Lead Specialist, Financial Analysis - 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.

• 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.

• 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 appropriate information.
• Excellent written or 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 - $170,000 annually. Salary may vary above and below the stated amounts.

Benefits include:

• Competitive pay and bonus for eligible employees.
• Pension plan.
• 401(k) match.
• Employee stock purchase plan.
• Tuition reimbursement.
• Disability insurance.
• Medical insurance.
• Dental insurance.
• Vision insurance.
• Employee discounts.
• Career training and development opportunities.
• Paid time off starting at 160 hours annually for first‑year employees.
• Ten paid holidays per year.
• Wellness program with coaching and reward dollars.
• Paid parental leave (15 days per calendar year).
• Adoption assistance.
• Employee assistance 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.