Lead Specialist, Financial Analysis - Business Analysis & Control

Aegon Global Business Solutions Center; Iowa (LA); 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

## Lead Specialist, Financial Analysis - Business Analysis & ControlApply: Cedar Rapids, Iowa: Denver, Colorado: Baltimore, Maryland: Philadelphia, Pennsylvania: Full time: Posted Today: MG1052**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**Provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. Independently lead complex analyses and assigned workstreams, delivering actionable insights across U.S. GAAP, statutory, capital, and management reporting while improving Finance processes, data quality, reporting automation, and analytical capabilities. Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business partners to execute Finance priorities. Apply modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to improve reporting efficiency, strengthen data governance, and support informed decision-making.**Job Description****Responsibilities:*** **Business Analysis & Controls** + 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, resource allocation, and business decisions. + Maintain effective financial controls, governance, documentation, and compliance processes; identify and resolve data or reporting issues. + Identify and implement process, automation, and reporting improvements that increase accuracy, efficiency, consistency, and transparency. + Serve as a subject-matter resource for financial data, reporting tools, analytical methods, and FP&A processes.* **FP&A Transformation** + Contribute to Finance process engineering initiatives that simplify, standardize, and automate planning, forecasting, management reporting, and performance management. + Assess end-to-end workflows, document requirements, and recommend solutions that reduce manual effort, strengthen controls, and improve scalability. + Coordinate assigned transformation workstreams and partner with Technology, Data, Actuarial, and Operations through design, testing, implementation, and adoption. + Partner with data and technology teams to develop and support Finance data solutions, including cloud-based repositories, AWS data lake environments, and integrated reporting architectures. + Develop and maintain scalable financial data models that support consistent planning, forecasting, reporting, analytics, and performance management. + Support data governance, lineage, reconciliation, and quality standards to improve reporting reliability and decision-making. + Develop executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools. + Translate complex financial and operational data into clear dashboards, scorecards, and performance metrics for senior leaders and business partners. + Promote effective use of data visualization, automation, and advanced reporting solutions to expand business insight and shorten reporting cycle times.**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:*** CPA/advanced degree* Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting)**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.***What We Offer**For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.Compensation Benefits* Competitive Pay* Bonus for Eligible EmployeesBenefits Package* Pension Plan* 401k Match* Employee Stock Purchase Plan* Tuition Reimbursement* Disability Insurance* Medical Insurance* Dental Insurance* Vision Insurance* Employee Discounts* Career Training & Development OpportunitiesHealth and Work/Life Balance Benefits* Paid Time Off starting at 160 hours annually for employees in their first year of service.* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars* Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.* Adoption Assistance* Employee Assistance Program* Back-Up Care Program* PTO for Volunteer Hours* Employee Matching Gifts Program* Employee Resource Groups* Inclusion and Diversity Programs* Employee Recognition Program* Referral Bonus Programs