Aegon Asset Management Senior Financial Analyst in Cedar Rapids, Iowa
Job FamilyFinance - General
Who We Are
Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.
What We Do
Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).
Job Description SummaryPerforms accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.Job Description
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.
Determines appropriate methodology to prepare information for use by others.
Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.
Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
Participates on project teams or leads project teams.
May participate in due diligence activities.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
Offers leadership and direction to others. May supervise others.
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.
Responsible for adherence to the company's framework of internal controls.
Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum of 5 years experience, with degree.
Advanced computer skills.
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.
Fast paced deadline-driven office environment.
Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules and other compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. *
The Salary for this position generally ranges between $71,000 - $94,000 annually. This range is an estimate, based on potential qualifications and operational needs.
This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .
Bonus for Eligible Em ployees
Employee Stock Purchase Plan
Stock Purchase Plan
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
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
Peer Recognition Program (BRAVO)
Inclusion & Diversity
Transamerica has made a strong commitment to inclusion and diversity, and we are proud to be an organization where all perspectives are valued. Transamerica has earned recognition for its strong efforts year-over-year, including from the Human Rights Campaign’s Foundation Corporate Equality Index, the Diversity Best Practices Inclusion Index, and Seramount’s “100 Best Companies” list.
In addition, as part of Transamerica’s commitment to maintaining an inclusive workplace, the company sponsors employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees and provide a supportive environment for raising diversity awareness and promoting inclusive behavior.
Transamerica believes our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a combination of financial grants and the volunteer commitment of our employees, this foundation supports nonprofit organizations focused on the education, health, and well-being of the communities where we live and work.
Transamerica’s Parent Company
Aegon (http://www.aegon.com/) acquired the Transamerica business in 1999. Aegon’s roots go back more than 175 years to the first half of the nineteenth century. Since then, Aegon has grown into an international company, with businesses in the Americas, Europe, and Asia. Today, Aegon is one of the world’s leading financial services organizations, providing life insurance, pensions, and asset management. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
Transamerica | Protecting Your Wealth and Health since 1906 (https://www.transamerica.com/)
Aegon Group Corporate Website | Aegon
Transamerica Leadership - Standing For Financial Innovation Since 1906 | Transamerica (https://www.transamerica.com/why-transamerica/leadership)
At Transamerica, hard work, innovative thinking and personal accountability are qualities that we honor and reward. We understand the potential that is unleashed by 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 focused on helping customers secure their long-term financial futures.
Transamerica is a part of AEGON, an international life insurance, pension, and asset management company. The AEGON companies employ approximately 28,000 people and have a strong presence in more than 20 countries across the globe. For more information, visit www.transamerica.com.