Transamerica

Sr Specialist, Finance Transformation - Power BI Developer (Hybrid)

Transamerica • $110K — $135K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, accounting, or related field, or equivalent experience
  • Ten years of experience in strategic finance systems and project execution
  • Outstanding skills in strategic planning for finance transformations
  • Advanced ability to manage stakeholder expectations and relationships
  • Focus on achieving desired outcomes in finance transformation projects

Responsibilities

  • Design, develop, and maintain enterprise Finance reporting solutions using Power BI
  • Lead initiatives aligned with Finance Transformation programs including ERP and GAAP reporting
  • Establish and enforce reporting governance and quality standards
  • Guide technical oversight and development of reporting solutions
  • Collaborate with stakeholders to gather requirements for reporting
  • Optimize data models and reporting architectures for complex financial needs
  • Support regulatory reporting through strong data governance

Benefits

  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
  • Medical, Dental, and Vision Insurance
  • Employee Discounts
  • Career Training & Development Opportunities
  • Paid Time Off starting at 160 hours annually
  • Ten paid holidays per year
  • Wellness program with coaching and rewards
  • Fifteen days of paid parental leave
  • Adoption Assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
  • Employee Matching Gifts Program
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs
Full Job Description
Job Family
Finance - General

Job Description Summary
As the Sr Specialist, Finance Reporting and Power BI Development you will be responsible for critical reporting capabilities as part of Finance Transformation and ongoing operational support. Perform development efforts across multiple projects across the Finance reporting portfolio, collaborate with stakeholders to create value-add solutions, ensure adherence to reporting standards and governance requirements, and provide mentorship and guidance to other developers.

Job Description

Responsibilities
  • Design, develop, and maintain enterprise Finance reporting solutions using Power BI and related analytics technologies.
  • Lead reporting initiatives supporting Finance Transformation programs, including ERP modernization, US GAAP reporting, and management reporting enhancements.
  • Establish and enforce reporting governance, development standards, data quality controls, and documentation requirements.
  • Guide and advance capabilities within and outside of the team, providing technical oversight and review of reporting solutions.
  • Collaborate with Finance, Accounting, Technology, and business stakeholders to gather requirements and prioritize reporting deliverables.
  • Design and optimize data models, Data Analysis Expressions (DAX) calculations, and reporting architectures to support complex financial and operational reporting needs.
  • Support audit, compliance, and regulatory reporting requirements through strong data governance and control practices.
  • Contribute to the evolution of Finance analytics capabilities, including self-service reporting, automation, and emerging AI-enabled insights.
  • Maintain documentation to ensure continuity of critical reporting processes and solutions.
  • Contribute to strategic planning and ensuring alignment with organizational goals.


Qualifications
  • Bachelor's degree in finance, accounting, or related field, or equivalent experience
  • Ten years of experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects
  • Outstanding strategic planning skills to execute finance system transformations
  • Advanced skills managing expectations and cultivating relationships with key stakeholders
  • Ability to focus on and achieve desired outcomes in finance transformation projects


Preferred Qualifications
  • Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis
  • Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions
  • Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports
  • Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions

Working Conditions
  • Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia


The Salary for this position generally ranges between $110,000.00- $135,000.00 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:

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


About Transamerica

The Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. The company has major offices located in Baltimore, Maryland; Cedar Rapids, Iowa; Denver, Colorado; Norwood, Massachusetts; Exton, Pennsylvania; Harrison, New York; Johns Creek, Georgia; Plano, Texas; and St. Petersburg, Florida. Additional affiliated offices are located throughout the United States. In 1999, it became a subsidiary of Aegon, a European financial services company headquartered in The Hague, Netherlands. Transamerica funds the Transamerica Institute, a nonprofit foundation which comprises the Transamerica Center for Retirement Studies and the Transamerica Center for Health Studies.
Learn more about Transamerica
Industry
Founded
1904

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