Lead Specialist, Financial Analysis - Expense Management

Transamerica Corporation

Base: $128,000 - $170,000 annually; bonus: eligibl...
Hybrid
10 years financial analysis experience
Controllable vs non-controllable expense framework
Driver-based forecasting and scenario modeling
This senior-level role serves as the dedicated Distribution expense leader to shape and execute Distribution expense strategy while operating within the Corporate Finance FP&A Expense function

Job Summary

  • This senior-level role serves as the dedicated Distribution expense leader to shape and execute Distribution expense strategy while operating within the Corporate Finance FP&A Expense function.
  • The position requires defining enterprise-aligned frameworks for Controllable vs. Non-Controllable expenses and partnering with Distribution leadership to embed these into planning cycles.
  • Transamerica offers a comprehensive benefits package including competitive pay, a pension plan, 401k match, and 160 hours of paid time off annually for new employees.

Matching Summary

This senior-level role serves as the dedicated Distribution expense leader to shape and execute Distribution expense strategy while operating within the Corporate Finance FP&A Expense function.

Salary

Base: $128,000 - $170,000 annually; Bonus: Eligible for Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Pension Plan, 401k Match, Employee Stock Purchase Plan, Medical/Dental/Vision Insurance

Skills & Requirements

Must-have

  • 10 years financial analysis experience
  • Controllable vs Non-Controllable expense framework
  • Driver-based forecasting and scenario modeling
  • ROI analysis for recurring management actions
  • Monthly OpEx governance and reporting

Nice-to-have

  • Experience in insurance or annuities industry
  • Strong storytelling and data presentation skills
  • Zero-based budgeting or process redesign experience
  • MBA, CPA, or CFA certification
  • Field-facing financial support experience

Key Requirements

  • Bachelor's degree in accounting or finance
  • Ten years of financial analysis experience
  • Work in insurance, financial services, or investment management
  • Advanced Excel and financial systems capability

Work Rights

Not specified

Tailored Resume

Cover Letter