Transamerica

Administration

• Serve as the primary administrator and business owner of the Contract Lifecycle Management platform and escalation point for platform issues and operational disruptions
• Manage platform configuration, workflows, templates, clause libraries, user access, and governance controls
• Lead system enhancements, upgrades, releases, testing, deployment, and ongoing platform optimization
• Partner with Procurement, Legal, Compliance, Risk, TPRM, IT, and business stakeholders to improve contracting processes and user experience
• Act as the primary point of contact for contract intake, routing, approvals, escalations, and stakeholder support
• Ensure contracts follow established governance requirements based on risk, supplier type, spend thresholds, and business needs
• Manage system integrations and data flow between CLM, procurement, and related technology platforms
• Gather business and technical requirements and lead testing efforts for integrations, enhancements, releases, and defect remediation
• Develop reporting and dashboards; analyze contract cycle times, intake volumes, bottlenecks, supplier activity, and operational performance
• Lead issue resolution, incident management, root cause analysis, and continuous improvement initiatives while recommending new platform capabilities and enhancements

Senior Contract Lifecycle Management Administrator

Operations

• Set the operating strategy for World Financial Group (WFG), translating business priorities into clear plans and measurable outcomes
• Lead end-to-end service delivery for WFG, focusing on quality, timeliness, regulatory discipline, customer experience and operational resilience
• Partner with senior leaders across distribution, product, technology, risk, compliance, finance and third-party providers
• Own the operational performance framework, including service levels, key metrics, capacity planning, business reviews, root-cause analysis and action plans
• Drive simplification and continuous improvement across WFG operations
• Champion transformation, operating model changes, technology enablement and transition of new capabilities into steady-state operations
• Manage third-party and shared-service relationships
• Monitor financial services operations, customer expectations, industry practices, product trends and regulatory considerations
• Identify operational risks, control gaps, service issues and business constraints, and lead practical solutions
• Build, develop and retain a high-performing operations leadership team

Head of Operations

Software Engineer

• Work collaboratively with development staff, contract and offshore Software Engineers, and business product owners in an agile environment
• Perform design and analysis for deliverables
• Support analysis and general architectural design across platforms for end-to-end solutions
• Use third-party software development frameworks, open-source libraries, and APIs to develop application solutions
• Learn new technologies and contribute to project deliverables
• Code, test, identify, implement, and document solutions using Python, .NET, web, cloud, and data integration technologies
• Develop, maintain, troubleshoot, and enhance Python-based applications, automation solutions, APIs, ETL processes, and operational support tools
• Support production operations through root cause analysis, defect remediation, data validation, automation, and continuous improvement initiatives
• Work outside normal business hours when required
• Travel occasionally, less than 10%

• Collaborate with development staff, including contract and offshore Software Engineers, and business product owners in an agile environment
• Perform design and analysis for deliverables
• Support analysis and general architectural design across platforms for end-to-end solutions
• Use third-party software development frameworks, open-source libraries, and APIs to develop application solutions
• Learn current advances and new technologies to support the environment and project deliverables
• Code, test, identify, implement, and document solutions using Python, .NET, web, cloud, and data integration technologies
• Develop, maintain, troubleshoot, and enhance Python applications, automation solutions, APIs, ETL processes, and operational support tools
• Support production operations through root cause analysis, defect remediation, data validation, automation, and continuous improvement
• Work in a hybrid office environment Tuesdays, Wednesdays, and Thursdays
• Work outside normal business hours when required
• Travel occasionally, less than 10%

Vice President

• Sell qualified retirement plans to small and mid-sized markets through financial intermediaries
• 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

Accounting Manager

• Establish and lead an operational accounting center of excellence
• Drive consistent execution, accountability, governance, and continuous improvement
• Ensure integrity, accuracy, and completeness of accounting and financial reporting information
• Monitor cash and suspense reconciliation open items, including aging, exposure, root cause themes, and remediation progress
• Identify operational gaps, control weaknesses, process breakdowns, and improvement opportunities
• Authorize and/or approve legal, regulatory, or company documents as applicable
• Review written analysis and propose recommendations to senior management
• Partner with Operations, Finance, Risk, Internal Controls, and other stakeholders to resolve accounting matters and strengthen controls
• Apply technical accounting concepts for multiple bases of accounting
• Develop financial reports and complex models for forecasting, trending, and results analysis
• Lead adherence to the Company’s internal control framework
• Oversee management staff, including hiring, direction, coaching, training, and performance appraisals
• Align staff goals, project priorities, cleanup initiatives, and process improvement objectives with business priorities and risk reduction goals
• Contribute to organizational strategy and policy while managing risks
• Develop strategic direction for the department/business unit
• Manage the departmental budget
• Promote accountability, innovation, teamwork, and customer centricity

