Lead Specialist - Financial Analysis, Business Analysis & Control

Job Family

Finance - General

Job Description Summary

Provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. Independently lead complex analyses and assigned workstreams, delivering actionable insights across U.S. GAAP, statutory, capital, and management reporting while improving Finance processes, data quality, reporting automation, and analytical capabilities.

Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business partners to execute Finance priorities. Apply modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to improve reporting efficiency, strengthen data governance, and support informed decision-making.

Job Description

Responsibilities:

• Business Analysis & Controls
  • Analyze financial performance, trends, risks, and opportunities and translate findings into clear, actionable recommendations.
  • Develop forecasts, scenario analyses, management reporting, and performance metrics to support planning, resource allocation, and business decisions.
  • Maintain effective financial controls, governance, documentation, and compliance processes; identify and resolve data or reporting issues.
  • Identify and implement process, automation, and reporting improvements that increase accuracy, efficiency, consistency, and transparency.
  • Serve as a subject-matter resource for financial data, reporting tools, analytical methods, and FP&A processes.
• FP&A Transformation
  • Contribute to Finance process engineering initiatives that simplify, standardize, and automate planning, forecasting, management reporting, and performance management.
  • Assess end-to-end workflows, document requirements, and recommend solutions that reduce manual effort, strengthen controls, and improve scalability.
  • Coordinate assigned transformation workstreams and partner with Technology, Data, Actuarial, and Operations through design, testing, implementation, and adoption.
  • Partner with data and technology teams to develop and support Finance data solutions, including cloud-based repositories, AWS data lake environments, and integrated reporting architectures.
  • Develop and maintain scalable financial data models that support consistent planning, forecasting, reporting, analytics, and performance management.
  • Support data governance, lineage, reconciliation, and quality standards to improve reporting reliability and decision-making.
  • Develop 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.
  • Promote effective use of 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
• Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
• Expert knowledge of accounting/finance
• Analytical and problem solving skills
• Strategic thinker able to communicate on business/market and legislative issues at a macro level
• Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
• Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

• CPA/advanced degree
• Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting)

Working Conditions:

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

The Salary for this position generally ranges between $128,000 - $170,000 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. 

Giving Back  

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

Transamerica’s Parent Company  

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023