Transamerica

Financial Planning and Analysis

• Lead smaller-scale finance transformation projects, develop plans, manage timelines, and deliver solutions aligned with business objectives
• Translate finance and controllership requirements into Oracle Fusion Accounting Hub and Subledger Accounting designs and configuration
• Analyze source transactions and support accounting rules, mappings, segment derivation, balancing, intercompany, and suspense logic
• Partner with finance, technology, data, reporting, and controls teams on interfaces, data validation, error handling, and process improvements
• Prepare functional specifications, configuration documentation, process flows, test scenarios, and accounting rule documentation
• Support system integration, user acceptance, and regression testing; triage defects and validate accounting results
• Reconcile results across source systems, Accounting Hub, General Ledger, and downstream reporting, and support deployment and post-go-live stabilization
• Identify and escalate design risks, configuration gaps, defects, and dependencies; provide guidance to junior analysts

Senior Finance Transformation Analyst

Onboarding Specialist

• Oversee onboarding of new plan sponsor retirement plans and conversion of existing plans from other providers
• Manage installation of defined contribution retirement plans for single-employer and multiple-employer plans
• Create detailed project plans covering all aspects of installation
• Evaluate investment liquidation timelines and receipt of plan data from prior providers
• Determine education options and delivery methods and coordinate with trainers
• Manage transition of funds out of blackout to the service team
• Delegate and monitor recordkeeping setup, asset transfer, allocation, first deposits, education, integration, and payroll-file mapping
• Ensure plan setup consultants prepare plan and contract documents and required employee disclosure materials
• Create and ensure accurate, timely distribution of regulatory notices
• Conduct plan reviews and assist plan sponsors with compliance questions
• Serve as primary plan sponsor contact during installation
• Analyze client data, conversion, payroll, and census files for accuracy and consistency
• Communicate with plan sponsors, financial advisors, third-party administrators, and internal/external contacts
• Manage stakeholder relationships throughout the installation process
• Confirm accuracy and delivery of enrollment materials to participants

Intermediate Client Onboarding Manager

Account Manager

• Provide customer service and retirement plan administration support to TAG clients
• Respond to inquiries via phone and shared email inbox
• Research issues, resolve problems, and deliver accurate, timely solutions
• Support daily administration of retirement plans
• Coordinate with managers to research issues and negotiate resolutions
• Develop and foster relationships with clients, financial professionals, and internal service teams
• Provide prompt, accurate, and consistent information meeting or exceeding quality metrics
• Communicate potential process improvements to management
• Collaborate with internal partners to address client needs and maintain action plans
• Consult on products, services, and capabilities to retain clients and resolve complex issues
• Gather data from multiple systems to troubleshoot and resolve problems
• Lead strategic client meetings in person or via conference call
• Assist with mentoring new account managers
• Attend training to obtain functional retirement plan knowledge

Intermediate Account Manager – Retirement

Insurance

• Lead Transamerica Model Risk Management (MRM) Analytics & Reporting
• Own the MRM platform, including data input, data integrity, completeness, and platform-based reporting
• Support business unit teams with MRM governance training, compliance, and reporting
• Provide MRM platform training
• Plan and report on model validation cycles
• Perform model risk analytics and reporting
• Design and prepare reporting materials for senior oversight committees and other stakeholders
• Administer, analyze, maintain, and evolve the MRM model risk scoring system/process
• Support the model validation team with analytics and reporting
• Manage relationships with key business unit stakeholders to drive and embed an enhanced model risk culture

Director, Model Risk Management – Analytics and Reporting

Analyst

• Perform testing, and in some cases review testing performed by others, supporting first-line-of-defense control evaluation and Transamerica SOX programs
• Facilitate external audits such as SOC audits by pulling populations and support and answering external auditors’ questions
• Support process reviews to identify risks, controls, control gaps, and enhancement opportunities
• Evaluate internal-control design and recommend improvements
• Identify control gaps and enhancement opportunities in response to actual and conceptual risks
• Partner with external auditors to plan and implement control-environment assessments, process walkthroughs, timing, execution, and issue resolution
• Build and maintain stakeholder relationships and communicate testing progress and findings
• Collaborate with business management on action plans and assess corrective actions
• Track control deficiencies and validate and close control issues
• Conduct control walkthroughs and identify impacts of applicable risks and related controls
• Assist the business in understanding control implications of changes to people, processes, and technology
• Support special projects and initiatives
• Document process flows focused on internal controls

