Lead Specialist, Financial Analysis - Group Consolidation

Posted 20 Days Ago
Be an Early Applicant
4 Locations
In-Office
128K-170K Annually
Expert/Leader
Fintech • Insurance
The Role
Senior technical leader for global consolidation and corporate reporting. Lead preparation, review, and analysis of consolidated financial reports; partner with domestic and international finance teams on accounting policies, consolidation adjustments, eliminations, and ownership changes; maintain reporting documentation, evaluate controls and processes, support auditors, and communicate analyses on financial results and emerging reporting issues.
Summary Generated by Built In

Job Family

Finance - General

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

 

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life 

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description Summary

Serve as senior technical leader within the Global Consolidation and Corporate Reporting organization. Apply advanced accounting, reporting, and financial analysis expertise to support complex consolidation activities, enterprise reporting requirements, and strategic initiatives. Act as a recognized subject matter expert and trusted advisor on financial reporting processes, consolidation matters, and reporting requirements across a multinational operating environment.

Job Description

Responsibilities

  • Lead the preparation, review, and analysis of consolidated financial reporting deliverables.

  • Partner with domestic and international finance organizations to support consistent application of accounting policies and reporting requirements.

  • Review and analyze accounting and reporting matters related to investments in subsidiaries and other legal entities, including consolidation adjustments, eliminations, ownership changes, and organizational structure impacts.

  • Lead development and maintenance of reporting instructions, reporting requirements, and related reporting documentation.

  • Evaluate reporting processes and controls, recommending enhancements that improve quality, efficiency, and transparency.

  • Support interactions with internal and external auditors, including preparation of technical analyses and supporting documentation.

  • Develop analyses and communications related to financial results, reporting matters, and emerging issues.

  • Act as a process owner, as needed, to ensure top performance in a control environment.

Qualifications

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

  • Expert knowledge of accounting/finance

  • Analytical and problem-solving skills

  • Strategic thinker able to communicate on business/market and legislative issues at a macro level

  • Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information

  • Excellent written/oral communication and presentation skills to provide complex information to diverse audiences

  • Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

  • •CPA/advanced degree

  • Experience within the insurance or financial services industry.

  • Experience supporting multinational reporting environments.

  • Experience in preparing technical accounting analyses and position papers.

Working Conditions

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

The Salary for this position generally ranges between $128,000 - $170,000 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


Skills Required

  • Bachelor's degree in accounting or finance, or equivalent experience
  • Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
  • Expert knowledge of accounting/finance
  • Analytical and problem-solving skills
  • Strategic thinker able to communicate on business/market and legislative issues at a macro level
  • Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
  • Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
  • Advanced computer skills in MS Office, Excel and financial business systems
  • CPA or advanced degree
  • Experience within the insurance or financial services industry
  • Experience supporting multinational reporting environments
  • Experience in preparing technical accounting analyses and position papers

Transamerica Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Transamerica and has not been reviewed or approved by Transamerica.

  • Retirement Support A company-funded pension alongside a 401(k) match creates a stronger-than-typical foundation for long-term savings. Feedback suggests this retirement depth elevates total rewards even when base pay is described as only “okay.”
  • Leave & Time Off Breadth Paid time off begins around four weeks in year one with about ten paid holidays and dedicated volunteer PTO. This breadth helps the overall package feel more competitive early in tenure.
  • Healthcare Strength Multiple medical plan options with recognized carriers are available, and the employer pays the majority of premiums. HSAs/FSAs and dependent care FSAs expand coverage flexibility across locations.

Transamerica Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Baltimore, MD
13,844 Employees
Year Founded: 1904

What We Do

Life is about more than just money. That’s why Transamerica is committed to helping people make the wealth and health connection—it’s a whole new way of looking at everything that can affect your finances and how the little steps we take today can have a big impact tomorrow. We know that helping people achieve financial security today goes beyond that. For that reason, we will share academic, industry, and independent research so we can all work towards living better, longer. Be Well. Build Wealth.

Similar Jobs

Sierra Space Logo Sierra Space

Material Planner II

Aerospace • Hardware • Information Technology • Robotics • Defense • Utilities
In-Office
Broomfield, CO, USA
1600 Employees
73K-101K Annually

Sierra Space Logo Sierra Space

Material Planner I

Aerospace • Hardware • Information Technology • Robotics • Defense • Utilities
In-Office
Broomfield, CO, USA
1600 Employees
61K-84K Annually

Sierra Space Logo Sierra Space

Systems Engineer

Aerospace • Hardware • Information Technology • Robotics • Defense • Utilities
In-Office
2 Locations
1600 Employees
119K-164K Annually

DraftKings Logo DraftKings

Community Associate

Digital Media • Gaming • Information Technology • Software • Sports • Esports • Big Data Analytics
Remote or Hybrid
United States
6400 Employees
56K-70K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account