Lead Specialist, Financial Analysis - Expense Management

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

This senior-level role serves as the dedicated Distribution expense leader, serving in support of the Company’s Distribution leadership team while operating from within the Corporate Finance FP&A Expense function. This leader will shape and execute Distribution expense strategy, define and manage key levers impacting earnings, and deliver insights and foresight that support running, growing, and transforming the business. The position combines advanced financial analysis expertise, strategic advisory capability, and disciplined operational execution.

Job Description

Strategic Responsibilities:

Define and operationalize expense levers

• Clearly define and maintain an enterprise-aligned framework for Controllable vs. Non-Controllable and Fixed vs. Variable expense categories

• Translate these definitions into management action levers to defend or grow earnings

• Partner with Distribution leadership to embed this framework into planning and decision cycles

Build and manage a portfolio of risks and opportunities

• Proactively identify, quantify, and track risks and opportunities across Distribution OpEx

• Actively lead the development of new opportunities, informed by business strategy and ope