Director, Portfolio Financial Management - Hybrid

About Us

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.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, which comprise life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy 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 and is part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

Program and Project Management

Lead the planning, coordination, and delivery support for a portfolio of transformation and continuous improvement initiatives. Partner with program sponsors, technology teams, business leaders, and project/business adoption professionals to translate strategies into prioritized roadmaps, ensure delivery discipline, and improve portfolio performance through strong governance, reporting, and continuous improvement.

• 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; escape 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 analyses (CBAs), 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…