Transamerica

Claims Specialist

• Analyze information/documentation received to determine how to proceed with a review of a claim and determine methods of obtaining additional information from alternative sources.
• Manage the review of a claim and outside sources used in the review.
• Document correspondence and conversations.
• Correspond verbally and in writing with claimants, medical providers, medical examiners, and law enforcement.
• Work closely with department manager, legal counsel, medical director, claims assistants, and other departments to gather information for contested claims.
• Monitor claims for fraud and proceed according to each situation, such as engaging the Fraud team or conducting additional research.
• Maintain compliance with regulations.
• May testify in depositions, hearings and trials; communicate the Company’s position regarding the claim.
• Assist peers with processing questions in the absence of higher level staff.
• May serve as a back up to review and authorize pending payments calculated by peers, within approval authority.

Senior Claims Examiner

Compliance

• Review and approve company, product, and producer advertising material for compliance with state and federal advertising laws and regulations.
• Determine whether regulatory filings of advertising are required and coordinate as needed.
• Build and maintain rules in the advertising review system.
• Maintain final copies of advertising and other related documentation.
• Participate in regulatory and corporate audits for advertising compliance.
• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to the organization and advise business partners.
• Update and maintain complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.
• Perform special projects as assigned.

Senior Compliance Analyst – Advertising Reviewer

Systems Engineer

• Lead with an AI-first mindset to identify opportunities where artificial intelligence, automation, predictive analytics, and intelligent workflows can enhance Finance, Treasury, Tax, Cash Management, and Corporate Services processes.
• Partner with Finance business stakeholders to gather, analyze, and document business requirements, emphasizing AI-enabled use cases such as forecasting, anomaly detection, reconciliations, process automation, decision support, and self-service analytics.
• Translate complex finance, accounting, treasury, and tax requirements into clear technical specifications and AI-ready solutions for application development, data engineering, integration, and platform teams.
• Collaborate with enterprise architecture, data engineering, AI, cloud, and platform teams to design and deliver scalable finance technology solutions, data integrations, and modernization initiatives.
• Define and document data requirements for Finance systems, including ERP, EPM, Treasury, Tax, and reporting platforms, ensuring appropriate data quality, governance, lineage, security, and compliance standards are maintained.
• Partner with quality assurance, testing, and business validation teams to define test strategies, validate system functionality, and assess AI-driven outputs against business and regulatory requirements.
• Serve as a trusted advisor and strategic liaison between Finance business leaders and technology teams, ensuring alignment between business objectives, technology investments, and delivery outcomes.
• Research, evaluate, and recommend emerging technologies, AI capabilities, automation opportunities, and industry best practices that improve financial operations, controls, reporting, and decision-making.
• Lead and support technology roadmaps, application portfolio management, and modernization efforts for Finance systems, including SaaS platforms, cloud solutions, integrations, and enterprise applications.
• Drive adoption of AI-enabled capabilities through stakeholder engagement, change management, training, documentation, and effective communication strategies across Finance organizations.
• Ensure solutions adhere to enterprise architecture standards, security requirements, risk management practices, and regulatory compliance obligations relevant to finance and corporate systems.
• Promote responsible AI practices, including transparency, governance, explainability, data protection, and ethical use of AI across finance technology solutions and business processes.

Lead Business Systems Analyst

Engineering Manager

• Build and maintain a forward-looking global Procurement Technology strategy and roadmap aligned to business priorities, procurement operating model needs, enterprise architecture standards, regulatory obligations, and regional execution requirements.
• Serve as the technology owner and strategic partner for procurement platforms and capabilities, including source-to-contract, procure-to-pay, supplier lifecycle management, contract lifecycle management, purchasing, invoice automation, vendor master, spend analytics, supplier risk, and procurement reporting.
• Evaluate, rationalize, modernize, and integrate procurement technology solutions across global and local environments, balancing business agility, operational risk, total cost of ownership, security, data quality, and enterprise standardization.
• Identify and implement opportunities to leverage cloud-native platforms, SaaS platforms, API-led integration, automation, workflow orchestration, data management, analytics, Machine Learning, Artificial Intelligence, and Generative AI to improve procurement productivity, policy compliance, exception management, supplier insight, and decision support.
• Partner with enterprise architecture, information security, data governance, risk, and procurement leadership to ensure procurement solutions comply with internal standards, privacy requirements, third-party risk expectations, audit controls, and regional regulatory requirements.
• Establish clear technology guardrails and design patterns for procurement solutions, integrations, reporting, data flows, user access, and support models across global and regional teams.
• Lead, mentor, and grow a geographically distributed team of software engineers, platform owners, analysts, and external delivery partners supporting procurement technology globally.
• Foster a culture of inclusion, accountability, engineering excellence, operational ownership, continuous improvement, and customer-focused delivery.
• Partner with Global Procurement, Finance, Legal, Risk, Compliance, and regional technology teams to align priorities, manage demand, resolve conflicts, and deliver measurable business outcomes.
• Manage resource capacity, budget, vendor performance, delivery plans, and support coverage across multiple geographies and time zones.

