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Manager, Finance – External Reporting
Transamerica. Manage end-to-end preparation and coordination of SEC filings, including quarterly and annual financial statements, footnote disclosures, MD&A and supporting schedules .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SEC filings, U.S. GAAP compliance, and SOX requirements while effectively managing and developing a high-performing team. Proficient in external reporting processes and technology optimization, particularly with Workiva.
Highest-signal resume keywords
SEC Reporting ExperienceU.S. GAAP CompliancePeople Management SkillsWorkiva ProficiencyCPA Certification
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 Statement PreparationMD&A PreparationDisclosure ChecklistsFinancial AnalysisInternal Control ActivitiesProject ManagementAudit CoordinationFinancial Business SystemsAdvanced Excel SkillsOrganizational Skills
Soft Skills
Effective CommunicationTeam DevelopmentPrioritization SkillsCollaborationAnalytical Skills
Tools & Technologies
WorkivaMS OfficeFinancial Business Systems
Certifications & Qualifications
CPA
Industry Keywords
SEC FilingsSOX CompliancePublic Company ReportingLife Insurance Experience
About the role
Key responsibilities & impact- Manage end-to-end preparation and coordination of SEC filings, including quarterly and annual financial statements, footnote disclosures, MD&A and supporting schedules
- Oversee external reporting calendars, disclosure checklists and filing timelines
- Coordinate cross-functional inputs and partner with stakeholders across the organization
- Manage, coach and develop assigned team members
- Establish priorities, provide ongoing feedback and promote a collaborative, high-performing team
- Coordinate with external auditors during quarterly reviews, annual audits and controls testing
- Prepare and review supporting schedules and responses to auditor requests and comments
- Support SOX compliance and internal control activities related to external reporting
- Review financial statements and disclosures for compliance with U.S. GAAP, SEC regulations, SOX requirements and company accounting policies
- Enhance financial statement disclosures and improve external reporting processes
- Support and optimize external reporting technology, including Workiva
Requirements
What you’ll need- Bachelor’s degree in accounting or finance, or equivalent experience
- Eight years of accounting/finance experience, including three years of supervisory/management experience
- Strong people management skills
- Ability to communicate effectively, orally and in writing, to diverse audiences
- Organizational and prioritization skills
- Advanced computer skills in MS Office, Excel and financial business systems
- Public company SEC reporting experience, including preparation of Forms 10-Q and 10-K, related disclosures and MD&A
- Life insurance experience a plus
- Experience with Workiva preferred
- Strong analytical, organizational, communication and project management skills
- Ability to operate effectively in evolving or ambiguous environments, establish priorities and processes, and lead and develop a team
- CPA 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, 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