Job Family
Finance - 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 Summary
This position is within the Business Systems Support team in Investment Reporting and will be responsible for utilizing financial accounting and data knowledge along with project management skills to analyze and support business processes and applications related to asset data.
Job Description
Responsibilities
- Extracts financial and attribute data from core accounting system to perform appropriate analyses.
- Manages accounting system-related projects & initiatives with both internal & external parties.
- Oversees portfolio account setup & maintenance across multiple systems.
- Aids in daily/monthly data quality checks to ensure financial accuracy.
- Determines appropriate medium to present findings for use by others.
- Exhibits a thorough understanding of business and analysis concepts.
- Develops an understanding of monthly & quarterly accounting processes.
- Partner with management and stakeholders to collaboratively define gaps and identify opportunities for improvement.
- Collaborate with IT teams (onshore & offshore) to ensure solutions presented fit the business need. Act as liaison between Investment Reporting and IT to facilitate understanding of business requirements.
- Understands the flow of information, financial systems, and appropriate reporting tools and uses that knowledge to resolve system support queries and recommend solutions to complex problems.
- Act as a change agent to facilitate a culture that is innovative, accountable, and embraces change.
- Demonstrated ability to solve complex problems in creative ways.
- Significant initiative and independent judgment required.
- Exhibits leadership skills; mentors employees across teams; may offer direction to others.
- Responsible for adherence to the company's framework of internal controls.
Qualifications
- Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
- Minimum of 8 years experience, with degree.
- Advanced computer skills.
Preferred Qualifications
- 1-3 years of supervisory experience or experience leading project teams.
- Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
- Affinity for project management and ability to successfully lead teams without direct supervisory ownership.
- Experience querying datasets/databases to create repeatable reporting solutions.
- Customer-oriented with demonstrated communication skills both orally and written across all levels of the organization.
- Ability to handle multiple projects.
- Work effectively individually and within a team.
- Organizational and prioritization skills, effective judgment.
- Prior experience with Clearwater Analytics Investment Accounting system a plus.
Working Conditions
- Fast paced deadline-driven.
- Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.
Compensation
The Salary for this position generally ranges between $88,000 - $105,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.
What We Offer
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- 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
- 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.
Giving Back
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.
For more information, visit Aegon Transamerica Foundation.
Transamerica’s Parent Company
Aegon 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.
