Lead Specialist, Financial Analysis - Capital Reporting
Job in
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-07-29
Listing for:
Transamerica
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Corporate Finance
Job Description & How to Apply Below
Finance - General
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.
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Job Description Summary
Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.
Job Description
Responsibilities:
Use subject matter expertise to lead or participate in large cross-functional projects, ensuring effective collaboration across departments.
Lead efforts to establish Transamerica, Inc. regulatory reporting under the new US regulatory regime, facilitating the transition from Bermuda.
Work closely with senior leadership to identify necessary updates for capital-related management reporting and key performance indicators (KPIs).
Coordinate with international colleagues to implement required reporting processes, including defining and determining required data elements.
Analyze and interpret data to assess past performance and forecast financial results for highly complex assignments. Share findings and assist in planning next steps for financial data.
Provide advanced financial analysis to facilitate innovative solutions to complex problems.
Demonstrate technical proficiency in management reporting for capital generation and serve as a subject matter expert in this area.
Prepare communications for complex messages, tailored to strategic and operational audiences.
Build strong business relationships with all levels of management and partner with senior management to achieve business objectives.
Act as a process owner, as needed, to ensure top performance in a control environment.
Qualifications:
Bachelor’s degree in accounting or finance, or equivalent experience
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