Lead Financial Analyst

Job Family

Finance - General

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment – one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good – for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

Serve as a key member of Transamerica’s Capital Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results.

• Demonstrate technical expertise on capital reporting, functioning as a subject matter expert.
• Serve as a key contributor to development of management reporting and detailed analytical reporting.
• Utilize subject matter expertise to participate in large cross‑functional projects.
• Deliver a high level of financial analysis understanding to aid in solving problems in unique ways.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels.
• Extract financial data from various accounting and information systems to perform appropriate analyses.
• Analyze financial data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial result.
• Offer leadership and direction to others.
• Exhibit a thorough understanding of business and analysis concepts.
• Recommend changes to processes to improve and achieve greater efficiencies.
• Work effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Responsible for adherence to the company's framework of internal controls.

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Advanced computer skills.

• 1 year supervisory experience. Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service…