Director, Accounting

Risk

• Lead end-to-end business risk activities, including risk assessments, control evaluations, control testing, monitoring, remediation efforts, and identification of emerging risks and thematic risk trends
• Support risk management activities for major PS&SI business initiatives, strategic projects, process changes, and transformation efforts
• Assess potential risk impacts and develop mitigation strategies
• Recommend process and control improvements to strengthen risk mitigation, operational efficiency, and quality outcomes
• Manage risk issue activities, including identification, impact assessment, root cause analysis, action planning, validation, remediation tracking, and reporting
• Challenge process and business owners on risk decisions, control design, and remediation plans
• Advise business leaders on complex risk matters and provide recommendations for informed decision-making
• Provide guidance on process reviews, process mapping, control design, documentation and control gaps, new controls, and automation opportunities
• Develop and maintain risk reporting dashboards and management reporting
• Partner with operations, technology, compliance, legal, and second line risk stakeholders to promote a strong risk and control environment
• Travel to support risk assessments, stakeholder meetings, project initiatives, and other business risk activities

Senior Manager, Business Risk

Business Intelligence Developer

• Design, develop, and maintain enterprise Finance reporting solutions using Power BI and related analytics technologies
• Lead reporting initiatives supporting Finance Transformation programs, including ERP modernization, US GAAP reporting, and management reporting enhancements
• Establish and enforce reporting governance, development standards, data quality controls, and documentation requirements
• Guide and advance capabilities within and outside of the team, providing technical oversight and review of reporting solutions
• Collaborate with Finance, Accounting, Technology, and business stakeholders to gather requirements and prioritize reporting deliverables
• Design and optimize data models, DAX calculations, and reporting architectures for complex financial and operational reporting
• Support audit, compliance, and regulatory reporting requirements through data governance and control practices
• Contribute to Finance analytics capabilities, including self-service reporting, automation, and emerging AI-enabled insights
• Maintain documentation for critical reporting processes and solutions
• Contribute to strategic planning and organizational alignment

Senior Specialist, Finance Transformation – Power BI Developer

• Manage activities of an assigned team, including supervisors and/or individual contributors
• Adapt department plans to address resource and operational challenges
• Participate in cross-functional initiatives
• Understand and communicate directives from senior management
• Review, analyze, and interpret new IRS information reporting and withholding tax guidance
• Partner with lines of business to determine the impact of tax guidance on products and procedures
• Monitor new products and transactions and ensure proper application of Information Reporting & Withholding rules
• Collaborate with business and operations areas to maintain understanding of requirements and resolve compliance issues
• Prepare and present trainings
• Research and respond to internal day-to-day tax questions
• Provide guidance on year-end tax reporting for Forms 1099, 1098, and 1042-S
• Identify potential tax compliance issues and escalate appropriately
• Manage multiple projects and deadlines and resolve conflicting priorities
• Review, design, and implement process and control improvements
• Influence and lead the team in alignment with department strategy and values

Manager, Tax, Information Reporting & Withholding

• Prepare and maintain retirement plan documents, summary plan descriptions, amendments, resolutions, and related funding documents for new and existing clients
• Analyze and consult on complex plan design changes while ensuring compliance with applicable regulations and supporting client goals
• Partner with clients, advisors, attorneys, Client Management, Transition/Installation teams, and other operational areas to resolve plan document and compliance-related issues
• Review and analyze plan mergers, spin-offs, acquisitions, and other complex transactions to protect accrued benefits and align plan documents with administrative capabilities
• Research retirement plan compliance and design issues and provide recommendations on complex client situations and escalations
• Support plan terminations by preparing required amendments, resolutions, participant communications, and regulatory filings
• Identify operational, compliance, and business risks associated with plan document provisions and recommend solutions
• Assist with legislative and regulatory changes, including plan restatement and amendment projects
• Serve as a technical resource for retirement plan document and plan design matters

