Director, Portfolio Financial Management - Hybrid

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.
* Manage a portfolio of programs and initiatives by establishing structure, cadence, and governance to support on-time, on-scope execution and benefit realization.
* Partner with leaders and sponsors to translate business strategies into actionable plans, sequencing recommendations, and portfolio roadmaps within assigned area(s) of responsibility.
* Support medium- to long-range planning by contributing analysis, insights, and options to inform line of business and functional priorities.
* Lead and coordinate cross-functional teams (matrixed) to deliver work programs and key milestones; remove blockers and drive decisions through appropriate governance forums.
* Drive continuous improvement and innovation by identifying opportunities to improve portfolio processes, standards, and reporting; implement enhancements to strengthen delivery outcomes.
* Oversee portfolio resourcing and demand planning for assigned initiatives; surface capacity constraints, tradeoffs, and recommendations to leadership.
* Manage budget tracking and financial stewardship for assigned portfolio areas; monitor forecasts, variances, and value delivery, partnering with Finance and delivery leads as needed.
* Ensure effective portfolio reporting by maintaining dashboards, executive summaries, and governance materials; provide clear insights on health, risks, dependencies, and outcomes.
* Monitor and manage portfolio performance using defined metrics and controls; escalate issues and risks with recommended mitigations.
* Maintain standards, policies, and procedures within the portfolio management discipline; translate policy into operational plans and support adoption across stakeholders.
* Represent portfolio management in key internal working sessions and governance meetings; influence outcomes through data-driven recommendations and effective facilitation.
* Stay current on relevant policy, compliance, and best practices to ensure programs align with applicable requirements and internal controls.
* Create, manage and monitor all PS and S&I Cost Benefit Analysis (CBA’s), budgets and resources to ensure value for money and that services are delivered/commissioned within the available budget.
* Ensure effective financial reporting within the wider governance and reporting requirements.
* Monitor performance in relation to areas of responsibility and provide regular reports to senior managers, other stakeholders, and the wider professional network.
* Work with colleagues to ensure that annual and medium-term plans are drawn up and linked to corporate priorities and local budgets, and that associated arrangements in place to monitor performance against plans.
* Bachelor’s degree in business, economics, organizational design, or other relevant field; or equivalent experience
* Ten years of portfolio management, program management, transformation, or continuous improvement experience in a similar environment or consulting/planning role
* Experience with resource and demand planning (forecasting, capacity management, prioritization) and execution
* Power BI (or equivalent) dashboard/report development experience; ability…