Senior Manager, Software Engineering – Procurement

Account Manager

• Provide outstanding customer service with daily retirement plan administration by responding to inquiries, researching and providing resolution to customers, while demonstrating technical proficiency and service skills.
• Partner with the client in creating a plan vision and strategy using consultative selling skills.
• Manage the daily administration of retirement plans.
• Identify customer expectations and develop a strong working relationship.
• Research issues, develop potential solutions, and negotiate problem resolution.
• Develop and foster proactive, positive relationships with clients, financial professionals and internal service teams to ensure client retention, growth of the client service block and profitability for stakeholders.
• Provide prompt, accurate and consistent information that meets or exceeds quality metrics.
• Recognize and implement solutions to problems and issues, and suggest improvements to gain efficiencies.
• Collaborate with internal partners to address client needs, develop and maintain action plans, and consult on products, services, and capabilities to successfully arrive at solutions for retaining clients and resolving complex client issues.
• Demonstrate strong knowledge of recordkeeping, outsourcing and processing capabilities, acting as a subject matter expert for the team.
• Lead effective/strategic client meetings either face-to-face or via conference call.
• Share best practices with the team.
• Assist in mentoring new account managers.
• Assist with escalation resolution and approve reversals and profit or loss calculations.

Senior Account Manager – Retirement

Full-stack Engineer

• Lead analysis and complex architectural design across platforms toward the development of end-to-end solutions; translate architectural guidance into detailed technical design.
• Lead committees or projects to help define organization-wide standards, processes, and guidelines.
• Work collaboratively with other development staff, including contract and offshore Software Engineers, and business product owners in an agile environment.
• Code, test, identify, implement, and document solutions to business challenges utilizing web and cloud technologies.
• Perform design and analysis for deliverables.
• Lead large team design sessions.
• Serve as a subject matter expert for a wide range of areas, applications, and technologies; Recommend solutions which take into consideration costs, business needs, and system impacts.
• Utilize third-party software development frameworks, open-source libraries, and APIs to rapidly develop basic application solutions.
• Lead web development staff, including contract and off-shore developers; may have supervisory responsibility over employees.
• Learn and keep pace with the latest advances in the field and rapidly grasp new technologies to support the environment and contribute to project deliverables.
• Prepare presentations and lead development meetings.

Software Engineering Specialist

Director

• Provide strategic leadership and subject matter expertise across capital markets, structured finance, treasury, and derivatives to enable efficient funding, optimize capital structure, and manage financial risks in support of enterprise financial objectives.
• Originate, structure, and execute debt and equity capital markets transactions in alignment with regulatory, rating agency, tax, legal, and accounting requirements.
• Develop and execute enterprise funding strategies to support liquidity, capital, and balance sheet objectives.
• Manage strategic interest rate, currency, and derivative activities to position the balance sheet and hedge financial risks.
• Maintain access to global capital markets by managing relationships with investors, banks, lenders, and other market participants.
• Oversee funding programs, credit facilities, and related documentation to ensure ongoing market readiness.
• Monitor, analyze, and report on capital markets conditions, regulatory developments, and market trends to inform funding and hedging decisions.
• Coordinate cross‑functional execution with legal, tax, finance, investor relations, and business units to deliver transactions within approved parameters.
• Lead and coach team members and virtual teams to achieve strategic and operational objectives.
• Support funding and structured finance initiatives for domestic and international business units.

Senior Director, Treasury & Capital Markets

Account Executive

• Educate and empower Transamerica Financial Advisors (TFA) financial professionals with tools and resources that increase productivity and help clients with their wealth management business.
• Provide product, platform, and services information to TFA financial professionals in response to inquiries via inbound phone calls, email, video, chat, etc.
• Promote key TFA products and platforms designed to help serve client needs.
• Identify opportunities to increase TFA production and work closely with the home office and field leadership to implement training and sales support resources.
• Act as an expert coach on formation/positioning assistance requested at point-of-sale.
• Lead one-on-one and group meetings to develop and foster positive relationships, and ensure high quality, profitable business results.
• Maintain close working relationships with product providers to leverage their resources.
• Provide training and troubleshooting during the sales process (e.g., licensing, new business submissions, sales concepts, etc.)
• Drive increased sales growth from new financial professionals through on-going sales support and encouragement.
• Provide orientation and training on TFA products, systems, websites and other sales tools.
• Provide financial professionals and advisors with up-to-date product enhancements and sales knowledge.
• Recommend and initiate improvements to processes and procedures.

Sales Desk Consultant

Operations

• Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
• Provide guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc.
• As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc.
• Provide support and guidance for the Wealthscape platforms.
• Produce reports from Wealthscape and Avaya required for TFA to oversee service and processing metrics, and identify areas for optimization.
• Partner with NFS Middle Office on account management services.
• Identify and develop operational impact metrics, including collecting, analyzing, and reporting.
• Keep up to date on rules and regulations governing firm procedures.
• Identify and develop operational service improvements.

