Job Family

Finance - General

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.

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.

Who We Are

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.

What We Do

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 transamerica.com.

Job Description Summary

As the Head of Financial Planning & Analysis, you will report directly to the Chief Financial Officer. You will work with the leadership teams of Transamerica, the finance organization and Aegon to provide high quality analysis and information to facilitate key financial business decisions. You will be expected to:
• Develop, lead and drive the enterprise-wide management information and financial analytical abilities to enhance decision making for Transamerica as well as Aegon by implementing and maintaining processes focused on producing financial management information, and driving accountability for profitability;
• Support decision making with strategic financial guidance for the enterprise through clear analysis that draws out key financial performance drivers and indicators and the ability to articulate principal findings in an actionable format;
• Proactively bring strategic finance thought partnership through best-in-class financial expertise to tactical and strategic initiatives, including industry insights.

Job Description

Responsibilities:

Develop, lead and drive the enterprise-wide financial planning and analysis capabilities to enhance decision making for Transamerica as well as Aegon by implementing and maintaining processes to report information that drives profitability for the company.
Support decision making with strategic financial guidance for the enterprise through clear analysis including both IFRS and capital frameworks that draws out key financial performance drivers and indicators and the ability to articulate principal findings in an actionable format.
Work with Business Unit CFO leaders to aggregate information for decision making that takes the full Transamerica impacts into account.
Complete quarterly analysis for consolidated IFRS and capital reporting including production of actual results in collaboration with accounting and actuarial teams.
Complete updated consolidated forecasts and budgets in collaboration with Business Unit CFO teams.
Lead enterprise expense management planning practices, coordinating and maintaining expense allocations.
Communicate and liaise with finance leadership team and global peers.
Proactively bring strategic finance thought partnership through best-in-class financial expertise to tactical and strategic initiatives, including industry insights.
Build key relationships with CFO and finance leadership team, the Executive Committee as well as Aegon’s CFO and peers.
Oversee procurement process for Transamerica

Qualifications:

15 years of experience in financial management, product management, and/or corporate development at a large financial services company.
MBA, FSA, CPA and/or similar professional designation.
10 years of experience leading high caliber teams.
Extensive financial acumen and experience with life insurance products and retirement plans.
Ability to influence indirectly by understanding management deliverables.
Passion and energy for, and experience with creative problem-solving.
Excellent verbal and written communication ability.
Ability to work well under pressure and manage multiple deliverables.
The inclination to seek and analyze data from a variety of sources to support decisions and to align others with the organization's overall strategy.
Ability to evaluate the capacity for change in order to create realistic goals and implementation plans that are achievable and successful.

Working Conditions:

Hybrid Office environment
Occasional travel

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

Competitive Pay
Bonus for Eligible Employees

Benefits Package

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

Health and Work/Life Balance Benefits

Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023