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

Transamerica; Iowa; Hybrid; USD 128,000 - 170,000; Full time

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