Lead Specialist, Financial Analysis - Capital Reporting

Responsibilities

• Lead or participate in large cross-functional projects, ensuring effective collaboration across departments.
• Establish Transamerica, Inc. regulatory reporting under the new US regulatory regime, facilitating the transition from Bermuda.
• Identify necessary updates for capital-related management reporting and key performance indicators (KPIs) with senior leadership.
• Coordinate with international colleagues to implement required reporting processes, including defining and determining required data elements.
• Analyze and interpret data to assess past performance and forecast financial results for highly complex assignments.
• Share findings and assist in planning next steps for financial data.
• Provide advanced financial analysis to facilitate innovative solutions to complex problems.
• Demonstrate technical proficiency in management reporting for capital generation and serve as a subject matter expert in this area.
• Prepare communications for complex messages, tailored to strategic and operational audiences.
• Build strong business relationships with all levels of management and partner with senior management to achieve business objectives.
• Act as a process owner, as needed, to ensure top performance in a control environment.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience
• Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
• Expert knowledge of accounting/finance
• Analytical and problem solving skills
• Strategic thinker able to communicate on business/market and legislative issues at a macro level
• Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
• Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
• Advanced computer skills in MS Office, Excel and financial business systems
• Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis
• Knowledge of statutory reporting requirements for US Life Insurance entities
• Experience with Oracle ERP, including planning and forecasting

Preferred Qualifications

• Extensive knowledge of NAIC Risk Based Capital requirements, insurance products, management reporting, and analysis
• Knowledge of statutory reporting requirements for US Life Insurance entities
• Experience with Oracle ERP, including planning and forecasting

Pay

The Salary for this position generally ranges between $128,000 - $170,000 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.