Senior Business Systems Analyst

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. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses: 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) 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

Facilitate the business analysis process to identify business requirements for system solutions or improved processes that will increase efficiency and overall productivity.

Responsibilities

• Conduct business process analysis and needs assessments in an effort to align IT solutions with business initiatives.
• Prepare “as is” and “current state” documentation in written and graphical form (flows).
• Use Business Process Modeling techniques and tools to create business process models.
• Lead effort to develop new or revised processes or procedures in lieu of system development.
• Facilitate the elicitation of business and systems requirements.
• Analyze business unit requests and understand business requirements. Work with various technical staff members to determine possible solutions and communicate business and system impacts to IT and Operations staff.
• Prepare documentation for business and system requirements in various formats.
• Work on project teams that are developing or modifying highly complex information systems. Includes analysis and documentation of business and system requirement and revising existing system logic difficulties as necessary.
• Conduct research and analysis to quantify business opportunities and develop formal recommendations to management.
• May serve as a participant in the Enterprise Architecture program, providing input as to how data is created, stored, and used (re-used) as it relates to our business processes.
• May use project management and program management methodologies to support a systems development methodology to meet project deliverables.
• Provide test scenarios or test criteria based on knowledge gained through business and systems analysis. May provide approval or quality check on test plans or test matrix.

Requirements

• Bachelor’s degree or equivalent education/experience, preferably in IT or a business area discipline (e.g., accounting, investments, or marketing).
• Minimum of 5 or more years of experience in business systems analysis.
• 2-4 years of industry experience also preferred.
• Two years of experience managing technical projects in a complex environment.

Preferred Qualifications

• Basic knowledge of insurance company operations.
• Strong organizational and analytical skills with attention to detail.
• Excellent written, verbal, and presentation skills.
• Working knowledge of systems methodology, project management, quality assurance, and testing methodologies.
• Conceptual knowledge of graphical user interfaces, relational database management systems, and data storage.
• Experience with Salesforce administration, including user management, integrations, automations, security settings, and configuration of standard objects.
• Familiarity with Salesforce declarative tools (e.g., workflows, validation rules, reports, dashboards).
• Understanding of Salesforce Clouds such as Sales Cloud, Service Cloud, and/or Financial Services Cloud, including their core features and use cases.
• Salesforce Administrator certification (ADM-201) preferred.

Schedule

Hybrid-Office Environment (Tuesdays, Wednesdays, Thursdays in-office).

Pay

The salary for this position generally ranges between $84,000 - $105,000 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 Benefits:
  • Competitive Pay
  • Bonus for Eligible Employees
  • Pension Plan
  • 401k Match
  • Employee Stock Purchase Plan
  • Tuition Reimbursement
  • Disability Insurance
• Health and Insurance Benefits:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
• 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, 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
  • Employee Matching Gifts Program
• Additional Benefits:
  • Employee Discounts
  • Career Training & Development Opportunities
  • Employee Resource Groups
  • Inclusion and Diversity Programs
  • Employee Recognition Program
  • Referral Bonus Programs