This role is within the management reporting function within investment reporting. Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed, specifically for quarter-end and budget/medium term plan reporting.

Responsibilities:

  • Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.

  • Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge.

  • Respond to requests received from management and other departments.

  • Understands the flow of information and uses that knowledge to troubleshoot problems.

  • Participates in monthly accounting processes to ensure accuracy and completeness of financial records.

  • Explains to others how analysis was produced and or reported.

  • Updates financial reports/models for forecasting, trending and results analysis.

  • Supports client reporting needs including client performance and compensation.

  • Assists with project work and may serve as a member of divisional project team.

  • Responsible for adherence to the company's framework of internal controls.

  • Improve procedures, update and organize documentation of reporting and planning processes.


Qualifications:

  • Bachelor’s degree in Accounting or Finance and/or equivalent work experience.

  • Up to 2 years of experience, with degree.

  • Advanced computer skills.


Preferred Qualifications:

  • Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).

  • Background with Clearwater and Oracle tools preferred 

Working Conditions:

  • Hybrid (Tuesday - Thursday in office)

  • Fast-paced, deadline-driven environment. 

  • Minimal to occasional travel may be required.

Location:

  • Cedar Rapids, IA

Compensation:

  • The Salary for this position generally ranges between $53,000 - $65,000 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.

#LI-BD1

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.

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.