadership and direction to others
Exhibits a thorough understanding of business and analysis concepts
Recommends changes to processes to improve and achieve greater efficiencies
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company
Responsible for adherence to the company's framework of internal controls

Qualification

Capital reporting expertiseFinancial analysisAccounting knowledgeAdvanced computer skillsSupervisory experienceAnalytical skillsEffective communicationOrganizational skills

Required

Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 8 years experience, with degree
Advanced computer skills

Preferred

1 year supervisory experience
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
Willingness to take on new projects
Customer service approach
Highly analytical
Work effectively individually and within a team
Organizational and prioritization skills
Effective judgment; address employee issues on a timely basis

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
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