Sr Specialist, Finance Transformation - Report Builder

Job Family

Finance - General

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.

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.

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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Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization’s financial reporting results.

• Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives.
• Manage stakeholder expectations and make critical decisions to align projects and organizational objectives.
• Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes.
• Spearhead initiatives for innovating and optimizing processes in finance systems.
• Guide and advance capabilities of the team.
• Contribute to strategic planning and ensuring alignment with organizational goals.

• Bachelor's degree in finance, accounting, or related field, or equivalent experience
• Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years)
• Outstanding strategic planning skills to execute finance system transformations
• Advanced skills managing expectations and cultivating relationships with key stakeholders
• Ability to focus on and achieve desired outcomes in finance transformation projects

• Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis
• Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions
• Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports
• Solid understanding of SQL, relational databases, and data modeling best practices for…