Lead Specialist, Financial Analysis - Enterprise Technology

Transamerica Corporation; Philadelphia (Philadelphia County); Hybrid; USD 130,000 - 165,000; Full time

Benefits offered by this job

Health insurance

Pension Plan

401k Match

Annual Bonus

Paid time off

Job summary

Transamerica Corporation in the United States is seeking a Lead Specialist in Finance for Enterprise Technology. The role partners with senior leaders on budgeting, forecasting, technology spend management, and investment planning to drive business results.

The candidate will deliver financial insights, identify risks, and influence decisions on contracts and resource allocation in a hybrid office environment.

Qualifications

• Bachelor’s degree in accounting or finance or equivalent experience.
• Ten years of financial analysis experience in insurance/finance or investment management.
• Expert knowledge of accounting/finance with strong analytical and communication skills.

Responsibilities

• Lead cross‑functional projects and provide financial insights.
• Own budgeting, forecasting, and investment planning for technology.
• Translate financial data into strategic recommendations for executives.
• Support cost control and efficiency initiatives with management.
• Develop relationships with leadership and partner across programs.

Skills

Financial analysis

Budgeting

Forecasting

Strategic thinking

Communication

Education

Bachelor's degree in accounting or finance

Tools

Oracle ERP

Power BI

Apptio

Job description

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 and work. 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

This Lead Specialist, Financial Analysis role serves as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning. The individual will provide financial insights, identify risks and opportunities, and help guide decisions on projects, contracts, and resource allocation. The ideal candidate combines strong financial analysis experience with the ability to influence business leaders, improve processes, and translate financial data into strategic recommendations that drive business results.

Job Description Responsibilities

• Utilize subject matter expertise to lead or participate in large cross‑functional projects.
• Providing financial insight and ownership of key strategic initiatives including data validation, review, analysis and reporting.
• Review and interpret data to determine past performance and/or project financial results for the most complex assignments.
• Share information with others and aid in planning of next steps for financial data.
• Deliver a higher level of financial analysis for 2 technology development teams providing understanding to aid in solving problems in unique ways.
• Including support and oversight of actual financial reporting, forecast and the budget and mid‑term plan processes.
• Collaborate with technology leaders and management on cost control; Lead identification, execution, and tracking of efficiency initiatives; report progress against efficiency and agreed cascaded targets.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels within the Enterprise Technology and Finance functions.
• Develop solid business relationships with all levels of management; partner with senior management to meet business goals.
• Partner with the financial analysts supporting tactical and operational levels of the infrastructure technology development teams.

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 financial services and technology support GAAP principles Knowledge of Oracle ERP, Power BI and/or Apptio

Working Conditions

Hybrid Office Environment

Compensation

The Salary for this position generally ranges between $130,000 - $165,000 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. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration‑related employment authorization sponsorship. This is a hybrid position requiring three days in office per week in one of our hub locations. Relocation assistance will not be provided for this position.

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 Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health 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 Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That’s why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

As of December 31, 2023 At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by 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.

Transamerica is a part of Aegon, an integrated, diversified, international financial services group. The Aegon companies employ over 21,500 people and have approximately 31.7 million customers.* For more information, visitwww.transamerica.com. * As of December 31, 2022 For more information about Transamerica’s privacy practices, click here.