Role Description The Accounting Coordinator is responsible for supporting the day-to-day finance operations, with a focus on accounts payable, accounts receivable, loan administration, and general finance administration. This role is essential in ensuring payments, repayments, and financial records are processed accurately and efficiently while delivering excellent service to clients and law firm partners. The ideal candidate is highly organized, detail-oriented, and comfortable handling high-volume, repetitive financial tasks with precision. Key Responsibilities: - Manage accounts payable and accounts receivable, including processing vendor invoices, contractor payments, client invoices, and repayments. - Maintain payment pipelines by updating financial systems, loan statuses, and repayment records. - Perform daily bank reconciliations, repayment tracking, and bank account confirmations. - Administer loan accounts, including calculating partial and final repayments, closing client accounts, and coordinating with third parties as needed. - Reconcile loan records, investigate discrepancies, and ensure financial and loan data remain accurate and up to date. - Liaise with law firms regarding refunds, payment confirmations, and other banking or payment-related matters. - Assist in preparing regular and ad hoc financial reports. - Respond to client and law firm inquiries by providing invoices, remittance advice, and other payment-related information while delivering excellent customer service. Qualifications - At least 4 years of experience in finance operations, with hands-on experience in accounts payable, accounts receivable, loan administration, and bank reconciliations. - Proficient in Microsoft Excel and Xero; experience with CRM systems is highly regarded. - Exceptional attention to detail with the ability to process high volumes of financial transactions accurately. - Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines. - Excellent written and verbal communication skills, with the ability to communicate professionally with clients, law firms, and internal stakeholders. - Strong analytical and problem-solving skills, with the ability to identify and resolve discrepancies. - High level of professionalism, integrity, and accountability when handling confidential financial information. - Able to work independently while contributing effectively within a collaborative team environment. Benefits - Join one of Australia’s fastest-growing fintechs, transforming access to financial support and real-world outcomes. - Be part of an early-stage, values-driven team where your work has visible impact. - Enjoy additional benefits including paid NSW public holidays and company-provided equipment.

Title: Sr. Specialist Accounting Policy Location: locations Cedar Rapids, Iowa Denver, Colorado Baltimore, Maryland Philadelphia, Pennsylvania Job Description: Job Family Financial Accounting & Reporting About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Job Description Summary Provide technical accounting expertise to business partners and leaders across all business units. Develop and maintain accounting policy documents and analyze accounting implications of new accounting guidance or strategic transactions to assist in making key accounting policy decisions. Job Description Responsibilities - Provide U.S. GAAP technical accounting guidance related to current and proposed transactions to ensure consistent interpretation and conformity with authoritative accounting literature. - Develop and maintain global accounting policies as well as oversight of adoption and compliance with global accounting policies. - Analyze accounting implications of alternate solutions and support business units with significant and unusual transactions in support of key accounting decisions. - Perform independent research to support key accounting decisions. - Consider financial impact, benefits and drawbacks, and potential legal and regulatory impacts of significant accounting transactions. - Monitor the FASB for emerging and new adoptions of accounting standards; assess guidance applicable to the company. Participate with insurance industry technical accounting groups to ensure consistent application of global accounting standards. - Prepare memos and policy documents to communicate accounting changes. - Develop, implement, and communicate new policies and processes to comply with newly issued accounting standards. - Draft financial statement disclosures regarding upcoming accounting pronouncements. - Work closely with senior management as well as external auditors on complex accounting topics, and engage with legal counsel, regulators, and consultants as needed. - Serve as a technical accounting subject matter expert. Qualifications - Bachelor's degree in accounting or related field. - Eight years of accounting experience. - In-depth accounting knowledge, preferably in the financial services/insurance industry. - Analytical and problem-solving skills. - Written/verbal communication skills. - Ability to work in a fast-paced, deadline-driven environment. - Advanced computer skills. Preferred Qualifications - Experience in technical research and preparation of accounting memorandums and policies. - Advanced writing skills to document and communicate complex accounting and reporting issues to finance and non-finance personnel. - Advanced strategic thinking skills when formulating interpretations of accounting guidance for new and emerging transactions and when presenting accounting interpretations to external auditors. - CPA designation - Big 4 experience - Understanding of Statutory Accounting Principles - Understanding of actuarial concepts - Understanding of financial instruments Working Conditions - Hybrid (In Office: Tuesdays, Wednesdays & Thursdays) - Occasional Travel <10% The Salary for this position generally ranges between $112,000 - $140,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, 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 Company's discretion. Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: - We will never request personal information such as ID or payment for equipment upfront. - Official offers are sent via DocuSign following a verbal offer-not through text or email. 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. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits - Competitive Pay - Bonus for Eligible Employees Benefits Package - Pension Plan - 401k Match - Employee Stock Purchase Plan - Tuition Reimbursement - Disability Insurance - Medical Insurance - Dental Insurance - Vision Insurance - Employee Discounts - Career Training & Development Opportunities Health and Work/Life Balance Benefits - Paid Time Off starting at 160 hours annually for employees in their first year of service. - Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). - Be Well Company holistic wellness program, which includes 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 at the time of birth, placement of an adopted child, or placement of a foster care child. - 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 Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

• Lead and manage the workflow of the Senior and Junior Accountants reporting to you, allocating jobs and monitoring capacity, deadlines and service standards • Review SMSF returns, financial statements and workpapers prepared by Senior and Junior Accountants, and sign off within your authority • Provide day-to-day technical support to your team and resolve queries; escalate complex matters to the Manager of Accounting for resolution and final sign-off • Mentor, train and develop Junior and Senior staff, building technical capability across the team • Apply and share a detailed, expert understanding of Class Super across the full fund lifecycle • Apply an intricate understanding of property investments held within SMSFs, including Limited Recourse Borrowing Arrangements (LRBAs) and related compliance, structuring and reporting requirements • Liaise with external auditors, working through and resolving audit queries and issues • Liaise with internal stakeholders, including Financial Advisors, on client SMSF strategies • Report to the Manager of Accounting on team workflow, capacity, job status and technical issues • Contribute to ongoing system and process improvement across the SMSF team • Support client services with client queries and, where required, communicate directly with clients

• Design, build, deploy, and maintain AI-powered bookkeeping and accounting agents using Claude and related technologies • Develop intelligent workflows that automate repetitive accounting and operational processes • Build modular, multi-agent systems that work together as a scalable platform • Continuously identify opportunities to expand automation and improve business efficiency • Rapidly translate business ideas into practical, production-ready AI solutions • Build AI systems to automate transaction coding, bookkeeping workflows, receipt processing, data extraction, client information gathering, reporting processes, time recording • Integrate AI solutions with accounting platforms including Xero, MYOB, QuickBooks • Design secure, scalable automation infrastructure with appropriate governance • Collaborate with leadership to deliver new AI capabilities and process improvements