Lead Specialist, Financial Analysis - Enterprise Technology

Job Family

Finance - General

Job Description Summary

This role within Transamerica Enterprise Technology will help to provide strong financial leadership support for the infrastructure and production services organization. This will involve supporting the leadership team of the infrastructure and production services organization with a wide array and diverse financial reporting and analysis requirements. This will also involve partnering with HR and Procurement to provide visibility, accuracy and disciplined financial management for the infrastructure & production services organization.

Job Description

Responsibilities

• Utilize subject matter expertise to lead or participate in large cross-functional projects. Providing financial insight and ownership of key infrastructure 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 of next steps for financial data.

• Deliver a higher level of financial analysis for the infrastructure leadership team providing understanding to aid in solving problems in unique ways. Including support and oversight of actual financial reporting, forecast and the budget and mid-term plan processes.

• Collaborate with infrastructure 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 organization.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience

• Ten years of financial analysis experience including financial management, expense management, operations, or business planning, with accountability for budget execution and cost control.

• Expert knowledge of accounting/finance

• Analytical and problem-solving skills

• Organizational and prioritization skills, and the ability to make timely decisions using appropriate information

• A strategic thinker with mature commercial acumen and can apply the financial impacts and risks following business decisions. Combing financial literacy with strategic and commercial insight.

• Executive level of 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 assigned business area (e.g. financial management for Technology organization)

Working Conditions

• Hybrid (Tuesday - Thursday)

• Occasional Travel <10%

The Salary for this position generally ranges between $128,000 - $170,00 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. 

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 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 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