Manager, Finance - Capital Reporting

Transamerica

Baltimore (MD)

Hybrid

USD 109,000 - 140,000

Full time

40 hours ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Wellness program

Job summary

Transamerica is seeking a Senior FP&A leader to oversee regulatory reporting and consolidated capital reporting, while coordinating forecasts and analytics. The role drives performance management, coaching, and process controls within a cross-functional team in a hybrid office setting.

The ideal candidate brings 8+ years in accounting/finance with supervisory experience, strong communication skills, and hands-on expertise in Oracle ERP, Tagetik, or Razor.

Qualifications

Bachelor’s degree in accounting or finance or equivalent experience.
Eight years of accounting/finance experience including three years of supervisory/management experience.
Strong people management skills.
Ability to effectively communicate, orally and in writing, to diverse audiences.
Organizational and prioritization skills.
Advanced computer skills in MS Office, Excel and financial business systems.

Responsibilities

Lead a team within FP&A responsible for regulatory reporting with additional ownership of forecast coordination and processing, and analysis of forecast changes.
Adapt department plans to address resource and operational challenges. Operates mostly within their own function but participates in cross-functional initiatives.
Develop team talent through coaching, prioritization, feedback, and succession planning. Coordinate performance reviews and evaluate overall team achievements.
Responsible for ensuring work is performed in a control environment, may function as a process owner.
Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Skills

People management

Communication

Prioritization

microsoft Excel

Education

Bachelor’s degree in accounting or finance

Tools

Oracle ERP

Tagetik

Razor

Job description

About Us

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

Serve as a key member of Transamerica’s Financial Planning and Analysis team, with responsibility for reporting consolidated capital reporting results, Bermuda regulatory reporting, and forecast oversight and analysis.

Job Description

Responsibilities

Lead a team within FP&A responsible for regulatory reporting with additional ownership of forecast coordination and processing, and analysis of forecast changes.
Adapt department plans to address resource and operational challenges. Operates mostly within their own function but participates in cross-functional initiatives.
Develop team talent through coaching, prioritization, feedback, and succession planning. Coordinate performance reviews and evaluate overall team achievements.
Responsible for ensuring work is performed in a control environment, may function as a process owner.
Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Qualifications

Bachelor’s degree in accounting or finance, or equivalent experience
Eight years of accounting/finance experience including three years of supervisory/management experience
Strong people management skills
Ability to effectively communicate, orally and in writing, to diverse audiences
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

Knowledge of insurance products, statutory reporting requirements, Bermuda regulatory reporting, and management reporting, and analysis.
Experience with Oracle ERP, including planning and forecasting.
Experience with Tagetik and/or Razor.

Working Conditions

Hybrid (In Office: Tuesdays, Wednesdays, Thursdays)

The Salary for this position generally ranges between $109,000 - $140,000 annually/per hour.

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.

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.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

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.