Lead Financial Analyst - Capital Reporting (Hybrid)

About Us

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.

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.

Salary

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.

What We Offer

Benefits

• 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

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.

Giving Back

• Aegon Transamerica Foundation in 1994
• Financial grants and volunteer efforts of our employees
• Support 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.

Additional Information

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Contact

For more information, visit transamerica.com.

* As of December 31, 2023

* As of December 31, 2022

* For more information about Transamerica’s privacy practices, click here.