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Transamerica
Transamerica
5,001 – 10,000 Employees
H1B Visa SponsorConsultingFinanceHealthcare
Transamerica is a financial services company focused on helping individuals and employers prepare for long-term financial needs. Its offerings include life insurance, retirement planning, mutual funds, annuities, employee benefits, and investment management. The company works with individuals, institutions, employers, and financial advisors, providing research-based tools, education, and guidance with particular emphasis on retirement security and evolving financial needs.
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Senior Director of Finance, Employee Benefits | Transamerica

Lead financial strategy and planning for Transamerica’s Employee Benefits insurance business. Oversee portfolio economics, executive reporting, and recommendations that guide business decisions.

USUnited StatesIAIowaPAPennsylvania
$220,000 – $265,000 / year
HybridFull-timeSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Advise senior leaders on financial matters for the Employee Benefits business
  • Partner with the CFO and senior leaders across Finance
  • Lead integrated planning for sales, premiums, earnings, expenses, capital, and new-business value across budgets, multiyear plans, and recurring forecasts
  • Assess key risks and opportunities and recommend management responses
  • Analyze product and portfolio economics, including pricing, underwriting results, claims trends, expense allocation, new-business profitability, in-force returns, capital efficiency, and product mix
  • Work with business leaders to develop and track corrective actions
  • Lead the financial performance narrative for Employee Benefits
  • Prepare executive reports on business drivers, trends, plan variances, forecast implications, and management actions
  • Present performance, outlook, strategic analyses, and recommendations to leaders and governance committees
  • Coordinate with Product, Pricing, Actuarial, Sales, Distribution, Operations, Accounting, Investments, Risk, and enterprise Finance teams
  • Escalate issues requiring action from other departments or third parties
  • Oversee performance ratings, goals, and priorities
  • Make merit and bonus decisions
  • Represent Employee Benefits on relevant governance committees

Requirements

  • Bachelor’s degree in accounting or finance, or equivalent experience
  • 15 years of accounting or finance experience, including 10 years in management
  • Extensive knowledge of Employee Benefits, including Life, Supplemental Health, and other Medical Gap products and their economics
  • Experience with GAAP and statutory accounting principles for an Employee Benefits business
  • Strong leadership skills and business acumen
  • Proven ability to influence senior business leaders and turn complex analysis into clear recommendations
  • Experience leading multiyear planning, forecasting, scenario analysis, and executive performance reporting
  • Effective oral and written communication with diverse audiences
  • Strong organization and prioritization skills
  • Advanced skills with Microsoft Office, Excel, and financial business systems
  • Authorized to work in the United States without immigration sponsorship or an employer of record
  • CPA or an advanced degree preferred

Benefits

  • Annual bonus tied to the Company Bonus Plan and individual performance
  • Pension plan
  • 401(k) matching
  • Employee stock purchase plan
  • Tuition reimbursement
  • Disability insurance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Employee discounts
  • Career training and development opportunities
  • At least 160 hours of paid time off annually during the first year of service
  • 10 paid holidays per year
  • Be Well holistic wellness program, including wellness coaching and reward dollars
  • 15 days of paid parental leave per calendar year for eligible employees with at least one year of service
  • Adoption assistance
  • Employee assistance program
  • Backup care program
  • Paid time off for volunteer hours
  • Employee matching gifts program
  • Employee resource groups
  • Inclusion and diversity programs
  • Employee recognition program
  • Referral bonus programs

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