Lead Specialist, Financial Analysis

Transamerica; Iowa, Northern (LA, KY); Hybrid; USD 128,000 - 170,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Transamerica is seeking a Lead Specialist, Financial Planning & Analysis to join our team. You will perform and coordinate monthly and quarterly reporting, linking US GAAP results with operational KPIs across multiple-business units.

You’ll drive budgeting, forecasting, and scenario analyses while building executive dashboards and clear management commentary. The role requires at least ten years of financial analysis experience in financial services, strong Excel and Power BI skills, and

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Ten years of financial analysis experience in insurance/financial services.
• Expert knowledge of accounting/finance.
• Analytical and problem solving skills.
• Excellent written/oral communication and presentation skills.
• Experience with Power BI, dashboards, and data integration.

Responsibilities

• Perform monthly and quarterly management reporting, including analysis of US GAAP results, capital considerations, KPIs, trends, and opportunities across an international organization.
• Prepare concise commentary and insights for leadership linking financial outcomes to operations and market conditions.
• Support budgeting, forecasting, long-range planning, and scenario analysis with coordinated inputs.
• Develop and maintain executive dashboards and reporting packages for diverse audiences.
• Collaborate with Finance, Technology, Actuarial, Accounting, Capital, Risk, and business units to resolve data questions and deliver coordinated analysis.
• Lead or support FP&A workstreams, define plans, coordinate contributors, monitor dependencies, and escalate risks.

Skills

Financial analysis

Power BI

Excel

Communication skills

Problem solving

Strategic thinking

Regulatory knowledge

Education

Bachelor's degree in accounting or finance

CPA/MBA preferred

Tools

MS Office

Financial data warehousing

Job description

## Lead Specialist, Financial AnalysisApply: Cedar Rapids, Iowa: Denver, Colorado: Baltimore, Maryland: Philadelphia, Pennsylvania: Full time: Posted Yesterday: MG1054**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**The Lead Specialist, Financial Planning & Analysis supports the Director of FP&A by performing and coordinating high-quality financial analysis, management reporting, planning, data, platform, and control activities across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This role support the establishment of modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services. This position leads defined workstreams and contributes subject-matter expertise while operating within the broader direction of the Director of FP&A. The Lead Specialist partners across functions and business units, strengthens scalable finance capabilities, and escalates significant judgments, reporting errors, and control deficiencies to the Director. The role may mentor peers and help coordinate shared deliverables, but is not the primary people leader for the FP&A function.**Job Description****Responsibilities:*** Perform and coordinate monthly and quarterly management reporting, including analysis of US GAAP results, capital considerations, operational KPIs, trends, variances, and emerging business drivers across an international organization.* Prepare clear, concise commentary and decision-useful insights for leadership, connecting financial outcomes with operational performance, market conditions, strategic priorities, and material risks or opportunities.* Support budgeting, forecasting, long-range planning, and scenario analysis by coordinating inputs, challenging assumptions, maintaining models, and helping translate business strategies into financial and operational outlooks.* Develop and maintain executive dashboards, recurring reporting packages, and ad hoc analyses that present reliable measures, meaningful comparisons, and actionable conclusions for varied audiences.* Partner with Finance, Technology, Actuarial, Accounting, Capital, Risk, Data, and insurance and non-insurance business units to clarify requirements, align definitions, resolve data or reporting questions, and deliver coordinated analysis.* Lead or support defined FP&A workstreams, establishing practical plans, coordinating contributors, monitoring dependencies, documenting decisions, and escalating significant judgments or delivery risks to the Director of FP&A.* Use Power BI and related analytics tools to create intuitive, governed reporting experiences; support financial data warehousing and aggregation, multi-source data integration, and efficient distribution of management information.* Contribute to modern finance platforms and scalable data structures, including planning platforms such as Oracle and cloud environments such as AWS, by defining business needs, supporting testing, validating outputs, and improving adoption.* Help design and sustain reliable data flows, governance practices, controls, common definitions, lineage, and quality standards so that financial and operational information is consistent, explainable, and fit for decision-making.* Support SOX-relevant processes and controls by maintaining documentation, performing or coordinating control activities, supplying evidence, and partnering with control owners and assurance teams.* Investigate reporting errors, reconciliations, data anomalies, and control deficiencies; coordinate root-cause analysis and remediation actions; validate corrections; and promptly escalate material issues to the Director of FP&A.* Evaluate and apply emerging capabilities, including AI-enabled analytics, with appropriate attention to data quality, transparency, governance, controls, and human judgment.* Promote inclusive collaboration, knowledge sharing, and continuous improvement by simplifying recurring work, standardizing effective practices, documenting processes, and constructively mentoring or supporting peers.**Qualifications:*** Bachelor’s degree in accounting or finance, or equivalent experience* Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry* Expert knowledge of accounting/finance* Analytical and problem solving skills* Strategic thinker able to communicate on business/market and legislative issues at a macro level* Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information* Excellent written/oral communication and presentation skills to provide complex information to diverse audiences* Advanced computer skills in MS Office, Excel and financial business systems**Preferred Qualifications:*** Experience within insurance, financial services, or another regulated, capital-sensitive industry, including exposure to international operations or multiple business models.* Hands-on experience with Power BI, financial data warehousing or aggregation, governed dashboards, and the integration of data from multiple financial and operational sources.* Exposure to cloud environments such as AWS and to modern finance or planning platforms such as Oracle.* Experience supporting finance transformation, platform implementation, process automation, data modernization, or scalable reporting design.* Familiarity with SOX processes and controls, control testing support, deficiency assessment, root-cause analysis, and remediation tracking.* Exposure to AI-enabled analytics or other emerging technologies used to enhance analysis, forecasting, anomaly detection, narrative reporting, or decision support.* CPA, MBA, or a master’s degree in finance, accounting, economics, analytics, or a related field.**Working Conditions:*** Hybrid (In Office; Tuesdays, Wednesdays, Thursdays) The Salary for this position generally ranges between $128,000 - $170,000 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.**Disclaimer:***Beware of fake job offers!*We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:* We will **never** request personal information such as ID or payment for equipment upfront.* Official offers are sent via **DocuSign** following a verbal offer—not through text or email.*This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.*