Lead Specialist, Financial Analysis- Capital FP&A

Job Family

Finance - General

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

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 and “what-if” analysis for capital requirements. This position will be heavily involved in forecasting and budgeting, as well as addressing questions from key stakeholders.

Job Description

Responsibilities:

• Demonstrate technical expertise on capital and risked based capital reporting, functioning as a subject matter expert.

• Serve as a key contributor to development of management reporting and detailed analytical reporting.

• Utilize subject matter expertise to participate in large cross-functional projects.  May lead cross-functional projects.

• Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.

• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

• Create communications for complex messages to a variety of audiences at the strategic and operational levels.

Qualifications:

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

• Ten years of financial analysis experience, includin