Lead Specialist - Consolidated Expense Management

Senior-Level Expense Management Role

This senior-level role serves as the key point of contact for the US Headquarters expense management, which includes consolidation of expenses for Transamerica Inc. subsidiaries.

Responsibilities:

• Expense Management for US Headquarters
  • Build and run a recurring, reliable, transparent, and insightful monthly expense results process.
  • Partner with budget owners to review results, drivers, variances, and forecasts.
  • Ensure accuracy, timeliness, and leadership-ready outputs.
  • Partner with business leaders to identify cost-saving opportunities and improve financial performance.
• Consolidation of Transamerica Inc. Expenses
  • Analyze monthly expense trends and investigate significant variances against budget and forecast
  • Coordinate with subsidiary finance teams to ensure accurate and timely expense reporting.
  • Develop and maintain expense consolidation models, reporting tools, and process documentation.
  • Support monthly, quarterly, and annual financial close activities.
  • Support annual budgeting, forecasting, and long-range planning activities across subsidiaries.
• Develop and execute chargeback model for US Headquarter costs
  • Determine annual costs to be charged to subsidiaries versus shareholders utilizing financial modeling.
  • Partner with the Tax department to ensure compliance with applicable tax laws and transfer pricing requirements.
  • Collaborate with business unit leaders to validate cost drivers and allocation assumptions.
  • Prepare annual chargeback calculations, supporting schedules, and executive-level summaries.

Qualifications:

• 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
• Expense management expertise – strong understanding of budgeting, forecasting, and variance analysis
• 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

Preferred Qualifications:

• Experience working with foreign subsidiaries
• Experience with Anaplan, Essbase, and Oracle
• CPA/advanced degree

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays, Thursdays)

The Salary for this position generally ranges between $128,000 - $170,000 annually/per hour. 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.

What We Offer

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

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 40…