Lead Internal Controls Analyst

• Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability
• Lead enterprise FP&A activities and translate financial and operational performance into actionable insights
• Partner with Finance, Technology, Actuarial, and business teams to optimize financial and operational data
• Develop and maintain scalable data structures for management reporting, executive dashboards, budgeting, forecasting, and strategic analysis
• Analyze US GAAP results, capital considerations, and operational KPIs
• Establish and improve finance platforms, reporting frameworks, data flows, and governance practices
• Connect business drivers with financial outcomes and support coordinated planning
• Develop integrated forecasts, scenarios, and performance views
• Challenge assumptions, explain performance drivers, and frame alternatives
• Promote common definitions, controls, and quality standards for management information
• Communicate complex financial topics to executive, finance, and business audiences
• Collaborate with international business units on reporting and analytics
• Serve as subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices
• Participate in budget planning and expense management
• Provide direction and mentorship to team members
• Serve as SOX process owner and oversee reporting errors and control deficiencies
• Handle ad hoc requests, strategic projects, and executive-level reporting needs

Director, Finance

• Perform and coordinate monthly and quarterly management reporting
• Analyze US GAAP results, capital considerations, operational KPIs, trends, variances, and emerging business drivers
• Prepare leadership commentary and decision-useful insights
• Support budgeting, forecasting, long-range planning, and scenario analysis
• Develop and maintain executive dashboards, recurring reporting packages, and ad hoc analyses
• Partner with Finance, Technology, Actuarial, Accounting, Capital, Risk, Data, and business units
• Lead or support defined FP&A workstreams and coordinate contributors
• Use Power BI and related analytics tools for governed reporting
• Support financial data warehousing, aggregation, multi-source data integration, and management-information distribution
• Contribute to finance platforms and data structures including Oracle and AWS environments
• Design and sustain data flows, governance, controls, definitions, lineage, and quality standards
• Support SOX-relevant processes and controls
• Investigate reporting errors, reconciliations, data anomalies, and control deficiencies
• Evaluate emerging capabilities including AI-enabled analytics
• Promote collaboration, knowledge sharing, continuous improvement, process documentation, and peer mentoring

Lead Specialist, Financial Analysis

Marketing

• Partner with Marketing Director to create strategic campaign plans, establish customer goals, and define key performance metrics
• Lead staff in the design, build, and implementation of multiple complex and concurrent campaigns
• Review addressable market to define target audiences and create programs that drive relevant audience engagement
• Track and evaluate program effectiveness using qualitative and quantitative methods
• Ensure adherence to established processes and workflows related to end-to-end campaign strategy, creative execution, performance optimization, and troubleshooting
• Define new processes and workflows as needed
• Collaborate with cross-functional leaders to ensure superior customer service and operational excellence
• Serve as internal escalation point for campaign-related issues

Manager, Channel Marketing

• Manage digital and promotional activities related to strategy, execution and reporting
• Handle multiple components of marketing campaigns across websites, social media, blogs, email and collateral
• Participate in marketing planning, campaign development and program execution discussions
• Help evaluate project effectiveness using qualitative and quantitative methods
• Partner with the creative team to create marketing assets and copy
• Adhere to established end-to-end campaign strategy and execution processes and workflows
• Assist in campaign analytics reporting and review
• Help create plans based on learnings and translate them into actionable plans
• Execute cross-functional marketing campaigns supporting sales of annuities, life insurance, mutual funds, employee benefits and retirement products

Channel Marketing Specialist

Consultant

• Develop and execute strategies to promote participant action toward a fully funded retirement
• Deliver key plan metrics, including retirement outlook and increased participant deferral rates
• Develop and manage client relationships with Human Resources, management, and participants
• Conduct group education meetings, workshops, webinars, and enrollment meetings
• Conduct one-on-one retirement planning meetings with client employees
• Use Transamerica products and services to help participants meet retirement objectives
• Provide insight into funds offered under client plans, including fund objectives and performance
• Identify asset retention needs and initiate discussions with participants
• Open and fund solutions as an IAR and/or refer opportunities to the Transamerica Advice Center
• Retain assets in plans and roll plan assets to an IRA under DOL fiduciary advice rules
• Explain product options and make appropriate recommendations
• Support participants with multi-product needs and connect them with product specialists
• Maintain accurate records documenting progress toward goals
• Promote, educate, and enroll participants into Managed Advice
• Provide ongoing financial and planning support to Managed Advice participants
• Support high-value participants who leave their employer and retain assets in the Transamerica plan
• Hold regular meetings with internal partners and company stakeholders
• Participate in projects expanding or enhancing the Retirement Education and Planning Services organization

