Director, FP&A & Financial Strategy

Transamerica; Baltimore (MD); Hybrid; USD 159,000 - 211,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica is seeking a Director of Financial Planning & Analysis to deliver accurate, timely financial insight across the company and connect US GAAP performance with operational KPIs.

The role establishes modern finance platforms, governance, and reliable monthly/quarterly management reporting while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.

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.]
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Skills

Leadership

Communication

Analytical thinking

Excel

Power BI

Education

Bachelor’s degree in accounting or finance

CPA

MBA

Tools

MS Office

Power BI

Financial systems

Job description

Transamerica is seeking a Director of Financial Planning & Analysis to deliver accurate, timely financial insight across the company and connect US GAAP performance with operational KPIs.

The role establishes modern finance platforms, governance, and reliable monthly/quarterly management reporting while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.