Senior Document Operations Specialist

ServiceNow

• Define and maintain the ServiceNow strategy, roadmap, governance model, and operating framework
• Align platform investments and capabilities with business priorities, enterprise technology strategy, architecture standards, cybersecurity requirements, and operational needs
• Assess emerging capabilities and industry trends to recommend future-state opportunities and priorities
• Drive platform adoption and process standardization across service management, operations, asset management, and enterprise workflows
• Improve service stability, automation, reliability, and customer and employee experiences with operations and engineering teams
• Identify opportunities to improve service quality, reduce operational risk, and simplify work delivery
• Strengthen operational resilience through ServiceNow in partnership with resilience, continuity, disaster recovery, risk, and compliance teams
• Enable service mapping, dependency management, testing, reporting, and governance through a unified platform approach
• Guide responsible adoption of ServiceNow AI, intelligent automation, and workflow capabilities
• Identify and prioritize use cases improving productivity, service delivery, decision-making, and operational efficiency
• Establish practical adoption standards with architecture, security, data, and governance teams
• Strengthen CMDB, CSDM, Service Mapping, asset data, and platform governance practices
• Improve data quality, platform scalability, reporting, analytics, automation, and AI readiness
• Advise business and technology leaders on priorities, investments, roadmap decisions, and process improvements
• Develop business cases and value measures connecting platform investments to business outcomes
• Build alignment across teams to increase adoption, reuse, and enterprise value

Lead IT ServiceNow Platform Strategist

Auditor

• Assist management in planning and conducting complex IT audit and consulting projects
• Prepare objective, risk-based assessments and audit approaches
• Evaluate the adequacy of internal controls and develop practical recommendations
• Serve as a technical advisor on IT aspects of financial and operational audits
• Audit IT operations to verify computing controls are designed and operating effectively
• Prepare and submit clear, concise and insightful reports
• Determine proper technical and security configurations of technical systems and infrastructure operations
• Assist outside auditors with tasks to expedite completion
• Keep abreast of current technologies and IT best practices

Senior IT Auditor

Full-stack Engineer

• Design, develop, and modernize applications, including transforming legacy systems into cloud-native solutions
• Lead architecture, technical design, and implementation of enterprise applications and services
• Own the technical roadmap, stability, performance, and continuous improvement of assigned systems
• Develop, test, implement, and support software solutions using approved technologies and frameworks
• Lead production support, incident resolution, root cause analysis, and service reliability initiatives
• Build and maintain CI/CD pipelines, automated testing, deployment processes, and infrastructure automation
• Collaborate with business partners, product owners, architects, and engineering teams to translate requirements into technical solutions
• Establish and promote development, architecture, and security best practices
• Provide technical leadership, mentorship, and guidance to engineering teams and offshore/vendor resources
• Evaluate and recommend technology solutions based on business requirements, cost, scalability, security, and operational impact
• Prepare technical presentations and lead design reviews, architecture discussions, and development meetings

Software Engineer – Specialist

• Work collaboratively with development staff, including contract and offshore Software Engineers, and business product owners in an agile environment
• Design, develop, test, implement, and maintain software applications and services
• Participate in technical analysis, solution design, and system architecture discussions
• Contribute to design reviews and provide recommendations for complex technical challenges
• Evaluate solution options based on business requirements, scalability, security, performance, and cost
• Develop and support integrations, APIs, and distributed application architectures
• Partner with internal and external resources, vendors, and offshore teams to deliver project objectives
• Stay current with emerging technologies and recommend opportunities for innovation and continuous improvement
• Support production applications, troubleshoot issues, and participate in problem resolution efforts
• Present technical concepts and project updates to technical and non-technical audiences
• Provide technical leadership and mentoring to other engineers

Senior Software Engineer

• Assist management in planning and conducting complex IT audit and consulting projects
• Prepare objective risk-based assessments and audit approaches
• Evaluate the adequacy of internal controls and develop creative, practical recommendations
• Serve as a technical advisor on IT aspects of financial and operational audits
• Audit IT operations to verify computing controls are designed and operating effectively
• Prepare and submit clear, concise and insightful reports
• Determine proper technical and security configuration of technical systems and infrastructure operations
• Assist outside auditors with tasks to expedite completion
• Keep abreast of current technologies and IT best practices