Director, Finance

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

The Director of Financial Planning & Analysis provides accurate, timely, and decision-useful financial insight across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This leader also establishes modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.

Job Description

Responsibilities:

• Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability.
• Lead enterprise FP&A activities that translate financial and operational performance into clear, actionable insights for senior leaders and business partners.
• Partner with Finance, Technology, Actuarial, and business teams to identify, source, organize, and optimize financial and operational data for reporting and decision support.
• Drive the development and maintenance of scalable data structures that support management reporting, executive dashboards, budgeting, forecasting, and strategic analysis.
• Deliver accurate and timely analysis of US GAAP results, capital considerations, and operational KPIs, highlighting trends, risks, opportunities, and decision implications.
• Establish and continuously improve modern finance platforms, reporting frameworks, data flows, and governance practices that strengthen transparency, consistency, and scalability.
• Partner with leaders across business units to connect business drivers with financial outcomes and support coordinated planning.
• Develop integrated forecasts, scenarios, and performance views that reflect the needs of our company.
• Provide constructive challenge to assumptions, explain performance drivers, and frame alternatives in a balanced, fact-based manner.
• Promote common definitions, controls, and quality standards for management information while partnering effectively with relevant accounting, capital, risk, data, and operational teams.
• Communicate complex financial topics in accessible language tailored to varied executive, finance, and business audiences.
• Collaborate with stakeholders across business units, including international operations, to support reporting, analytics, and evolving business needs.
• Serve as a subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices.
• Participate in budget planning and overall expense management.
• Provide direction and mentorship to team members while fostering a culture of innovation, collaboration, and continuous improvement.
• Serve as SOX process owner; understand processes and controls to ensure accuracy and completeness.
• Oversee treatment of reporting errors and control deficiencies.
• Serve as a point person for ad hoc requests, strategic projects, and executive-level reporting needs.

Qualifications:

• Bachelor’s degree in accounting or finance, or equivalent experience
• 12 years of accounting/finance experience including eight years of management experience
• Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
• Strong leadership and 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:

• CPA, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field.
• Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives.
• Demonstrated ability to work across finance, actuarial, technology, and business functions to deliver data-driven solutions.
• Experience with financial data warehousing, data aggregation, and enterprise reporting environments.
• Strong knowledge of business intelligence and reporting tools such as Power BI.
• Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes.
• Familiarity with cloud-based data environments such as AWS and enterprise planning platforms such as Oracle.
• Experience working with complex, multi-source financial and operational data.
• Exposure to AI-enabled analytics, data discovery, or reporting solutions.
• Insurance, financial services, actuarial, or related industry experience preferred.
• Experience partnering with geographically dispersed or international business teams.

Working Conditions:

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

The Salary for this position generally ranges between $159,000 - $211,000 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