Intermediate Financial Analyst

January 1

🇺🇸 United States – Remote

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🌾 Iowa – Remote

Although this job is listed in Iowa, this company may be open to hiring remote in other states.

+1 more states

⛰️ Colorado – Remote 🌾 Iowa – Remote 🦀 Maryland – Remote

💵 $60k - $70k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

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Transamerica

WebsiteLinkedInAll Job Openings

Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

Description

• Performs accounting, financial reporting and analysis functions. • Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex. • 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. • 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.

Requirements

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