Lead Specialist, FP&A - Capital Reporting

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.

• 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.

• 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.

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

• Hybrid (In office: Tuesdays, Wednesdays & Thursdays).

The salary for this position generally ranges between $128,000 and $170,000 annually. The actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. The position is typically eligible for an annual bonus based on the company bonus plan and individual performance.

• Competitive pay, bonus for eligible employees, and pension plan.
• 401(k) match, Employee Stock Purchase Plan, and tuition reimbursement.
• Disability, medical, dental, and vision insurance.
• Employee discounts and career training & development opportunities.
• Health and work/life balance benefits, paid time off of at least 160 hours annually in the first year, and ten paid holidays.
• Be Well holistic wellness program, including wellness coaching and reward dollars.
• Parental leave of fifteen days per calendar year for eligible employees with at least one year of service.
• Adoption assistance, employee assistance program, backup care program, PTO for volunteer hours.
• Employee matching gifts program, employee resource groups, inclusion and diversity programs, employee recognition program, and referral bonus programs.