Director, Capital Management

Transamerica•Philadelphia, PA

17h•$190,000 - $240,000•Onsite

About The Position

The Director, Capital Management provides financial expertise and leadership for capital management activities, including capital forecasting, capital allocation analysis, balance sheet management, and capital reporting. The role supports execution of the enterprise capital management framework and develops analysis and recommendations that inform financial planning and capital-related decisions. The Director leads capital management projects, coordinates deliverables across Finance and related functions, and helps ensure capital analysis and reporting are accurate, complete, and delivered on time. The position partners with Treasury, Risk Management, Financial Planning and Analysis, and business unit finance teams to support capital efficiency, financial strength, and broader enterprise objectives. This is an in-office position in Transamerica’s Philadelphia offices. The stated annual salary range is $190,000–$240,000. The position is typically eligible for an annual bonus based on the Company Bonus Plan and individual performance, at the company’s discretion. Applicants must be legally authorized to work in the U.S. without immigration-related employment authorization sponsorship. Transamerica describes itself as employing nearly 7,000 people and as part of Aegon, an international financial services group serving approximately 23.9 million customers worldwide.

Requirements

Bachelor’s degree in accounting, finance, economics, actuarial science, business, or a related field, or equivalent experience.
12 years of accounting or strategic finance experience.
Experience in capital management, financial planning and analysis, balance sheet management, corporate finance, investments, or a related financial discipline.
Advanced knowledge of capital frameworks, capital allocation, balance sheet management, financial forecasting, and capital instruments.
Experience preparing and presenting financial and capital analysis to senior leaders and other key stakeholders.
Experience within the insurance or financial services industry.
Advanced proficiency in Microsoft Excel, PowerPoint, financial modeling, and financial reporting or business systems.
Strong written and verbal communication skills, including the ability to communicate complex financial information to diverse audiences.
Strong organizational, project management, and prioritization skills.
Legal authorization to work in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes.

Nice To Haves

Certified Public Accountant designation or an advanced degree in accounting, finance, economics, actuarial science, business, or financial management.
Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC risk-based capital principles.
Experience working across both corporate and business unit finance organizations.
Experience with enterprise capital allocation, dividend planning, capital forecasting, or enterprise stress testing.

Responsibilities

Lead preparation and analysis of consolidated capital information, potentially including financial leverage, holding company liquidity, free cash flow, and capital positions.
Manage capital structure and capital allocation analysis, including multi-year capital forecasting, scenario modeling, dividend planning, business-unit remittances, and evaluation of capital optimization opportunities.
Provide Finance leadership with financial analysis and recommendations on capital allocation decisions, capital returns, financial leverage, and other capital management activities.
Oversee recurring capital management reporting and analytics, ensuring accurate, complete, and timely monthly, quarterly, and annual reporting.
Monitor adherence to capital management policies and controls across business units, and support evaluation and resolution of capital-related risks, reporting errors, and control deficiencies.
Partner with Treasury, Risk Management, Financial Planning and Analysis, Investor Relations, Corporate Development, and business unit finance teams on business planning, quarterly reviews, and enterprise financial objectives.
Lead capital management projects and change initiatives, coordinate cross-functional resources, and ensure deliverables meet quality, timeline, and budget expectations.

Benefits

Competitive pay.
Annual bonus for eligible employees.
Benefits package.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year, typically mirroring NYSE holidays.
Be Well Company holistic wellness program, including wellness coaching and reward dollars.
Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service at the time of a qualifying birth or child placement.
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.