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Lead Specialist, Financial Analysis
Transamerica. Perform and coordinate monthly and quarterly management reporting .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, reporting, and strategic planning within regulated industries, utilizing advanced analytics tools and methodologies. Proficient in managing financial data integration, governance, and compliance with SOX processes.
Highest-signal resume keywords
Financial AnalysisUS GAAP KnowledgePower BI ProficiencyData WarehousingSOX Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingBudgetingForecastingData IntegrationAnalytical SkillsStrategic ThinkingProcess AutomationRoot-Cause AnalysisFinancial Business SystemsEmerging Technologies
Soft Skills
Communication SkillsOrganizational SkillsProblem SolvingCollaborationKnowledge Sharing
Tools & Technologies
Power BIOracleAWSMS OfficeExcel
Certifications & Qualifications
CPAMBA
Industry Keywords
InsuranceFinancial ServicesInvestment ManagementCapital-Sensitive IndustryGoverned Dashboards
Tech Stack
Tools & technologiesAWSOracle
About the role
Key responsibilities & impact- Perform and coordinate monthly and quarterly management reporting
- Analyze US GAAP results, capital considerations, operational KPIs, trends, variances, and emerging business drivers
- Prepare leadership commentary and decision-useful insights
- Support budgeting, forecasting, long-range planning, and scenario analysis
- Develop and maintain executive dashboards, recurring reporting packages, and ad hoc analyses
- Partner with Finance, Technology, Actuarial, Accounting, Capital, Risk, Data, and business units
- Lead or support defined FP&A workstreams and coordinate contributors
- Use Power BI and related analytics tools for governed reporting
- Support financial data warehousing, aggregation, multi-source data integration, and management-information distribution
- Contribute to finance platforms and data structures including Oracle and AWS environments
- Design and sustain data flows, governance, controls, definitions, lineage, and quality standards
- Support SOX-relevant processes and controls
- Investigate reporting errors, reconciliations, data anomalies, and control deficiencies
- Evaluate emerging capabilities including AI-enabled analytics
- Promote collaboration, knowledge sharing, continuous improvement, process documentation, and peer mentoring
Requirements
What you’ll need- 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 thinking and ability to communicate on business, market, and legislative issues at a macro level
- Organizational and prioritization skills, with ability to make timely decisions using appropriate information
- Excellent written, oral communication, and presentation skills
- Advanced computer skills in MS Office, Excel, and financial business systems
- Preferred: experience in insurance, financial services, or another regulated, capital-sensitive industry
- Preferred: Power BI, financial data warehousing or aggregation, governed dashboards, and multi-source data integration
- Preferred: AWS and modern finance or planning platforms such as Oracle
- Preferred: finance transformation, platform implementation, process automation, data modernization, or scalable reporting design
- Preferred: SOX processes and controls, control testing, deficiency assessment, root-cause analysis, and remediation tracking
- Preferred: AI-enabled analytics or emerging technologies
- CPA, MBA, or master’s degree in finance, accounting, economics, analytics, or related field preferred
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