Director, Finance

Aegon; United States; Hybrid; USD 159.000 - 211.000; Vollzeit

Zusammenfassung

Aegon in the United States is seeking a Director of Financial Planning & Analysis to provide accurate, timely financial insight and connect GAAP performance with strategic decision making. You will lead a modern FP&A environment, build scalable data structures, and partner across insurance and financial services to improve management reporting.

You will develop integrated forecasts, coach a high-performing team, ensure SOX controls, and deliver executive-ready dashboards for senior leaders.

Qualifikationen

• Bachelor’s degree in accounting or finance or equivalent experience.
• 12 years of accounting/finance experience including eight years in management.
• Strong leadership and people management skills.
• Ability to communicate clearly to diverse audiences.
• Advanced MS Office skills and familiarity with financial systems.

Aufgaben

• Build an inclusive FP&A environment with clear priorities and accountability.
• Lead enterprise FP&A activities translating performance into actionable insights for leaders.
• Partner with Finance, Technology, Actuarial, and business teams to optimize financial data for reporting.
• Develop scalable data structures for management reporting, budgeting, forecasting, and analysis.
• Deliver timely analysis of US GAAP results, capital considerations, and KPIs.
• Establish modern finance platforms, reporting frameworks, data flows, and governance.
• Collaborate with leaders across units to connect drivers with financial outcomes.
• Create integrated forecasts, scenarios, and performance views for the company.
• Provide challenge to assumptions and frame alternatives with evidence.
• Promote consistency in definitions, controls, and quality of management information.
• Communicate complex topics to executive and business audiences.
• Support reporting needs across international operations.
• Serve as subject matter expert on data management and analytics practices.
• Participate in budget planning and expense management.
• Mentor team members and foster innovation.
• SOX process owner; ensure controls and accuracy.
• Oversee reporting errors and control deficiencies.
• Handle ad hoc requests and strategic projects.

Kenntnisse

Leadership

Communication

Financial analysis

Forecasting

Collaboration

SOX compliance

Ausbildung

Bachelor's degree in accounting or finance

CPA / MBA preferred

Tools

Power BI

Excel

Financial systems

Jobbeschreibung

The Director of Financial Planning & Analysis provides accurate, timely, and decision-useful financial insight across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This leader also establishes modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.

Responsibilities

• Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability.
• Lead enterprise FP&A activities that translate financial and operational performance into clear, actionable insights for senior leaders and business partners.
• Partner with Finance, Technology, Actuarial, and business teams to identify, source, organize, and optimize financial and operational data for reporting and decision support.
• Drive the development and maintenance of scalable data structures that support management reporting, executive dashboards, budgeting, forecasting, and strategic analysis.
• Deliver accurate and timely analysis of US GAAP results, capital considerations, and operational KPIs, highlighting trends, risks, opportunities, and decision implications.
• Establish and continuously improve modern finance platforms, reporting frameworks, data flows, and governance practices that strengthen transparency, consistency, and scalability.
• Partner with leaders across business units to connect business drivers with financial outcomes and support coordinated planning.
• Develop integrated forecasts, scenarios, and performance views that reflect the needs of our company.
• Provide constructive challenge to assumptions, explain performance drivers, and frame alternatives in a balanced, fact-based manner.
• Promote common definitions, controls, and quality standards for management information while partnering effectively with relevant accounting, capital, risk, data, and operational teams.
• Communicate complex financial topics in accessible language tailored to varied executive, finance, and business audiences.
• Collaborate with stakeholders across business units, including international operations, to support reporting, analytics, and evolving business needs.
• Serve as a subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices.
• Participate in budget planning and overall expense management.
• Provide direction and mentorship to team members while fostering a culture of innovation, collaboration, and continuous improvement.
• Serve as SOX process owner; understand processes and controls to ensure accuracy and completeness.
• Oversee treatment of reporting errors and control deficiencies.
• Serve as a point person for ad hoc requests, strategic projects, and executive-level reporting needs.

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, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field.
• Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives.
• Demonstrated ability to work across finance, actuarial, technology, and business functions to deliver data-driven solutions.
• Experience with financial data warehousing, data aggregation, and enterprise reporting environments.
• Strong knowledge of business intelligence and reporting tools such as Power BI.
• Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes.
• Familiarity with cloud-based data environments such as AWS and enterprise planning platforms such as Oracle.
• Experience working with complex, multi-source financial and operational data.
• Exposure to AI-enabled analytics, data discovery, or reporting solutions.
• Insurance, financial services, actuarial, or related industry experience preferred.
• Experience partnering with geographically dispersed or international business teams.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays, 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.