Senior Manager, Finance - Capital Reporting

Transamerica; Cedar Rapids (IA); Hybrid; USD 136,000 - 180,000; Full time

Job summary

Transamerica is seeking a leader for their Financial Planning and Analysis team in Cedar Rapids, Iowa. This role requires expertise in capital generation analysis, team management, and effective communication with diverse business units.

The ideal candidate will have at least ten years of experience in accounting or finance, with strong people management skills and advanced MS Office proficiency. The position offers a hybrid working model and an attractive salary package.

Qualifications

• Ten years of accounting/finance experience including five years of supervisory/management experience.
• Ability to communicate effectively to diverse audiences.
• Advanced skills in MS Office, Excel and financial systems.

Responsibilities

• Lead a team within FP&A responsible for management reporting.
• Prepare capital-related reporting packages for senior management.
• Engage in large cross-functional initiatives.

Skills

People management skills

Effective communication

Organizational skills

Advanced computer skills in MS Office

Education

Bachelor’s degree in accounting or finance

Tools

Oracle ERP

Job description

Job Description Summary

Serve as a key member of Transamerica’s Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results and leading annual budget process for Transamerica’s capital generation.

Responsibilities

• Lead a team within FP&A responsible for management reporting with additional ownership for some regulatory reporting deliverables, while acting as a technical and subject matter expert.
• Lead preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, distilling complex data into succinct and clear presentations. Review and approve content and deliverables.
• Play a key role in budget creation, forecasting, and continuous evaluation of results, providing detailed analysis and reporting for both regulatory and management requirements.
• Partner with business units, Corporate FP&A, Actuarial, Risk, Treasury, Tax, and Accounting to ensure capital forecasts and reporting are aligned and well supported.
• Engage in large cross-functional initiatives, with potential to lead such projects.
• 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.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience
• Ten years of accounting/finance experience including five 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

• Extensive knowledge of insurance products, statutory reporting requirements, and management reporting, and analysis.
• Knowledge of NAIC Risk Based Capital requirements.
• Experience with Oracle ERP, including planning and forecasting.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

Compensation and Benefits

The salary range generally ranges between $136,000 - $180,000 annually. The position may be eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.