Lead Specialist, Financial Analysis – Enterprise Technology

Transamerica

Lead financial analyst partnering with Transamerica’s Enterprise Technology leaders on budgets, forecasts, spend management, and investment planning. Turning financial data into strategic recommendations for the insurance and retirement services company.

Posted 8/10/2026full-timePhiladelphia • Colorado, Iowa, Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $130,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, budgeting, and forecasting within the technology sector, while effectively communicating complex financial insights to senior management. Proven ability to lead cross-functional projects and drive efficiency initiatives in alignment with business goals.

Highest-signal resume keywords

Financial AnalysisBudgetingForecastingGAAP PrinciplesOracle ERP

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudgetingForecastingAccountingData ValidationFinancial ReportingStrategic ThinkingAnalytical SkillsProblem-SolvingCost Control

Soft Skills

Communication SkillsOrganizational SkillsPrioritization SkillsPresentation SkillsCollaboration

Tools & Technologies

MS OfficeExcelPower BIOracle ERPApptio

Certifications & Qualifications

CPAAdvanced Degree

Industry Keywords

InsuranceFinancial ServicesInvestment ManagementTechnology Spend ManagementEfficiency Initiatives

Tech Stack

Tools & technologies

ERPOracleOracle ERP

About the role

Key responsibilities & impact

Serve as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning
Lead or participate in large cross-functional projects
Provide financial insight and ownership for strategic initiatives, including data validation, review, analysis, and reporting
Review and interpret data to determine past performance and projected financial results for complex assignments
Support planning and next steps for financial data
Deliver financial analysis for two technology development teams
Support and oversee actual financial reporting, forecasting, budgeting, and mid-term plan processes
Collaborate with technology leaders and management on cost control
Lead identification, execution, and tracking of efficiency initiatives and report progress against targets
Create communications for complex messages for strategic and operational audiences
Develop business relationships across management levels and partner with senior management to meet business goals
Partner with financial analysts supporting tactical and operational levels of infrastructure technology development teams

Requirements

What you’ll need

Bachelor’s degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience
Experience in the insurance, financial services, or investment management industry
Expert knowledge of accounting and finance
Analytical and problem-solving skills
Strategic thinking and ability to communicate business, market, and legislative issues at a macro level
Organizational and prioritization skills, with ability to make timely decisions using appropriate information
Excellent written, oral communication, and presentation skills
Advanced computer skills in MS Office, Excel, and financial business systems
Legal authorization to work in the U.S. without immigration sponsorship
Preferred: CPA or advanced degree
Preferred: Extensive knowledge of financial services and technology support
Knowledge of GAAP principles
Knowledge of Oracle ERP, Power BI, and/or Apptio

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
Paid Time Off starting at 160 hours annually for employees in their first year of service
Ten (10) paid holidays per year
Be Well Company holistic wellness program, including 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
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