Senior Director, Capital Management

Transamerica • Philadelphia, PA

2d • 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
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior