Job Family
Finance - General
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.
Who We Are
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.
What We Do
Transamerica is organized into three distinct businesses. These include 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, which covers
Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated,
diversified, international financial services group serving approximately 23.9
million customers worldwide.* For more information, visit transamerica.com
[http://www.transamerica.com/].
Job Description Summary
Serve as a key member of Transamerica’s Financial Planning and Analysis team,
with responsibility for leading capital and regulatory reporting, consolidated
forecast and budget coordination, and management reporting activities. Provide
financial expertise, strategic direction, and functional oversight in a
leadership capacity, partnering closely across Finance teams, with business
leaders, the Chief Investment Office, and Capital Strategy to deliver accurate,
insightful, and well-controlled reporting and analysis.
Job Description
Responsibilities:
* Lead a team within FP&A responsible for capital and regulatory reporting
deliverables, forecast coordination, and related management reporting and
analysis.
* Oversee preparation of capital-related reporting packages for senior
management, governance committees, and other stakeholders, ensuring content
is clear, accurate, complete, and decision-useful.
* Provide technical expertise on capital reporting, statutory reporting,
management reporting, and forecast analysis; serve as a subject matter expert
and escalation point for complex questions.
* Partner with business units, Financial Reporting, Actuarial, Risk, Treasury,
Tax, Investments, and other FP&A teams to ensure reporting and forecasts are
aligned, well supported, and integrated across the organization.
* Lead or participate in cross-functional initiatives, including process
improvements, system implementations, and changes to reporting or forecasting
processes.
* Review and interpret financial and capital data to evaluate results, explain
key drivers, assess forecast changes, and support informed leadership
decision-making.
* Create communications for complex messages to a variety of audiences at
strategic and operational levels.
* 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 strong control environment;
function as a process owner for key reporting, forecasting, or control
processes.
* Recommend and lead implementation of changes to improve quality, efficiency,
scalability, and use of technology across reporting and analysis processes.
Qualifications:
* Bachelor’s degree in accounting or finance, or equivalent experience
* 12 years of accounting/finance experience including eight years of management
experience
* Extensive knowledge of assigned business area (e.g. investments, premiums,
corporate finance)
* Strong leadership and 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:
* CPA/advanced degree
* Extensive knowledge of life insurance and annuity products, statutory
reporting requirements, regulatory capital frameworks, management reporting,
and financial analysis.
* Knowledge of NAIC Risk Based Capital requirements and Bermuda regulatory
reporting.
* Experience with Oracle ERP, including planning and forecasting.
* Experience preparing and presenting financial, capital, or regulatory
reporting analysis for senior leadership or governance audiences.
Working Conditions:
* Hybrid (In Office: Tuesdays, Wednesday, Thursdays)
The Salary for this position generally ranges between $159,000 - $211,000
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. In the event an employee or applicant requests or
requires an accommodation to perform job functions, the applicable HR Business
Partner should be contacted to evaluate the accommodation request.
What We Offer
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
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.
To foster a culture of inclusivity throughout our workforce, workplace, and
marketplace, Transamerica offers a wide range of diversity and inclusion
programs. This includes our company-sponsored, employee-driven Employee Resource
Groups (ERGs), which are formed around a shared interest or a common
characteristic of diversity. ERGs are open to all employees. They provide a
supportive environment to help us better appreciate our similarities and
differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we
created the Aegon Transamerica Foundation
[https://www.transamerica.com/why-transamerica/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.
Transamerica’s Parent Company
Aegon [http://www.aegon.com/] acquired the Transamerica business in 1999. Since
its start in 1844, Aegon has grown into an international company serving more
than 23.9 million people across the globe.* It offers investment, protection,
and retirement solutions, always with a clear purpose: Helping people live their
best lives. As a leading global investor and employer, the company seeks to have
a positive impact by addressing critical environmental and societal issues, with
a focus on climate change and inclusion and diversity.
* As of December 31, 2023