Lead Specialist, Financial Analysis External Reporting

External Reporting Group Subject Matter Expert

Serve as a top subject matter expert within the External Reporting group performing accounting, financial reporting and analysis functions in the preparation and filing of financial reports with the Securities and Exchange Commission (SEC). Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity and accuracy of SEC filings.

Responsibilities

• Utilize subject matter expertise to lead the preparation, review, and filing of periodic SEC filings, including Forms 10-K, 10-Q, 8-K and other required filings. Coordinate the timely submission of filings within regulatory deadlines.
• Review and perform analytics in the preparation of financial statements to ensure consistency and accuracy across all financial statements and disclosures in accordance with U.S. GAAP and SEC regulations. Ensure accuracy of eXtensible Business Reporting Language (XBRL) tagging in financial statements.
• Deliver a higher level of financial reporting expertise to aid in solving problems in unique ways.
• Lead interactions with external auditors, including managing audits, addressing auditor inquiries and providing proper documentation for disclosures.
• Collaborate with management to maintain and enhance disclosure controls and procedures to ensure high-quality reporting. Act as a processes owner to support and ensure compliance with Sarbanes-Oxley (SOX) requirements.
• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels including determining and communicating SEC reporting calendar and project timelines.
• Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

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 strongly preferred/advanced degree
• Extensive knowledge of SEC reporting, U.S. GAAP, and XBRL
• 6-10+ years of experience in SEC reporting and regulations.
• Proven ability to manage deadlines in a fast-paced, high-pressure environment.
• Experience working with Workiva and other financial reporting software.

Working Conditions

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

The Salary for this position generally ranges between $128,000 - $161,000 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 offernot 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