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Director, Finance
Transamerica. Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and management reporting, while effectively communicating complex financial topics to diverse audiences. Proven ability to lead teams, optimize financial data management, and implement governance practices in a high-performing FP&A environment.
Highest-signal resume keywords
Financial Planning And AnalysisLeadership And People ManagementData Transformation And Reporting ModernizationBudgeting And ForecastingBusiness Intelligence And Reporting Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisUS GAAPData Structures DevelopmentPerformance Metrics AnalysisFinancial Data ManagementForecastingManagement ReportingData AggregationFinancial Business SystemsComplex Data Analysis
Soft Skills
Effective CommunicationCoachingCollaborationOrganizational SkillsPrioritization
Tools & Technologies
MS OfficeExcelPower BIAWSOracle
Certifications & Qualifications
CPAMBA
Industry Keywords
InsuranceFinancial ServicesActuarialData AnalyticsBusiness Analytics
Tech Stack
Tools & technologiesAWSOracle
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s degree in accounting or finance, or equivalent experience
- 12 years of accounting/finance experience including eight years of management experience
- Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
- Strong leadership and people management skills
- Ability to effectively communicate, orally and in writing, to diverse audiences
- Organizational and prioritization skills
- Advanced computer skills in MS Office, Excel and financial business systems
- Preferred: CPA, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field
- Preferred: Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives
- Preferred: Experience with financial data warehousing, data aggregation, and enterprise reporting environments
- Preferred: Strong knowledge of business intelligence and reporting tools such as Power BI
- Preferred: Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes
- Preferred: Familiarity with AWS and Oracle
- Preferred: Experience with complex, multi-source financial and operational data
- Preferred: Exposure to AI-enabled analytics, data discovery, or reporting solutions
- Preferred: Insurance, financial services, actuarial, or related industry experience
- Preferred: Experience partnering with geographically dispersed or international business teams
Benefits
Comp & perks- 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
- Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year for eligible employees with at least one year of service
- 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