Director, FP&A — Strategic Capital & Regulatory Insights

Transamerica; Cedar Rapids (IA); Hybrid; USD 159,000 - 211,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica in Cedar Rapids, IA is seeking a Senior FP&A leader to drive capital and regulatory reporting, consolidate forecasts, and deliver insightful management reporting across the organization.

You will partner with Finance, Actuarial, Risk, Tax, Investments, and business leaders to ensure accurate, well-supported forecasts and strong control environments, while developing talent and driving process improvements.

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

• Lead a team within FP&A responsible for capital and regulatory reporting deliverables, forecast coordination, and related management reporting and analysis.
• Oversee preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, ensuring content is clear, accurate, complete, and decision-useful.
• Provide technical expertise on capital reporting, statutory reporting, management reporting, and forecast analysis; serve as a subject matter expert and escalation point for complex questions.
• Partner with business units, Financial Reporting, Actuarial, Risk, Treasury, Tax, Investments, and other FP&A teams to ensure reporting and forecasts are aligned, well supported, and integrated across the organization.
• Lead or participate in cross-functional initiatives, including process improvements, system implementations, and changes to reporting or forecasting processes.
• Review and interpret financial and capital data to evaluate results, explain key drivers, assess forecast changes, and support informed leadership decision-making.
• Create communications for complex messages to a variety of audiences at strategic and operational levels.
• Develop team talent through coaching, prioritization, feedback, and succession planning; coordinate performance reviews and evaluate overall team achievements.
• Responsible for ensuring work is performed in a strong control environment; function as a process owner for key reporting, forecasting, or control processes.
• Recommend and lead implementation of changes to improve quality, efficiency, scalability, and use of technology across reporting and analysis processes.

Skills

Leadership

Communication

Financial analysis

MS Excel

Strategic thinking

Budgeting

Education

Bachelor’s degree in accounting or finance, or equivalent experience

Tools

Oracle ERP

MS Office

Job description

Transamerica in Cedar Rapids, IA is seeking a Senior FP&A leader to drive capital and regulatory reporting, consolidate forecasts, and deliver insightful management reporting across the organization.

You will partner with Finance, Actuarial, Risk, Tax, Investments, and business leaders to ensure accurate, well-supported forecasts and strong control environments, while developing talent and driving process improvements.