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Lead Specialist, Financial Analysis – Business Analysis & Control
Transamerica. Analyze financial performance, trends, risks, and opportunities and provide actionable recommendations .
Tech Stack
Tools & technologiesAWS
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s degree in accounting or finance, or equivalent experience
- Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
- Expert knowledge of accounting/finance
- Analytical and problem solving skills
- Ability to communicate on business/market and legislative issues at a macro level
- Organizational and prioritization skills, and ability to make timely decisions using appropriate information
- Excellent written/oral communication and presentation skills
- Advanced computer skills in MS Office, Excel and financial business systems
- Preferred: CPA/advanced degree
- Preferred: Extensive knowledge of assigned business area, such as investments, premiums, IFRS, or Statutory Accounting
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, 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
- 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