Senior FP&A & Finance Transformation Lead

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

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

Transamerica is seeking an experienced FP&A Senior Analyst to provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. You will independently lead complex analyses and collaborate across teams to deliver insights across US GAAP, statutory, capital, and management reporting.

You will apply modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to improve reporting, governance, and decision-making,

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

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, 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.
• Contribute to Finance process engineering initiatives that simplify, standardize, and automate planning, forecasting, management reporting, and performance management.
• Coordinate with Technology, Data, Actuarial, and Operations through design, testing, implementation, and adoption.
• Develop executive dashboards, management reporting, and self-service analytics using Power BI and other data visualization tools.

Skills

Analytical skills

Problem solving

Communication skills

Presentation skills

Education

Bachelor's degree in accounting or finance

Tools

MS Office

Excel

Financial systems

Job description

Transamerica is seeking an experienced FP&A Senior Analyst to provide advanced financial analysis, performance management, and finance transformation support for the FP&A organization. You will independently lead complex analyses and collaborate across teams to deliver insights across US GAAP, statutory, capital, and management reporting.

You will apply modern finance platforms, AWS-based data solutions, Power BI, and other analytics tools to improve reporting, governance, and decision-making,