Senior Expense & Consolidation Lead (Hybrid)

Transamerica; Baltimore (MD); Hybrid; USD 128,000 - 170,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development

Job summary

Transamerica seeks a senior-level finance professional to manage US Headquarters expenses, consolidations, and chargeback modeling. The role focuses on building reliable monthly expense processes, partnering with budget owners, and ensuring accurate reporting for subsidiaries.

Responsibilities include close collaboration with tax and business leaders, supporting annual budgeting, and delivering executive‑level summaries.

Qualifications

• Bachelor’s degree in accounting or finance or equivalent experience.
• Ten years of financial analysis experience in insurance, financial services or investment management.
• Expert knowledge of accounting/finance and budgeting, forecasting and variance analysis.
• Strong communication, analytical and problem-solving skills.
• Ability to communicate on business/market and legislative issues at a macro level.
• Strong organizational and prioritization skills for timely decisions.
• Excellent written and oral communication and presentation skills.
• Advanced computer skills in MS Office, Excel and financial systems.

Responsibilities

• Expense Management for US Headquarters with monthly close and reporting.
• Consolidation of Transamerica Inc. expenses and variance analysis.
• Develop and maintain expense consolidation models and reporting tools.
• Support annual budgeting, forecasting and long‑range planning across subsidiaries.
• Develop and execute chargeback model for US Headquarter costs with tax and allocation considerations.

Skills

Analytical skills

Problem solving

Communication skills

Presentation skills

Strategic thinking

Organizational skills

Education

Bachelor's degree in accounting or finance

CPA/advanced degree (preferred)

Tools

MS Office

Excel

Financial systems

Anaplan

Essbase

Oracle

Job description

Transamerica seeks a senior-level finance professional to manage US Headquarters expenses, consolidations, and chargeback modeling. The role focuses on building reliable monthly expense processes, partnering with budget owners, and ensuring accurate reporting for subsidiaries.

Responsibilities include close collaboration with tax and business leaders, supporting annual budgeting, and delivering executive‑level summaries.