Job Family
Finance - General

Job Description Summary
The Director of Financial Planning & Analysis provides accurate, timely, and decision-useful financial insight across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This leader also establishes modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.

Job Description

Responsibilities:

• Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability.
• Lead enterprise FP&A activities that translate financial and operational performance into clear, actionable insights for senior leaders and business partners.
• Partner with Finance, Technology, Actuarial, and business teams to identify, source, organize, and optimize financial and operational data for reporting and decision support.
• Drive the development and maintenance of scalable data structures that support management reporting, executive dashboards, budgeting, forecasting, and strategic analysis.
• Deliver accurate and timely analysis of US GAAP results, capital considerations, and operational KPIs, highlighting trends, risks, opportunities, and decision implications.
• Establish and continuously improve modern finance platforms, reporting frameworks, data flows, and governance practices that strengthen transparency, consistency, and scalability.
• Partner with leaders across business units to connect business drivers with financial outcomes and support coordinated planning.
• Develop integrated forecasts, scenarios, and performance views that reflect the needs of our company.
• Provide constructive challenge to assumptions, explain performance drivers, and frame alternatives in a balanced, fact-based manner.
• Promote common definitions, controls, and quality standards for management information while partnering effectively with relevant accounting, capital, risk, data, and operational teams.
• Communicate complex financial topics in accessible language tailored to varied executive, finance, and business audiences.
• Collaborate with stakeholders across business units, including international operations, to support reporting, analytics, and evolving business needs.
• Serve as a subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices.
• Participate in budget planning and overall expense management.
• Provide direction and mentorship to team members while fostering a culture of innovation, collaboration, and continuous improvement.
• Serve as SOX process owner; understand processes and controls to ensure accuracy and completeness.
• Oversee treatment of reporting errors and control deficiencies.
• Serve as a point person for ad hoc requests, strategic projects, and executive-level reporting needs.

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:

• CPA, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field.
• Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives.
• Demonstrated ability to work across finance, actuarial, technology, and business functions to deliver data-driven solutions.
• Experience with financial data warehousing, data aggregation, and enterprise reporting environments.
• Strong knowledge of business intelligence and reporting tools such as Power BI.
• Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes.
• Familiarity with cloud-based data environments such as AWS and enterprise planning platforms such as Oracle.
• Experience working with complex, multi-source financial and operational data.
• Exposure to AI-enabled analytics, data discovery, or reporting solutions.
• Insurance, financial services, actuarial, or related industry experience preferred.
• Experience partnering with geographically dispersed or international business teams.

Working Conditions:

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

The Salary for this position generally ranges between $159,000 - $211,000 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