Lead Financial Analyst – Capital Reporting

Transamerica

. Serve as a subject matter expert in capital reporting, providing technical expertise and insight into capital generation results .

Posted 10/26/2026full-timeUnited StatesSenior💰 $94,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in capital reporting and financial analysis, with a strong ability to communicate complex financial information effectively. Proven leadership in managing processes and guiding junior staff while ensuring adherence to internal controls.

Highest-signal resume keywords

Capital Reporting ExpertiseFinancial AnalysisLeadership and DirectionProcess ImprovementAdvanced Computer 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 ExtractionComplex Problem SolvingAnalytical SkillsAccounting KnowledgeFinancial Performance AssessmentProject ManagementInternal Control AdherenceDetail OrientationInvestment KnowledgeInsurance Products Knowledge

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationOrganizational SkillsCustomer Service MindsetTeam Collaboration

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in Finance

Industry Keywords

Capital GenerationManagement ReportingCross-Functional ProjectsFinancial Questions ResolutionBusiness Issue Resolution

About the role

Key responsibilities & impact

Serve as a subject matter expert in capital reporting, providing technical expertise and insight into capital generation results
Contribute to management reporting and detailed financial analyses
Apply subject matter expertise to large cross-functional projects
Resolve complex financial questions by clarifying problems, evaluating options, and developing practical solutions
Communicate complex financial information to strategic and operational audiences
Extract financial data from accounting and information systems
Analyze financial data to assess past performance and project future results
Provide leadership and direction to junior-level staff and review their work
Own assigned processes end-to-end, from planning and coordinating inputs through analysis, review, and timely delivery
Recommend process improvements to increase efficiency
Collaborate across departments and divisions to resolve business issues and support company objectives
Adhere to the company’s internal control framework

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance and/or equivalent work experience
Minimum of 8 years experience, with degree
Advanced computer skills
One year of supervisory experience (preferred)
Solid knowledge of accounting or finance in areas such as investments, insurance products, or premiums (preferred)
Strong verbal and written communication skills (preferred)
Strong organizational and prioritization skills, with the ability to manage multiple projects (preferred)
Customer service mindset (preferred)
Strong analytical skills and sound judgment, with the ability to navigate ambiguity and develop solutions without an established process (preferred)
Keen attention to detail, including the ability to identify errors and inconsistencies when reviewing others’ work (preferred)
Ability to work effectively independently and as part of a team (preferred)
Ability to address employee issues in a timely manner (preferred)

Benefits

Comp & perks

Annual bonus based on the Company Bonus Plan/Individual Performance
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, including 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