Manager, Finance - Capital Reporting

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.

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.

Transamerica is organized into three distinct businesses: World Financial Group (including Transamerica Financial Advisors), Protection Solutions and Savings & Investments (comprising life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions), and Financial Assets (including 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

Serve as a key member of Transamerica’s Financial Planning and Analysis team, with responsibility for reporting consolidated capital reporting results, Bermuda regulatory reporting, and forecast oversight and analysis.

Responsibilities

• Lead a team within FP&A responsible for regulatory reporting with additional ownership of forecast coordination and processing, and analysis of forecast changes.
• Adapt department plans to address resource and operational challenges. Operates mostly within their own function but participates in cross-functional initiatives.
• 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.
• Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Requirements

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Eight years of accounting/finance experience including three 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

• Knowledge of insurance products, statutory reporting requirements, Bermuda regulatory reporting, and management reporting and analysis.
• Experience with Oracle ERP, including planning and forecasting.
• Experience with Tagetik and/or Razor.

Schedule

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

Pay

The salary for this position generally ranges between $109,000 - $140,000 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.

Benefits

• Compensation & Financial Benefits:
  • Competitive pay
  • Bonus for eligible employees
  • Pension plan
  • 401k match
  • Employee Stock Purchase Plan
  • Tuition reimbursement
• Insurance Benefits:
  • Disability insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
• Work/Life Balance & Wellness:
  • 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, including 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
  • Adoption assistance
  • Employee Assistance Program
  • Back-Up Care Program
  • PTO for Volunteer Hours
• Additional Benefits:
  • Employee discounts
  • Career training & development opportunities
  • Employee Matching Gifts Program
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs