Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Senior Director of Financial Planning & Analysis leading team to ensure financial insights for CoverMyMeds. Collaborating with high-growth teams in a dynamic healthcare environment.
Responsibilities
- Lead a matrix organization to ensure financial health
- Develop and execute against annual budget, monthly forecasts, and long-range plan
- Elevate insights and analysis through analytics capabilities
- Ensure accurate and timely completion of management reports
- Provide insightful and actionable reporting
- Deliver executive level presentations and written commentary
- Support M&A process and investment decisions
- Mentor direct reports and foster teamwork
Requirements
- Bachelor's degree in Finance or Accounting required
- 13+ years’ experience in Financial Planning Analysis roles
- 6+ years in leadership role
- Business Intelligence tool experience preferred, but not required
- Advanced Excel, Power Point
- ERP and Planning tool experience (SAC, NetSuite, and SAP a plus)
- Experience with high growth and/or technology companies preferred
- Experience in healthcare industry plus
Benefits
- Competitive compensation package
- Annual bonus or long-term incentive opportunities
- Total Rewards benefits including health insurance, retirement plans, professional development, and more
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