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

Transamerica; Baltimore (MD); Hybrid; USD 159,000 - 210,000; Full time

Job summary

Transamerica is seeking a senior FP&A leader to drive financial analysis, performance management, and finance transformation for US GAAP, statutory, capital, and management reporting.

You will lead processes, govern data, develop dashboards with Power BI, and partner with Technology, Data, Actuarial, and Operations to improve planning and reporting. This is a hybrid in-office role in the U.S. with collaboration across finance functions.

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

• 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.
• Lead FP&A transformation to simplify and automate planning, forecasting, and reporting.
• Assess end‑to‑end workflows to eliminate manual effort and improve efficiency.
• Partner with Technology, Data, Actuarial, and Operations to improve data and reporting.
• Design scalable finance data models to support planning and analytics.
• Establish data governance and improve reporting reliability.
• Develop executive dashboards and self‑service analytics using Power BI.

Skills

Leadership

Communication

Organizational skills

Excel

MS Office

Finance systems

Data visualization

Education

Bachelor’s degree in accounting or finance

Tools

Power BI

Job description

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.

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.

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.

What We Offer