Transamerica
Transamerica
Transamerica — жеке тұлғалар мен жұмыс берушілерге ұзақ мерзімді қаржылық қажеттіліктерге дайындалуға көмектесуге бағытталған қаржылық қызметтер компаниясы. Оның ұсыныстарына өмірді сақтандыру, зейнетақыны жоспарлау, өзара қорлар, аннуитеттер, қызметкерлерге берілетін жеңілдіктер және инвестицияларды басқару кіреді. Компания жеке тұлғалармен, мекемелермен, жұмыс берушілермен және қаржылық кеңесшілермен жұмыс істеп, зерттеулерге негізделген құралдар, білім беру және кеңес ұсынады. Бұл ретте зейнетақы қауіпсіздігіне және өзгеріп отыратын қаржылық қажеттіліктерге ерекше мән береді.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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