Head of Commercial Finance providing strategic financial leadership across complex initiatives. Leading business growth and operational efficiency in Latin America.
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Hybrid Lead Specialist, Financial Analysis – Consolidated Expense Management
Posted 2 months ago
About the role
- Lead Specialist for Financial Analysis providing insights and decision support for CIO at Transamerica. Managing enterprise wide expense reporting and consolidation across business units.
Responsibilities
- Support the Chief Investment Officer: Serve as the primary financial and analytical partner to the CIO, providing reporting, insights, and decision support for Investment Office operations.
- Develop scenario models, forward-looking projections, and earnings-impact analyses related to investment operations and long-term strategy.
- Maintain deep understanding of CIO-related expense drivers, headcount, technology spend, vendor costs, and allocated expenses.
- Prepare executive-level content and messaging that translates complex data into clear, actionable insights.
- Report on Consolidated Transamerica Expenses: Own the monthly enterprise expense consolidation process across all business units.
- Build and maintain a consistent expense classification framework (controllable vs. non-controllable; fixed vs. variable).
- Deliver consolidated expense analysis for Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR).
- Partner with FP&A and business finance teams to ensure alignment of reporting standards, methodologies, and accuracy.
- Enhance Enterprise Insights & Forward-Looking Capabilities: Provide enterprise-level risk and opportunity analyses across Operating Expense.
- Develop forecasting tools and dashboards that increase transparency and support senior-level decision making.
Requirements
- 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
- Expense Management Expertise: Strong understanding of budgeting, forecasting, variance analysis, and tracking expenses on a run, grow, and transform basis.
- Insurance Industry Financial Acumen: Understanding of Statutory and GAAP accounting principles, expense treatment, and impacts to capital.
- Investment Operations & Finance Knowledge: Familiarity with portfolio management concepts and how expenses (direct and allocated) support the Investment organization.
- Executive Presence: Ability to clearly communicate with senior leaders; strong experience preparing materials for leadership meetings and committees.
- Advanced Data Analysis Skills: Expertise with Excel and Power BI; ability to build dashboards and models for senior leaders.
- Technology & Systems Experience: Prior experience with Oracle, data visualization tools, enterprise data repositories, and IBOR investment systems.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- 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
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