Lead Financial Analyst

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Transamerica values hard work, innovative thinking, and personal accountability. We promote a diverse workplace where employees balance career, family, community, and personal interests.

Finance – General

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

• Demonstrate technical expertise on capital reporting, acting as subject‑matter expert.
• Contribute to development of management and detailed analytical reporting.
• Use subject‑matter expertise to support large cross‑functional projects.
• Deliver high‑level financial analysis to solve problems uniquely.
• Create communications explaining complex matters to strategic and operational audiences.
• Extract financial data from accounting and information systems for analysis.
• Analyze financial data, define relevant information, interpret past performance and project future results.
• Offer leadership and direction to others.
• Demonstrate deep understanding of business and analysis concepts.
• Recommend process changes to improve efficiency.
• Collaborate with other departments to resolve business issues for company success.
• Ensure adherence to internal control framework.

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

• One year of supervisory experience; solid knowledge of accounting/financial areas (e.g., investments, insurance products, premiums).
• Strong oral and written communication; ability to manage multiple projects; customer‑service orientated; highly analytical.
• Effective teamwork, organizational, prioritization, and judgment; address employee issues promptly.

• Hybrid (Tuesday–Thursday)
• Fast‑paced, deadline‑driven office environment.

The salary for this position generally ranges between $94,000–$110,000 annually. The starting pay is determined by qualifications, experience, geography, location designation, and operational needs. Additional compensation may include an annual bonus based on the Company Bonus Plan and individual performance.

Beware of fake job offers! We’ve been alerted to scammers impersonating Transamerica recruiters, especially for remote positions.

Please note:

• We will never request personal information such as  payment for equipment upfront.
• Official offers are sent via Docu Sign following a verbal offer—not through text or email.

This job description is not a contract of employment nor for specific job responsibilities. The Company may change, add, remove, or revoke terms at its discretion. Managers may assign additional duties as needed. Accommodations can be requested through the HR Business Partner.

• Competitive Pay
• Bonus for Eligible Employees

Pension Plan; 401(k) Match;
Employee Stock Purchase Plan;
Tuition Reimbursement;
Disability Insurance;
Medical, Dental, Vision Insurance;
Employee Discounts;
Career Training & Development Opportunities.

• Paid Time Off starting at 160 hours annually for new employees.
• Ten paid holidays per year.
• Be Well Company holistic wellness program (wellness coaching, reward dollars).
• Parental Leave (15 days paid);
  Adoption Assistance;
  Employee Assistance Program;
  Back‑Up Care Program; PTO for Volunteer Hours;
  Matching Gifts Program;
  Employee Resource Groups;
  Inclusion and Diversity Programs;
  Employee Recognition Program;
  Referral Bonus Programs.

Transamerica is committed to diversity and inclusion, recognized by the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and others. We offer a range of inclusion programs, including employee‑driven Resource Groups and a focus on understanding and valuing differences.