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Transamerica

Financial services and longevity planning

Accountant

Financial AccountingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in Accounting or equivalent education/experience is required.
  • Up to 2 years of experience with a degree is required.
  • Working knowledge of an accounting area, such as investments, insurance products, premiums, or tax, is preferred.
  • The preferred qualifications include the ability to communicate effectively orally and in writing and to take a customer-service approach.
  • The preferred qualifications include attention to detail, accuracy, and the ability to work individually and within a team, with organizational and prioritization skills.

Responsibilities

  • Perform professional accounting work involving compilation, consolidation, and analysis of financial data, which may include ledger work, journal entries, fixed-asset or inventory accounting, and preparation of trial balances or financial statements.
  • Review and audit expense reports to ensure compliance with established guidelines.
  • Resolve questions and guide Accounting Specialists or Associates in problem resolution, and identify issues that should be brought to a higher authority.
  • Handle complex or unique questions, problems, or assignments using independent judgment and initiative, and provide guidance to others within the same skill area as needed.
  • Draft segments of statements and reports, including assignments involving data analysis.
  • Ensure accounting transactions are recorded accurately and on time.
  • Reconcile, investigate, correct, and adjust accounting information in accordance with deadlines.
  • Prepare financial statements and/or work papers for multiple accounting bases.
  • Explain to others how and why transactions were processed and reported.
  • Use multiple financial systems and/or sophisticated reporting tools to produce analyses.
  • Identify unique problems, such as reconciliation or posting issues, and seek help to resolve them when necessary.
  • Prepare financial statements and reporting requirements.
  • Perform project work as needed in other accounting bases and financial reporting.
  • Calculate and compile divisional forecasts, budgets, and plans.
  • Coordinate budgets, divisional financial consolidation, and other divisional reporting requirements.
  • Adhere to the company's framework of internal controls.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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