Senior FP&A Lead - Financial Analysis (Hybrid)

Transamerica; Iowa, Northern (LA, KY); Hybrid; USD 128,000 - 170,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Transamerica is seeking a Lead Specialist, Financial Planning & Analysis to join our team. You will perform and coordinate monthly and quarterly reporting, linking US GAAP results with operational KPIs across multiple-business units.

You’ll drive budgeting, forecasting, and scenario analyses while building executive dashboards and clear management commentary. The role requires at least ten years of financial analysis experience in financial services, strong Excel and Power BI skills, and

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Ten years of financial analysis experience in insurance/financial services.
• Expert knowledge of accounting/finance.
• Analytical and problem solving skills.
• Excellent written/oral communication and presentation skills.
• Experience with Power BI, dashboards, and data integration.

Responsibilities

• Perform monthly and quarterly management reporting, including analysis of US GAAP results, capital considerations, KPIs, trends, and opportunities across an international organization.
• Prepare concise commentary and insights for leadership linking financial outcomes to operations and market conditions.
• Support budgeting, forecasting, long-range planning, and scenario analysis with coordinated inputs.
• Develop and maintain executive dashboards and reporting packages for diverse audiences.
• Collaborate with Finance, Technology, Actuarial, Accounting, Capital, Risk, and business units to resolve data questions and deliver coordinated analysis.
• Lead or support FP&A workstreams, define plans, coordinate contributors, monitor dependencies, and escalate risks.

Skills

Financial analysis

Power BI

Excel

Communication skills

Problem solving

Strategic thinking

Regulatory knowledge

Education

Bachelor's degree in accounting or finance

CPA/MBA preferred

Tools

MS Office

Financial data warehousing

Job description

Transamerica is seeking a Lead Specialist, Financial Planning & Analysis to join our team. You will perform and coordinate monthly and quarterly reporting, linking US GAAP results with operational KPIs across multiple-business units.

You’ll drive budgeting, forecasting, and scenario analyses while building executive dashboards and clear management commentary. The role requires at least ten years of financial analysis experience in financial services, strong Excel and Power BI skills, and