Lead Financial Analyst - Legal Entity Accounting & Reporting

Job Family

Finance - General

Job Description Summary

The Lead Financial Analyst is responsible for the U.S. GAAP accounting, analysis and financial reporting of assigned legal entities and holding companies within a complex corporate structure. This role serves as the primary contract for assigned entities, ensuring accurate financial reporting, compliance with accounting policies and providing timely and accurate support of consolidated financial statement preparation. This position partners closely with the Consolidation, External Reporting, Treasury and FP&A teams, as well as external auditors, while driving forward process improvements and mentoring less experienced team members.

Job Description

Responsibilities

• Serve as the primary accounting and reporting lead for assigned legal entities and holding companies.

• Prepare and review quarterly and annual financial statements, reporting packages and supporting analysis.

• Prepare journal entries, account reconciliations, variance analysis and supporting accounting for various legal entity specific transactions.

• Support the consolidated financial reporting process and ensure the accuracy and completeness of legal entity results.

• Coordinate and support annual audits, regulatory filings and other statutory reporting requirements, as applicable.

• Partners with cross-functional teams to ensure strategic initiatives, capital transactions, restructurings, etc. are appropriately recorded at the legal entity level.

• Identify opportunities to improve processes, strengthen controls, and enhance reporting efficiency.

• Provide guidance and mentorship to analysts and other team members, as appropriate.

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

• Strong understanding of GAAP and U.S. Statutory accounting principles

• Advanced analytical, problem solving, and Excel skills

• CPA / advanced degree

• Experience within the insurance or financial services industry

• Experience supporting complex, international accounting and reporting environments

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

• Fast- paced deadline- driven office environment.

• Occasional Travel <10%

The Salary for this position generally ranges between $97,000 - $129,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) 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 the Company’s discretion.

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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.

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

• 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, 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. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. 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.

* As of December 31, 2023