Senior Field Services and Operations Associate

Accountant

• Researches complicated tax issues, analyzes applicable tax laws, and documents conclusions.
• Participates in team projects, offering direction to others to achieve tax department goals.
• Prepares and/or reviews local, state, and federal tax returns and quarterly tax provisions, as well as financial and management reports.
• Prepares and/or reviews amended tax returns, quarterly tax provisions, as well as investment taxation workpapers.
• Researches complicated tax law and accounting principles and drafts technical memos or outlines.
• Identifies problems and opportunities and develops alternatives.
• Implements project plans and leads small projects or parts of complex projects.
• Recognizes unusual situations and reviews such situations with management.
• Actively coaches, develops, and trains staff.
• May direct the workflow of other staff professionals.
• Completes moderately difficult assignments with little supervision and review.

Senior Tax Accountant

Financial Planning and Analysis

• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Supports reporting needs including analysis and trend reporting.
• Participates in monthly and quarterly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

Senior Financial Analyst

• Serve as a subject matter expert within the Global Consolidation and Corporate Reporting organization performing accounting, financial reporting, and financial analysis activities
• Apply accounting knowledge, professional judgement, and analytical expertise to support the integrity, accuracy, and completeness of consolidated financial reporting while contributing to process improvements and reporting initiatives
• Prepare and review consolidation activities, financial reporting schedules, analyses, and supporting documentation in accordance with established reporting requirements
• Coordinate with domestic and international finance teams to support timely, accurate, and complete reporting of financial information
• Support accounting and reporting activities related to investments in subsidiaries and other legal entities through the preparation of analyses, reconciliations, consolidation adjustments, and elimination entries
• Perform analyses of consolidated financial results and communicate key observations, trends, risks, and issues to management
• Maintain reporting instructions, reporting documentation, and supporting process materials
• Execute control activities supporting the accuracy and completeness of financial reporting
• Support internal and external audit activities through preparation of documentation, analyses, and responses to inquiries

Senior Specialist, Financial Analysis – Group Consolidation

Accounting Manager

• Provide U.S. GAAP technical accounting guidance related to current and proposed transactions to ensure consistent interpretation and conformity with authoritative accounting literature.
• Develop and maintain global accounting policies as well as oversight of adoption and compliance with global accounting policies.
• Analyze accounting implications of alternate solutions and support business units with significant and unusual transactions in support of key accounting decisions.
• Perform independent research to support key accounting decisions.
• Consider financial impact, benefits and drawbacks, and potential legal and regulatory impacts of significant accounting transactions.
• Monitor the FASB for emerging and new adoptions of accounting standards; assess guidance applicable to the company.
• Participate with insurance industry technical accounting groups to ensure consistent application of global accounting standards.
• Prepare memos and policy documents to communicate accounting changes.
• Develop, implement, and communicate new policies and processes to comply with newly issued accounting standards.
• Draft financial statement disclosures regarding upcoming accounting pronouncements.
• Work closely with senior management as well as external auditors on complex accounting topics, and engage with legal counsel, regulators, and consultants as needed.
• Serve as a technical accounting subject matter expert.

Senior Specialist, Accounting Policy

QA Engineer

• Design, update, and maintain onboarding and refresher training programs for licensed financial advisors.
• Deliver live and virtual training sessions and structured coaching engagements.
• Develop training materials, including presentations, job aids, scenarios, and microlearning content.
• Apply quality standards to conduct call monitoring and interaction reviews for licensed advisors.
• Identify performance gaps related to disclosures, suitability, and client communication.
• Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk.
• Document quality findings and training activities to support supervisory oversight.
• Partner with Compliance and business teams to ensure training content aligns with firm policy.

Intermediate Advisor – Training and Quality Assurance Consultant

• Lead management of consolidated balance sheets, including financial leverage, holding liquidity, free cash flow, and capital position.
• Develop and oversee capital structure and capital allocation analysis, including multi-year capital forecasting and scenario modeling, and maintaining a toolbox to support solvency when needed.
• Advise senior management on capital returns to shareholders, issuances and redemptions of financial leverage, remittances from business units, capital allocation decisions, and capital optimization strategies.
• Provide oversight and direction for enterprise capital management reporting and analytics.
• Monitor adherence to capital management policies across business units and evaluate capital-related risks and business initiatives.
• Deliver monthly and quarterly capital management reporting to executive and board-level stakeholders in partnership with financial planning and analysis teams.
• Partner with treasury, risk management, investor relations, corporate development, and finance leadership to support enterprise financial objectives.
• Guide analytical support for business and multi-year planning, quarterly business reviews, and performance review processes.
• Lead and develop capital management talent, including setting priorities and performance expectations.