Lead Specialist - Consolidated Expense Management

Transamerica•Cedar Rapids, IA

1d•$128,000 - $170,000•Hybrid

About The Position

This senior-level role serves as the key point of contact for the US Headquarters expense management, which includes consolidation of expenses for Transamerica Inc. subsidiaries.

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
Expert knowledge of accounting/finance
Expense management expertise – strong understanding of budgeting, forecasting, and variance analysis
Analytical and problem solving skills
Strategic thinker able to communicate on business/market and legislative issues at a macro level
Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
Advanced computer skills in MS Office, Excel and financial business systems

Nice To Haves

Experience working with foreign subsidiaries
Experience with Anaplan, Essbase, and Oracle
CPA/advanced degree

Responsibilities

Build and run a recurring, reliable, transparent, and insightful monthly expense results process.
Partner with budget owners to review results, drivers, variances, and forecasts.
Ensure accuracy, timeliness, and leadership-ready outputs.
Partner with business leaders to identify cost-saving opportunities and improve financial performance.
Analyze monthly expense trends and investigate significant variances against budget and forecast.
Coordinate with subsidiary finance teams to ensure accurate and timely expense reporting.
Develop and maintain expense consolidation models, reporting tools, and process documentation.
Support monthly, quarterly, and annual financial close activities.
Support annual budgeting, forecasting, and long-range planning activities across subsidiaries.
Determine annual costs to be charged to subsidiaries versus shareholders utilizing financial modeling.
Partner with the Tax department to ensure compliance with applicable tax laws and transfer pricing requirements.
Collaborate with business unit leaders to validate cost drivers and allocation assumptions.
Prepare annual chargeback calculations, supporting schedules, and executive-level summaries.

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