Lead Financial Analyst - Capital Reporting

Job Family

Finance - General

Job Description Summary

Serve as a key member of Transamerica’s Capital Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results.

Job Description

Responsibilities:

• Serve as a subject matter expert in capital reporting, providing technical expertise and insight into capital generation results.
• Contribute to the development of management reporting and detailed financial analyses.
• Apply subject matter expertise to large cross-functional projects.
• Resolve complex financial questions where requirements, data, or processes are not fully defined by clarifying the problem, evaluating options, and developing practical solutions.
• Communicate complex financial information clearly to strategic and operational audiences.
• Extract financial data from accounting and information systems to support analysis.
• Identify, analyze, and interpret relevant financial data to assess past performance and project future results.
• Provide leadership and direction to junior-level staff, including reviewing their work for accuracy, completeness, and sound analytical conclusions.
• Take end-to-end ownership of assigned processes, from planning and coordinating inputs through analysis, review, and timely delivery; proactively resolve issues and follow through to completion.
• Apply a thorough understanding of business and financial analysis concepts.
• Recommend process improvements to increase efficiency.
• Collaborate across departments and divisions to resolve business issues and support company objectives.
• Adhere to the company’s internal control framework.

Qualifications:

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Advanced computer skills.

Preferred Qualifications:

• One year of supervisory experience.
• Solid knowledge of accounting or finance in areas such as investments, insurance products, or premiums.
• Strong verbal and written communication skills.
• Strong organizational and prioritization skills, with the ability to manage multiple projects and a willingness to take on new assignments.
• A customer service mindset.
• Strong analytical skills and sound judgment, with the ability to navigate ambiguity and develop solutions without an established process.
• Keen attention to detail, including the ability to identify errors and inconsistencies when reviewing others’ work.
• Ability to work effectively independently and as part of a team.
• Ability to address employee issues in a timely manner.

Working Conditions:

• Hybrid (In Office: Tuesdays, Wednesdays, & Thursdays)
• Fast-paced, deadline-driven office environment.

The Salary for this position generally ranges between $94,000 - $110,000 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