Department Manager for Distribution & Investments leading digital transformation at progressive tech company. Oversight of strategy, team leadership, and stakeholder collaboration for IT solutions.
TR
Hybrid Lead Specialist, Financial Analysis – Consolidated Expense Management
Posted 19 minutes 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
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Senior - level role directing Distribution expense strategy at Transamerica. Shape and execute financial analysis to support Distribution leadership team while aligning with Corporate Finance FP&A.
Project Finance Analyst at Coates Field Service providing finance and accounting support to Project Accounting Group. Preparing project estimates and managing reporting of project cash flow forecasts in Oklahoma City.
Manager in Financial Markets providing advisory services on complex financial structures for clients. Leading teams, mentoring staff, and ensuring project success in a dynamic environment.
Director leading financial advisory services for PwC's Personal Financial Services practice. Responsible for business development, executive client relations, and mentoring future leaders.
Senior Manager in PwC Private, leading projects and advising affluent clients on financial planning. Overseeing a variety of operational processes and driving project success through strategic innovation.
CFO for a Berlin - based EnergyTech company overseeing financial governance and corporate finance initiatives. A strategic partner to the CEO and leadership team in a hybrid work environment.
Senior FP&A Analyst for xScale Investor Reporting at Equinix, facilitating financial and operational reporting processes. Collaborating with cross - functional teams to ensure accurate and timely reporting.
Accounts Receivable Finance Specialist managing revenue accuracy and accounting activities for Hostinger in a role supporting financial audits and process improvements.
Designated Person for Investment Management Oversight at WisdomTree overseeing delegated investment management and distribution for Irish - domiciled funds. Responsible for regulatory compliance and supervision of activities.