Lead Specialist, FP&A - Capital Reporting

Financial Analysis Expert

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 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 - $170,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.

Disclaimer:
Beware of fake job offers!

We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our…