Senior Director, Finance – Employee Benefits

Transamerica

. Serve as the financial advisor to Senior Leaders running the Employee Benefits business .

Posted 10/22/2026full-timeUnited StatesSenior💰 $220,000 - $265,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive knowledge of Employee Benefits financial management, including multi-year planning, forecasting, and performance reporting. Possesses strong leadership skills and the ability to communicate complex financial analyses effectively to senior leaders.

Highest-signal resume keywords

Financial PlanningEmployee Benefits EconomicsGAAP Accounting PrinciplesLeadership SkillsExecutive Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingScenario AnalysisPerformance ManagementPricing AnalysisClaims Trends AnalysisCapital EfficiencyExpense AllocationNew-Business Profitability

Soft Skills

Communication SkillsOrganizational SkillsPrioritization SkillsInfluencing SkillsBusiness Acumen

Tools & Technologies

MS OfficeExcelFinancial Business Systems

Certifications & Qualifications

CPAAdvanced Degree

Industry Keywords

Employee BenefitsLife InsuranceSupplemental HealthMedical Gap ProductsStatutory Accounting

About the role

Key responsibilities & impact

Serve as the financial advisor to Senior Leaders running the Employee Benefits business
Interact with the CFO and senior leaders within each functional area in Finance
Lead integrated financial planning for sales, premium, earnings, expenses, capital, and new-business value across budgets, multi-year plans, and recurring forecasts
Identify key risks and opportunities and recommend management actions
Lead analysis of product and portfolio economics, including pricing, underwriting performance, claims trends, expense allocation, new-business profitability, in-force returns, capital efficiency, and product mix
Partner with business leaders to develop and monitor corrective actions
Own the financial performance narrative for Employee Benefits
Prepare executive reporting explaining business drivers, trends, plan variances, forecast implications, and management actions
Present financial performance, outlook, strategic analyses, and recommendations to leadership and governance committees
Coordinate across Product, Pricing, Actuarial, Sales, Distribution, Operations, Accounting, Investments, Risk, and enterprise Finance functions
Serve as the escalation point when action is needed from other departments and third parties
Oversee performance management ratings, goals, and priorities
Make merit and bonus decisions
Represent Employee Benefits at applicable governance committees

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or equivalent experience
15 years of accounting/finance experience including ten years of management experience
Extensive knowledge of the Employee Benefits business, including Life, Supplemental Health and other Medical Gap products and associated economics
Experience with GAAP and Statutory Accounting principles associated with an Employee Benefits business
Strong leadership skills and business acumen
Demonstrated success influencing senior business leaders and converting complex analysis into clear recommendations
Experience leading multi-year planning, forecasting, scenario analysis, and executive performance reporting
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
Legal authorization to work in the U.S. without immigration sponsorship or an employer of record
CPA/advanced degree preferred