Junior Financial Analyst – Advanced Excel focus, Benefits

🏢 Transamerica📍 Cedar Rapids, IA, United States💼 Full-Time💻 On-site🏭 Financial Services💰 50000-65000 per year

About the Company

Transamerica is a leading provider of financial services, helping millions of people plan for their future, save for retirement, and protect their families. With a long-standing history of commitment to our customers, we are dedicated to providing innovative financial solutions and fostering a culture of growth and collaboration. Join our team in Cedar Rapids and be part of a company that makes a real difference in people’s lives.

Job Description

We are seeking a highly motivated Junior Financial Analyst with a strong focus on advanced Excel skills to join our dynamic finance team in Cedar Rapids, Iowa. This is an excellent opportunity for a detail-oriented individual looking to start their career in financial analysis and contribute to critical business decisions. You will support various financial planning and analysis activities, developing reports, models, and presentations that drive insights and support strategic initiatives. The ideal candidate will possess a foundational understanding of financial principles and demonstrate a proactive approach to learning and problem-solving.

Key Responsibilities

  • Develop, maintain, and enhance financial models and reports using advanced Excel functions (e.g., pivot tables, VLOOKUPs, SUMIFS, conditional formatting, data validation).
  • Assist in the preparation of budgets, forecasts, and financial plans.
  • Conduct variance analysis to identify discrepancies between actual and budgeted financial performance, providing clear explanations.
  • Support monthly and quarterly financial reporting processes, ensuring accuracy and timeliness.
  • Prepare presentations and dashboards to communicate financial performance and insights to management.
  • Collaborate with various departments to gather financial data and ensure data integrity.
  • Participate in ad-hoc financial projects and analyses as required.
  • Contribute to the continuous improvement of financial processes and systems.

Required Skills

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Proficiency in Microsoft Excel at an advanced level (e.g., complex formulas, data manipulation, pivot tables, charting, macros/VBA understanding).
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Foundational understanding of financial statements and accounting principles.

Preferred Qualifications

  • Previous internship or co-op experience in a finance or analytical role.
  • Familiarity with financial planning software (e.g., Anaplan, Hyperion) or ERP systems (e.g., SAP, Oracle).
  • Experience with data visualization tools (e.g., Power BI, Tableau).
  • Knowledge of VBA for Excel automation.
  • Relevant certifications or coursework in financial modeling.

Perks & Benefits

  • Comprehensive health, dental, and vision insurance plans.
  • 401(k) retirement plan with company match.
  • Paid time off, including holidays and vacation.
  • Life insurance and disability coverage.
  • Opportunities for professional development and career growth.
  • Tuition reimbursement program.
  • Employee wellness programs.
  • Hybrid work flexibility after initial training period (primarily on-site).

How to Apply

If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:

  • An up-to-date Resume or CV
  • A brief cover letter summarizing your experience and motivation

Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.

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