Senior Manager, Finance - Capital Reporting
$136k - $180kTransamerica
Job Description Summary
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)
Compensation and Benefits
The salary range generally ranges between $136,000 - $180,000 annually. The position may be eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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