Strategic Business Planning Analyst

Transamerica; United States; Remote; USD 81,000 - 90,000; Full time

Job summary

Transamerica seeks a strategic planning professional to support management in identifying and executing business priorities. The ideal candidate will have a bachelor's degree, relevant experience, and strong communication skills. This role requires collaboration with stakeholders and participation in enhanced project execution to meet strategic goals.

Benefits

Competitive Pay

Bonus for Eligible Employees

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Paid Time Off starting at 160 hours annually

Parental Leave

Employee Assistance Program

Inclusion and Diversity Programs

Qualifications

• Five years of strategic planning experience or in a consultant role.
• Ability to communicate with all levels of the organization.
• Familiarity with project management tools.

Responsibilities

• Assist with business case development and project execution.
• Lead business requirements and develop UAT test strategy.
• Prepare presentations for delivery to specific audiences.

Skills

Analytical

Problem-solving

Communication

Strategic Planning

Education

Bachelor’s degree in a business-related field

Tools

MS Office

Project management tools

Job description

Job Family

Corporate Development, Strategy and Sustainability

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

Support management to ensure strategic business priorities are identified, prioritized, executed and results measured. Collaborate with key stakeholders for the successful discovery and execution of enhancements and projects.

Job Description

Responsibilities:

• Assist with business case development through the collaboration with key stakeholders to articulate business needs in project terms

• Perform a critical business analysis or product owner role during project execution by:

  • Leading / creating business requirements

  • Completing current state and future state process flows

  • Providing input for processes, training , communication

  • Developing UAT test strategy plan

  • Developing and facilitating the execution of UAT test scripts

  • Coordinating with QA/IT partners

  • Monitoring and ensuring the resolution of defects through warranty period

• Develop and update strategic planning templates and communications.

• Update assigned strategic dashboards/tracking mechanisms.

• Coordinate with peers across the organization to continuously improve processes, documentation, communication, etc.

• Network with colleagues across business and technology to enhance business knowledge

• Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.

• Prepare presentations for delivery to specific audiences.

Qualifications:

• Bachelor’s degree in a business-related field or equivalent experience.

• Five years of strategic planning experience in a similar environment or in a planning/consultant role.

• Ability to communicate with all levels of the organization to influence others towards strategic goals.

• Analytical and problem-solving skills to plan strategy, tactics and perform root-cause analysis.

• Familiarity with project management tools, lifecycles, etc.

• Proficiency using MS Office tools.

Preferred Qualifications:

• Knowledge of Jira, Confluence and Service Now

• Insurance/financial services experience.

• Knowledge of LEAN Six Sigma methodology.

Working Conditions:

• Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

• Possible travel to attend strategic planning sessions.

The Salary for this position generally ranges between $81,000 - $90,000 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 Em ployees

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 s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• College Coach 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 - sponsor ed, 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.

* As of December 31, 2023