Director, Capital Management

Transamerica•Philadelphia, PA

2d•$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. This role supports the 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, coordinating deliverables across Finance and related functions, and helps ensure the accuracy, completeness, and timely delivery of capital analysis and reporting. 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.

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, with the ability to communicate complex financial information to diverse audiences.
Strong organizational, project management, and prioritization skills.

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 the preparation and analysis of consolidated capital information, which may include 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, remittances from business units, and evaluation of capital optimization opportunities.
Provide financial analysis and recommendations to Finance leadership regarding capital allocation decisions, capital returns, financial leverage, and other capital management activities.
Oversee recurring capital management reporting and analytics, ensuring the accuracy, completeness, and timely delivery of monthly, quarterly, and annual reporting.
Monitor adherence to capital management policies and controls across business units and support the 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 to support business planning, quarterly reviews, and enterprise financial objectives.
Lead capital management projects and change initiatives, coordinate cross-functional resources, and ensure that deliverables meet established quality, timeline, and budget expectations.

Benefits

Competitive Pay
Bonus for Eligible Employees
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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