Lead Specialist, FP&A – Capital Reporting

Transamerica

Lead Financial Analysis expert orchestrating collaborations for regulatory reporting and capital management. Analyzing complex financial data and guiding senior management decisions within Transamerica.

Posted 6/24/2026full-timeCedar Rapids • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $128,000 - $170,000 per yearWebsite

About the role

Key responsibilities & impact

Use subject matter expertise to lead or participate in large cross-functional projects, ensuring effective collaboration across departments.
Lead efforts to establish Transamerica, Inc. regulatory reporting under the new US regulatory regime, facilitating the transition from Bermuda.
Work closely with senior leadership to identify necessary updates for capital-related management reporting and key performance indicators (KPIs).
Coordinate with international colleagues to implement required reporting processes, including defining and determining required data elements.
Analyze and interpret data to assess past performance and forecast financial results for highly complex assignments.
Share findings and assist in planning next steps for financial data.
Provide advanced financial analysis to facilitate innovative solutions to complex problems.
Demonstrate technical proficiency in management reporting for capital generation and serve as a subject matter expert in this area.
Prepare communications for complex messages, tailored to strategic and operational audiences.
Build strong business relationships with all levels of management and partner with senior management to achieve business objectives.
Act as a process owner, as needed, to ensure top performance in a control environment.

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
Expert knowledge of accounting/finance
Analytical and problem solving skills
Strategic thinker able to communicate on business/market and legislative issues at a macro level
Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
Advanced computer skills in MS Office, Excel and financial business systems

Benefits

Comp & perks

Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysismanagement reportingdata analysiscapital generationregulatory reportingperformance forecastingaccountingfinance

Soft Skills

analytical skillsproblem solvingstrategic thinkingorganizational skillsprioritizationcommunication skillspresentation skillsrelationship building