Director, Finance FP&A
Transamerica•Cedar Rapids, IA
•$159,000 - $200,000•Hybrid
About The Position
Serve as a key member of Transamerica’s Financial Planning and Analysis team, with responsibility for leading capital and regulatory reporting, consolidated forecast and budget coordination, and management reporting activities. Provide financial expertise, strategic direction, and functional oversight in a leadership capacity, partnering closely across Finance teams, with business leaders, the Chief Investment Office, and Capital Strategy to deliver accurate, insightful, and well-controlled reporting and analysis.
Requirements
- Bachelor’s degree in accounting or finance, or equivalent experience
- 12 years of accounting/finance experience including eight years of management experience
- Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
- Strong leadership and people management skills
- Ability to effectively communicate, orally and in writing, to diverse audiences
- Organizational and prioritization skills
- Advanced computer skills in MS Office, Excel and financial business systems
Nice To Haves
- CPA/advanced degree
- Extensive knowledge of life insurance and annuity products, statutory reporting requirements, regulatory capital frameworks, management reporting, and financial analysis.
- Knowledge of NAIC Risk Based Capital requirements and Bermuda regulatory reporting.
- Experience with Oracle ERP, including planning and forecasting.
- Experience preparing and presenting financial, capital, or regulatory reporting analysis for senior leadership or governance audiences.
Responsibilities
- Lead a team within FP&A responsible for capital and regulatory reporting deliverables, forecast coordination, and related management reporting and analysis.
- Oversee preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, ensuring content is clear, accurate, complete, and decision-useful.
- Provide technical expertise on capital reporting, statutory reporting, management reporting, and forecast analysis; serve as a subject matter expert and escalation point for complex questions.
- Partner with business units, Financial Reporting, Actuarial, Risk, Treasury, Tax, Investments, and other FP&A teams to ensure reporting and forecasts are aligned, well supported, and integrated across the organization.
- Lead or participate in cross-functional initiatives, including process improvements, system implementations, and changes to reporting or forecasting processes.
- Review and interpret financial and capital data to evaluate results, explain key drivers, assess forecast changes, and support informed leadership decision-making.
- Create communications for complex messages to a variety of audiences at strategic and operational levels.
- Develop team talent through coaching, prioritization, feedback, and succession planning; coordinate performance reviews and evaluate overall team achievements.
- Responsible for ensuring work is performed in a strong control environment; function as a process owner for key reporting, forecasting, or control processes.
- Recommend and lead implementation of changes to improve quality, efficiency, scalability, and use of technology across reporting and analysis processes.
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
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What This Job Offers
Job Type
Full-time
Career Level
Director
