Director, Finance - Business Analysis & Control & FP&A Transformation)

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.  

Job Description Summary

Lead the FP&A team’s financial business analysis, performance management, and finance transformation activities. Deliver actionable insights across U.S. GAAP, statutory, capital, and management reporting, while advancing Finance processes, data strategy, reporting automation, and analytical capabilities.

Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business leaders to execute Finance transformation priorities. Provide leadership in adopting modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to strengthen reporting efficiency, data governance, and decision support.

Job Description

Responsibilities:

• Business Analysis & Controls
  • Analyze financial performance, trends, risks, and opportunities, and translate findings into actionable recommendations.
  • Partner with business leaders to support strategic planning, resource allocation, and decision-making.
  • Maintain effective financial controls, governance, and compliance processes.
  • Identify and implement process, automation, and reporting improvements that increase accuracy, efficiency, and transparency.
  • Oversee financial data quality, reporting tools, and analytical capabilities within FP&A.
• FP&A Transformation
  • Lead Finance process engineering initiatives to simplify, standardize, and automate financial planning, forecasting, management reporting, and performance management processes.
  • Assess end-to-end workflows to eliminate manual effort, strengthen controls, and improve the efficiency and scalability of Finance operations.
  • Serve as a Finance leader on transformation programs, partnering with Technology, Data, Actuarial, and Operations to implement solutions that improve data quality, reporting, and decision support.
  • Partner with data and technology teams to design and govern Finance data solutions, including cloud-based repositories, AWS data lake environments, and integrated reporting architectures.
  • Guide the design and implementation of scalable financial data models that support consistent planning, forecasting, reporting, analytics, and performance management across Finance.
  • Establish and enhance data governance, lineage, and quality standards to improve reporting reliability and decision-making.
  • Lead the development of executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools.
  • Translate complex financial and operational data into clear dashboards, scorecards, and performance metrics for senior leaders and business partners.
  • Champion data visualization, automation, and advanced reporting solutions to expand business insight and shorten reporting cycle times.

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:

• Demonstrated experience leading Finance process engineering, business transformation, or large-scale process improvement initiatives in a complex financial services environment.
• Experience designing and implementing finance data, planning, reporting, or analytics solutions using cloud-based technologies and integrated data architectures.
• Strong knowledge of finance data management, data governance, process optimization, reporting automation, and business intelligence.
• Proven ability to partner with technology teams to translate finance requirements into scalable data, reporting, and analytics solutions.
• Expertise in financial planning, forecasting, management reporting, variance analysis, and performance management.
• Ability to analyze complex financial and operational information and communicate clear, actionable insights to senior leaders and business partners.
• Strong relationship-management and influencing skills, with the ability to collaborate across Finance, Actuarial, Investments, Technology, Operations, and other business functions.

Working Conditions:

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

The Salary for this position generally ranges between $159,000 - $210,000 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 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