Lead Specialist, Financial Analysis - Enterprise Technology

Transamerica•Cedar Rapids, IA

1d•Hybrid

About The Position

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit transamerica.com. This role within Transamerica Enterprise Technology will help to provide strong financial leadership support for the infrastructure and production services organization. This will involve supporting the leadership team of the infrastructure and production services organization with a wide array and diverse financial reporting and analysis requirements. This will also involve partnering with HR and Procurement to provide visibility, accuracy and disciplined financial management for the infrastructure & production services organization.

Requirements

Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience including financial management, expense management, operations, or business planning, with accountability for budget execution and cost control.
Expert knowledge of accounting/finance
Analytical and problem-solving skills
Organizational and prioritization skills, and the ability to make timely decisions using appropriate information
A strategic thinker with mature commercial acumen and can apply the financial impacts and risks following business decisions.
Combing financial literacy with strategic and commercial insight.
Executive level of 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

CPA/advanced degree
Extensive knowledge of assigned business area (e.g. financial management for Technology organization)

Responsibilities

Utilize subject matter expertise to lead or participate in large cross-functional projects.
Providing financial insight and ownership of key infrastructure initiatives including data validation, review, analysis and reporting.
Review and interpret data to determine past performance and/or project financial results for the most complex assignments.
Share information with others and aid in planning of next steps for financial data.
Deliver a higher level of financial analysis for the infrastructure leadership team providing understanding to aid in solving problems in unique ways. Including support and oversight of actual financial reporting, forecast and the budget and mid-term plan processes.
Collaborate with infrastructure leaders and management on cost control; Lead identification, execution, and tracking of efficiency initiatives; report progress against efficiency and agreed cascaded targets.
Create communications for complex messages to a variety of audiences at the strategic and operational levels within the Enterprise Technology and Finance functions.
Develop solid business relationships with all levels of management; partner with senior management to meet business goals.
Partner with the financial analysts supporting tactical and operational levels of the infrastructure organization.

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
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