Intermediate Financial Analyst – Investments

Transamerica

. Handle monthly accounting processes to ensure accuracy and completeness of financial records .

Posted 10/8/2026full-timeUnited StatesMid-LevelSenior💰 $64,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in accounting processes, financial reporting, and data analysis, with a strong focus on maintaining data integrity and compliance with regulatory standards such as IFRS and US GAAP. Proven ability to collaborate with stakeholders and develop financial reports that support strategic decision-making.

Highest-signal resume keywords

Accounting ProcessesFinancial ReportingData AnalysisRegulatory ComplianceProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Journal EntriesFinancial ReconciliationData Quality ManagementFinancial Reporting StandardsClearwater AnalyticsStatutory ReportingIFRSUS GAAPFinancial Data AnalysisAdvanced Computer Skills

Soft Skills

Effective CommunicationCustomer ServiceAnalytical SkillsOrganizational SkillsTeam Collaboration

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in Finance

Industry Keywords

Financial RecordsSuspense BalancesInternal ControlsProcess DocumentationProject Management

About the role

Key responsibilities & impact

Handle monthly accounting processes to ensure accuracy and completeness of financial records
Prepare journal entries, monitor suspense balances, and approve reconciliations
Maintain core accounting system integrity and data quality in accordance with accounting policy and procedures
Review daily activity and performance and answer questions regarding accounting results calculated by the system
Extract financial and attribute data from Clearwater Analytics to troubleshoot and resolve complex issues or discrepancies
Assist with regulatory financial reporting on a Statutory, IFRS, and/or US GAAP basis
Analyze financial data to explain past performance and project future results
Develop standardized and ad-hoc financial reports for senior leadership
Recommend process improvements, document business requirements, and participate in testing
Collaborate with vendors, stakeholders, and internal partners to identify and resolve needs
Participate in and/or lead project teams
Maintain positive, proactive relationships with internal customers
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, such as investments, insurance products, or premium
Ability to effectively communicate orally and in writing
Ability to handle multiple projects
Customer service approach
Analytical skills
Ability to work effectively individually and within a team
Organizational and prioritization skills
Occasional travel <10%

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