Job Family
Finance - General

Job Description Summary
Lead the FP&A team's financial business analysis, performance management, and finance transformation activities. Deliver actionable insights across U.S. GAAP, statutory, capital, and management reporting, while advancing Finance processes, data strategy, reporting automation, and analytical capabilities.

Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business leaders to execute Finance transformation priorities. Provide leadership in adopting modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to strengthen reporting efficiency, data governance, and decision support.

Job Description

Responsibilities:

• Business Analysis & Controls
  • Analyze financial performance, trends, risks, and opportunities, and translate findings into actionable recommendations.
  • Partner with business leaders to support strategic planning, resource allocation, and decision-making.
  • Maintain effective financial controls, governance, and compliance processes.
  • Identify and implement process, automation, and reporting improvements that increase accuracy, efficiency, and transparency.
  • Oversee financial data quality, reporting tools, and analytical capabilities within FP&A.
• FP&A Transformation
  • Lead Finance process engineering initiatives to simplify, standardize, and automate financial planning, forecasting, management reporting, and performance management processes.
  • Assess end-to-end workflows to eliminate manual effort, strengthen controls, and improve the efficiency and scalability of Finance operations.
  • Serve as a Finance leader on transformation programs, partnering with Technology, Data, Actuarial, and Operations to implement solutions that improve data quality, reporting, and decision support.
  • Partner with data and technology teams to design and govern Finance data solutions, including cloud-based repositories, AWS data lake environments, and integrated reporting architectures.
  • Guide the design and implementation of scalable financial data models that support consistent planning, forecasting, reporting, analytics, and performance management across Finance.
  • Establish and enhance data governance, lineage, and quality standards to improve reporting reliability and decision-making.
  • Lead the development of executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools.
  • Translate complex financial and operational data into clear dashboards, scorecards, and performance metrics for senior leaders and business partners.
  • Champion data visualization, automation, and advanced reporting solutions to expand business insight and shorten reporting cycle times.

Qualifications:

• Bachelor's degree in accounting or finance, or equivalent experience
• 12 years of accounting/finance experience including eight years of management experience
• Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
• Strong leadership and people management skills
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

• Demonstrated experience leading Finance process engineering, business transformation, or large-scale process improvement initiatives in a complex financial services environment.
• Experience designing and implementing finance data, planning, reporting, or analytics solutions using cloud-based technologies and integrated data architectures.
• Strong knowledge of finance data management, data governance, process optimization, reporting automation, and business intelligence.
• Proven ability to partner with technology teams to translate finance requirements into scalable data, reporting, and analytics solutions.
• Expertise in financial planning, forecasting, management reporting, variance analysis, and performance management.
• Ability to analyze complex financial and operational information and communicate clear, actionable insights to senior leaders and business partners.
• Strong relationship-management and influencing skills, with the ability to collaborate across Finance, Actuarial, Investments, Technology, Operations, and other business functions.

Working Conditions:

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

The Salary for this position generally ranges between $159,000 - $210,000 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