Retirement Planning Consultant I

General

• Drive sales by proactively and reactively marketing Transamerica as a provider of mutual funds, annuities, and insurance products
• Develop new business leads and cultivate existing relationships
• Establish and maintain relationships with Regional Vice Presidents to increase market share and product visibility
• Provide dedicated sales support and service through proactive calling
• Maintain daily contact with Regional Vice Presidents regarding territory coverage, relationship building, business plans, and sales goals
• Document proactive activity and pertinent issues in the CRM system
• Participate in developing and executing the territory business plan
• Collaborate with home office departments, Regional Vice Presidents, Division Vice Presidents, Relationship Managers, and Internal Relationship Managers
• Assess representatives’ needs and determine appropriate sales support
• Keep the Sales Desk Manager informed about goal attainment concerns, role clarification, and training needs

Internal Wholesaler – Asset Management

Vice President

• Sell qualified retirement plans to small and mid-sized markets through financial intermediaries including banks, wire houses, regional broker dealers, and employee benefit firms
• Prospect for new clients within an assigned territory to achieve sales goals
• Develop a network of advisors, consultants, and other third-party intermediaries focused on the retirement industry
• Develop plan sponsor relationships through direct meetings with key contacts
• Participate in proactive marketing campaigns
• Manage a territory of target prospects
• Travel to meet with prospects, advisors, and key intermediaries in the territory

Regional Vice President – Retirement Mid Markets

Director

• Oversee the evaluation and design of internal controls
• Recommend improvements and drive changes to controls and processes
• Oversee documentation, timing and execution of consolidated reporting process flows, focusing on internal controls and SOX compliance
• Lead management’s SOX risk assessment and scoping activities for the global SOX effort
• Lead development and implementation of goals, policies, priorities and procedures for internal controls over financial reporting and SOX
• Prepare and present updates to senior and executive management, the audit committee and external auditors
• Partner with external auditors and consultants to assess the control environment and annual plan
• Prioritize activities within a multi-year plan
• Develop processes and policies for reporting findings and communicate findings to stakeholders and steering committees
• Collaborate with process owners on action plans and remediation of control deficiencies
• Develop and implement a system to capture and track control deficiencies across global country units
• Support testing the design and operating effectiveness of internal controls over financial reporting
• Assess control implications within the Issue Paper process
• Coordinate SOX execution and reporting across global country units
• Assist with representation letters and certifications
• Support the Disclosure Committee and facilitate disclosure reporting with senior leadership
• Support the Audit Committee with information and analysis for control-related functions
• Coordinate external auditor independence and oversight across country units
• Support maintenance of the Global SOX methodology

Director, Internal Controls

• Analyze financial performance, trends, risks, and opportunities and provide actionable recommendations
• Develop forecasts, scenario analyses, management reporting, and performance metrics
• Maintain financial controls, governance, documentation, and compliance processes
• Identify and implement process, automation, and reporting improvements
• Serve as a subject-matter resource for financial data, reporting tools, analytical methods, and FP&A processes
• Contribute to Finance process engineering initiatives for planning, forecasting, reporting, and performance management
• Assess workflows, document requirements, and recommend scalable solutions
• Coordinate transformation workstreams through design, testing, implementation, and adoption
• Develop and support Finance data solutions, including AWS data lake environments and integrated reporting architectures
• Develop and maintain scalable financial data models
• Support data governance, lineage, reconciliation, and quality standards
• Develop executive dashboards, management reporting, and self-service analytics using Power BI
• Translate complex financial and operational data into dashboards, scorecards, and performance metrics
• Promote data visualization, automation, and advanced reporting solutions

Lead Specialist, Financial Analysis – Business Analysis & Control

• Lead the FP&A team’s financial business analysis, performance management, and finance transformation activities
• Deliver actionable insights across U.S. GAAP, statutory, capital, and management reporting
• Collaborate with FP&A, Actuarial, Capital Management, Investments, Technology, and business leaders on Finance transformation priorities
• Analyze financial performance, trends, risks, and opportunities and translate findings into recommendations
• Support strategic planning, resource allocation, and decision-making with business leaders
• Maintain financial controls, governance, and compliance processes
• Implement process, automation, and reporting improvements
• Oversee financial data quality, reporting tools, and analytical capabilities within FP&A
• Lead initiatives to simplify, standardize, and automate planning, forecasting, management reporting, and performance management
• Assess workflows to eliminate manual effort and improve Finance operations
• Design and govern Finance data solutions, including AWS data lake environments and integrated reporting architectures
• Guide scalable financial data models for planning, forecasting, reporting, analytics, and performance management
• Establish data governance, lineage, and quality standards
• Lead executive dashboards, management reporting, and self-service analytics using Power BI and other visualization tools
• Translate complex financial and operational data into dashboards, scorecards, and performance metrics
• Champion data visualization, automation, and advanced reporting solutions