Director, Finance

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
The Director of Financial Planning & Analysis provides accurate, timely, and decision-useful financial insight across our company. The role connects US GAAP performance, capital considerations, and operational key performance indicators to help leaders understand results, evaluate trade-offs, and make informed decisions. This leader also establishes modern finance platforms and disciplined processes that support reliable monthly and quarterly management reporting, while building trusted working relationships with business-unit partners across insurance and non-insurance financial services.
Job Description
Responsibilities:
Build an inclusive, high-performing FP&A environment through clear priorities, coaching, collaboration, and accountability.
Lead enterprise FP&A activities that translate financial and operational performance into clear, actionable insights for senior leaders and business partners.
Partner with Finance, Technology, Actuarial, and business teams to identify, source, organize, and optimize financial and operational data for reporting and decision support.
Drive the development and maintenance of scalable data structures that support management reporting, executive dashboards, budgeting, forecasting, and strategic analysis.
Deliver accurate and timely analysis of US GAAP results, capital considerations, and operational KPIs, highlighting trends, risks, opportunities, and decision implications.
Establish and continuously improve modern finance platforms, reporting frameworks, data flows, and governance practices that strengthen transparency, consistency, and scalability.
Partner with leaders across business units to connect business drivers with financial outcomes and support coordinated planning.
Develop integrated forecasts, scenarios, and performance views that reflect the needs of our company.
Provide constructive challenge to assumptions, explain performance drivers, and frame alternatives in a balanced, fact-based manner.
Promote common definitions, controls, and quality standards for management information while partnering effectively with relevant accounting, capital, risk, data, and operational teams.
Communicate complex financial topics in accessible language tailored to varied executive, finance, and business audiences.
Collaborate with stakeholders across business units, including international operations, to support reporting, analytics, and evolving business needs.
Serve as a subject matter expert and strategic advisor on financial data management, reporting processes, and analytics best practices.
Participate in budget planning and overall expense management.
Provide direction and mentorship to team members while fostering a culture of innovation, collaboration, and continuous improvement.
Serve as SOX process owner; understand processes and controls to ensure accuracy and completeness.
Oversee treatment of reporting errors and control deficiencies.
Serve as a point person for ad hoc requests, strategic projects, and executive-level reporting needs.
Qualifications:
Bachelor’s degree in accounting or finance, or equivalent experience
12 years of accounting/finance experience including eight years of management experience
Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
Strong leadership and people management skills
Ability to effectively communicate, orally and in writing, to diverse audiences
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel and financial business systems
Preferred Qualifications:
CPA, MBA, Master's degree in Finance, Data Analytics, Business Analytics, or related field.
Experience leading enterprise data transformation, reporting modernization, or finance analytics initiatives.
Demonstrated ability to work across finance, actuarial, technology, and business functions to deliver data-driven solutions.
Experience with financial data warehousing, data aggregation, and enterprise reporting environments.
Strong knowledge of business intelligence and reporting tools such as Power BI.
Experience supporting budgeting, forecasting, management reporting, and executive decision-making processes.
Familiarity with cloud-based data environments such as AWS and enterprise planning platforms such as Oracle.
Experience working with complex, multi-source financial and operational data.
Exposure to AI-enabled analytics, data discovery, or reporting solutions.
Insurance, financial services, actuarial, or related industry experience preferred.
Experience partnering with geographically dispersed or international business teams.
Working Conditions:
Hybrid (In Office: Tuesdays, Wednesdays, Thursdays)
The Salary for this position generally ranges between $159,000 - $211,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above