Intermediate Financial Analyst

Transamerica

. Extract financial data from various accounting and information systems .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $64,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial data analysis, reporting, and forecasting, with a strong foundation in accounting principles and practices. Capable of collaborating with cross-functional teams while adhering to internal controls and enhancing financial processes.

Highest-signal resume keywords

Financial Data AnalysisFinancial ReportingAccounting PrinciplesAdvanced Computer SkillsAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Data ExtractionData ConsolidationFinancial ModelingForecastingReporting ToolsInformation Systems KnowledgeMethodology DevelopmentProblem TroubleshootingInternal ControlsFinancial Transactions Interpretation

Soft Skills

Effective CommunicationOrganizational SkillsPrioritization SkillsTeam CollaborationWillingness to Learn

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in Finance

Industry Keywords

InvestmentsInsurance ProductsPremium AnalysisFinancial Area Knowledge

About the role

Key responsibilities & impact

Extract financial data from various accounting and information systems
Compile, consolidate, and analyze financial data
Analyze financial data and bring issues to the appropriate person’s attention
Determine appropriate methodology to prepare information for use by others
Work alongside actuaries and accounting groups such as investments and company consolidation teams
Interpret financial transactions and events for economic or business decision-makers
Participate in assigned work, projects, and process enhancements
Develop financial reports and models for forecasting, trending, and results analysis
Troubleshoot problems using knowledge of information flows, financial systems, and reporting tools
Apply fundamental concepts to moderately complex assignments with limited oversight
Recommend changes to procedures
Adhere to the company’s framework of internal controls

Requirements

What you’ll need

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, or premium
Ability to effectively communicate orally and in writing
Ability to handle multiple projects
Willingness to learn new processes and new systems
Analytical skills
Ability to work effectively individually and within a team
Organizational and prioritization skills

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
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
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