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Senior Financial Analyst - Transamerica Asset Management
senior · Asset Management
PLEASE NOTE: This is a hybrid role, where the employee is expected to work a hybrid schedule in our Cedar Rapids, IA, office.
Responsibilities:
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.
Required Qualifications:
Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum of 5 years experience, with degree.
Advanced computer skills.
Preferred Qualifications:
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, has a customer service approach, willing to take on new projects, and analytical.
Work effectively individually and within a team; organizational and prioritization skills.
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Transamerica Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than an Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
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