FP&A Lead — Financial Analytics & Transformation (Hybrid)

Aegon Global Business Solutions Center

Iowa (LA)

Hybrid

USD 128,000 - 170,000

Full time

3 days ago
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Benefits offered by this job

Competitive pay
Pension Plan
401k match
Paid time off

Job summary

Transamerica is seeking a Lead Specialist, Financial Analysis to provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. You will independently lead complex analyses across U.S.

GAAP, statutory, capital, and management reporting, while improving data governance, reporting automation, and analytical capabilities. The role collaborates with FP&A, Actuarial, Capital Management, Investments, Technology, and business partners to

Qualifications

  • Bachelor’s degree in accounting or finance or equivalent experience.
  • Ten years of financial analysis experience in the insurance, financial services or investment management industry.
  • Expert knowledge of accounting/finance and reporting.
  • Excellent written/oral communication and presentation skills.

Responsibilities

  • Analyze financial performance, trends, risks, and opportunities and translate findings into clear, actionable recommendations.
  • Develop forecasts, scenario analyses, management reporting, and performance metrics to support planning and decisions.
  • Maintain effective financial controls, governance, documentation, and compliance processes; identify and resolve data or reporting issues.
  • Develop executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools.

Skills

Financial analysis
Power BI
Forecasting
Data governance
Automation

Education

Bachelor's degree in accounting or finance
CPA / advanced degree

Tools

MS Excel
Finance systems
AWS

Job description

Transamerica is seeking a Lead Specialist, Financial Analysis to provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. You will independently lead complex analyses across U.S.

GAAP, statutory, capital, and management reporting, while improving data governance, reporting automation, and analytical capabilities. The role collaborates with FP&A, Actuarial, Capital Management, Investments, Technology, and business partners to

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