Strategic Finance Lead: Tech Budgets & Investments

Transamerica; Baltimore (MD); Hybrid; USD 130,000 - 165,000; Full time

Benefits offered by this job

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Paid Time Off 160 hours

Job summary

Transamerica in the United States is seeking a Lead Specialist, Financial Analysis to partner with senior Enterprise Technology leaders on budgeting, forecasting, technology spend management, and investment planning. You will translate financial data into strategic recommendations that drive business results.

The ideal candidate has at least ten years of financial analysis experience in insurance or financial services, expert accounting/finance knowledge, and strong communication skills to

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

• Lead or participate in large cross-functional projects with financial insights.
• Interpret data to determine past performance and project financial results.
• Provide advanced financial analysis for technology development teams, supporting budgeting and forecasting.
• Collaborate with technology leaders on cost control and efficiency initiatives.
• Create communications for complex messages to diverse audiences at the enterprise level.
• Build solid business relationships with management to meet goals.
• Partner with financial analysts supporting infrastructure teams.

Skills

Financial analysis

Accounting/finance knowledge

Analytical thinking

Communication skills

MS Excel / Office

Strategic thinking

Education

Bachelor’s degree in accounting or finance

CPA/advanced degree

Tools

Oracle ERP

Power BI

Apptio

Job description

Transamerica in the United States is seeking a Lead Specialist, Financial Analysis to partner with senior Enterprise Technology leaders on budgeting, forecasting, technology spend management, and investment planning. You will translate financial data into strategic recommendations that drive business results.

The ideal candidate has at least ten years of financial analysis experience in insurance or financial services, expert accounting/finance knowledge, and strong communication skills to