Lead Specialist, Financial Analysis - Enterprise Technology

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 and embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. We appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment focused on helping people plan for the best life possible while providing tools and solutions that make it easier to get there.

About Us

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.

Transamerica is organized into three distinct businesses:

• World Financial Group, including Transamerica Financial Advisors
• Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions
• 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 (covering Communications, Brand, and Government and Policy Affairs). Transamerica employs nearly 7,000 people and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

About the Role

This Lead Specialist, Financial Analysis role serves as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning. The individual will provide financial insights, identify risks and opportunities, and help guide decisions on projects, contracts, and resource allocation. The ideal candidate combines strong financial analysis experience with the ability to influence business leaders, improve processes, and translate financial data into strategic recommendations that drive business results.

Responsibilities

• Utilize subject matter expertise to lead or participate in large cross-functional projects.
• Provide financial insight and ownership of key strategic initiatives including data validation, review, analysis, and reporting.
• Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning next steps for financial data.
• Deliver a higher level of financial analysis for two technology development teams, providing understanding to aid in solving problems in unique ways, including support and oversight of actual financial reporting, forecast, budget, and mid-term plan processes.
• Collaborate with technology leaders and management on cost control; lead identification, execution, and tracking of efficiency initiatives; report progress against efficiency and agreed cascaded targets.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels within the Enterprise Technology and Finance functions.
• Develop solid business relationships with all levels of management; partner with senior management to meet business goals.
• Partner with the financial analysts supporting tactical and operational levels of the infrastructure technology development teams.

Requirements

• 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

Preferred Qualifications

• CPA/advanced degree
• Extensive knowledge of financial services and technology support
• GAAP principles
• Knowledge of Oracle ERP, Power BI, and/or Apptio

Working Conditions

Hybrid Office Environment

Pay

The salary for this position generally ranges between $130,000 - $165,000 annually. 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.

Schedule

This is a hybrid position requiring three days in office per week in one of our hub locations.

Benefits

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
• 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