Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Financial Reporting Lead preparing financial statements for Humana's Medicaid expansion. Collaborating with executives and leading teams in financial reporting tasks.
Responsibilities
- Prepares and distributes periodic financial statements for users other than those directly employed by the organization.
- Works on problems of diverse scope and complexity ranging from moderate to substantial.
- Ensures all reports and disclosures comply with applicable government regulations, professional standards and organization policies.
- Prepares consolidation journal entries, eliminates intercompany transactions and consolidates divisional and subsidiary financial accounts in a timely and accurate basis for inclusion in internal and external financial statements.
- Advises executives to develop functional strategies (often segment specific) on matters of significance.
- Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision.
Requirements
- Bachelor's degree in Accounting/Finance, and/or MBA/CPA
- 5-7 years of financial accounting/reporting experience
- Moderate experience with Microsoft Office products, primarily Excel, Word, PowerPoint
- Previous experience with financial reporting and/or data analysis
- Previous experience in working with large data sets, querying, or consolidation of results for reporting; exposure to SQL or querying tools
- Strong verbal and written communication skills
Benefits
- medical, dental and vision benefits
- 401(k) retirement savings plan
- time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave)
- short-term and long-term disability
- life insurance
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