Director, Finance

Aegon; United States; Hybrid; USD 159,000 - 211,000; Full time

Job summary

Aegon is seeking a Director of Financial Planning & Analysis to provide timely, decision-useful insights aligning US GAAP results, capital considerations, and KPIs with strategic business priorities.

The role leads a high-performing FP&A function, partnering with Finance, Technology, Actuarial, and business teams to deliver scalable data structures, dashboards, and integrated forecasts for senior leadership. Hybrid work, with a focus on reporting excellence.

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.

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.

Skills

Leadership

Communication

Project management

MS Excel

Education

Bachelor’s degree in accounting or finance

CPA / MBA preferred

Tools

Power BI

MS Office

Financial systems

Job description

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.