Senior Director, Capital Management

Transamerica•Philadelphia, PA

3d•$290,000 - $320,000•Hybrid

About The Position

The Senior Director, Capital Management owns the enterprise capital management framework and serves as a trusted advisor to the CFO and senior leadership team on capital strategy, dividend policy, and long-range financial planning. This role operates with a high degree of independent judgement to integrate inputs across treasury, risk, and finance, enabling optimized capital structure and enhanced capital efficiency, and support enterprise decision-making. This position will lead the review of enterprise capital management activities, including capital allocation, balance sheet management, and oversight of capital positions across holding and business units.

Requirements

Bachelor’s degree in finance, accounting, economics, actuarial science, business, or a related field
12+ years of experience in capital management, financial planning & analysis, or balance sheet management within insurance or financial services
Advanced knowledge of capital frameworks, balance sheet management, and capital instruments
Strong understanding of regulatory capital requirements, including U.S. statutory accounting and NAIC RBC principles
Experience preparing and presenting financial and capital analysis for senior leadership and board audiences
Advanced proficiency in financial modeling, forecasting, and capital analytics tools
Strong proficiency in Microsoft Excel, PowerPoint, and financial reporting systems

Nice To Haves

Master’s degree in finance, accounting, economics, actuarial science, or financial management
Experience working across both corporate and business unit finance organizations
Exposure to enterprise capital allocation, dividend planning, and enterprise stress testing

Responsibilities

Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.
Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.
Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.
Provide oversight and direction for enterprise capital management reporting and analytics.
Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives.
Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams.
Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.
Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes.
Lead and develop capital management talent, including setting priorities and performance expectations.

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).
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