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

Responsibilities

  • Lead a team within FP&A responsible for management reporting with additional ownership for some regulatory reporting deliverables, while acting as a technical and subject matter expert.

  • Lead preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, distilling complex data into succinct and clear presentations.  Review and approve content and deliverables.

  • Play a key role in budget creation, forecasting, and continuous evaluation of results, providing detailed analysis and reporting for both regulatory and management requirements.

  • Partner with business units, Corporate FP&A, Actuarial, Risk, Treasury, Tax, and Accounting to ensure capital forecasts and reporting are aligned and well supported.

  • Engage in large cross-functional initiatives, with potential to lead such projects.

  • Develop team talent through coaching, prioritization, feedback, and succession planning.  Coordinate performance reviews and evaluate overall team achievements.

  • Responsible for ensuring work is performed in a control environment, may function as a process owner.


Qualifications

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • Ten years of accounting/finance experience including five years of supervisory/management experience

  • Strong 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

  • Extensive knowledge of insurance products, statutory reporting requirements, and management reporting, and analysis.

  • Knowledge of NAIC Risk Based Capital requirements.

  • Experience with Oracle ERP, including planning and forecasting.


Working Conditions

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

The Salary for this position generally ranges between $136,000 - $180,000 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.