Lead Specialist, Financial Analysis - Solvency

About the role

Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.

Responsibilities

• Use subject matter expertise to lead or participate in large cross-functional projects, ensuring effective collaboration across departments.
• Lead efforts to establish Transamerica, Inc. regulatory reporting under the new US regulatory regime, facilitating the transition from Bermuda.
• Closely with senior leadership to identify necessary updates for capital-related management reporting and key performance indicators (KPIs).
• Cook 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

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

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

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.

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.

What We Offer

• 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.

Give 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.