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Professional Financial Jobs in Iowa (NOW HIRING)

Performs professional financial analysis work based mainly on, but not limited to, International Financial Reporting Standards (IFRS), which involves: extracting financial data from various ...

Financial Analyst (Hybrid)

Cedar Rapids, IA ยท On-site

$53K - $70K/yr

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal ... Ultimately, we appreciate the uniqueness of a company where talented professionals work ...

Financial Analyst (Hybrid)

Cedar Rapids, IA ยท Hybrid

$53K - $70K/yr

Job Family Finance - General About Us At Transamerica, hard work, innovative thinking, and personal ... Ultimately, we appreciate the uniqueness of a company where talented professionals work ...

Sales professionals: this may be one of the most overlooked opportunities in financial services. The life insurance industry is changing fast. Millions of families are still uninsured or underinsured.

Sales professionals: this may be one of the most overlooked opportunities in financial services. The life insurance industry is changing fast. Millions of families are still uninsured or underinsured.

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Iowa?

The most popular types of Financial jobs in Iowa are:

What cities in Iowa are hiring for Professional Financial jobs?

Cities in Iowa with the most Professional Financial job openings:

Financial Analyst (Hybrid)

Aegon

Cedar Rapids, IA โ€ข On-site

$53 - $70/hr

Other

Re-posted 19 days ago


Job description

Performs accounting, financial reporting and analysis functions, Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

Responsibilities:
  • Performs professional financial analysis work based mainly on, but not limited to, International Financial Reporting Standards (IFRS), which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
  • Analyze, test and verify information compiled is correct and/or reasonable based upon accounting and financial analysis knowledge.
  • Respond to requests received from management and other departments.
  • Understands the flow of information and uses that knowledge to troubleshoot problems.
  • Participates in monthly and quarterly accounting processes to ensure accuracy and completeness of financial records.
  • Explains to others how analysis was produced and or reported.
  • Updates and consolidates financial reports for forecasting, trending and results analysis.
  • Supports business unit reporting needs, as well as performing duties related to the Corporate business reporting unit.
  • Assists with project work and may serve as a member of divisional project team.
  • Responsible for adherence to the company's framework of internal controls.
  • Improve procedures, update and organize documentation of reporting and planning processes.
Qualifications:
  • Bachelorโ€™s degree in Accounting or Finance and/or equivalent work experience.
  • Up to 2 years of experience, with degree.
  • Advanced computer skills. Base knowledge of Microsoft Office, specifically Microsoft Excel.
Preferred Qualifications:
  • Working knowledge of financial area preferred (for example, investments, insurance products, premium).
  • Ability to effectively communicate orally and in writing, customer service approach.
  • Detail-oriented, accurate; analytical, work effectively individually and within a team, organizational and prioritization skills.
Working Conditions:

Hybrid (Tuesday - Thursday in office)

Fast paced deadline-driven office environment

Location:

Cedar Rapids, IA

Compensation:

The Salary for this position generally ranges between $53,000 - $70,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Companyโ€™s discretion.

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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

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