Transamerica

Financial Planning and Analysis

• Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
• Adapt department plans to address resource and operational challenges.
• Operates mostly within their own function, but participates in cross-functional initiatives.
• Understand and communicate directives from senior management.
• Maintain quarterend/yearend calendars to ensure all tasks are completed on time and accurate.
• Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.
• Identify potential accounting issues/errors and escalate appropriately.
• Create, submit and approve journal entries.
• Prepare quarterend Management Powerpoint decks and present the deck in management review meetings.
• Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
• Review, design and implement process and control improvements for Capital Reporting.
• Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Senior Specialist, Financial Analysis

Onboarding Specialist

• Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers.
• Provide customized service and communications throughout the installation process to ensure deliverables are met.
• Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders.
• The senior role is responsible for onboarding mid and large plan sponsors with high employee counts, requiring in-depth retirement plan knowledge and installation process expertise.
• Serve as a mentor to more junior staff.
• Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans.
• Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation.
• Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates.
• Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate.
• Manage transition of funds out of blackout to the service team within set timetable.
• Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan.
• Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design.
• Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information.
• Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture.

Senior Client Onboarding Manager – Large Market

Analyst

• Support management to ensure strategic business priorities are identified, prioritized, executed and results measured.
• Maintain the strategic roadmap and business intake project portfolios.
• Provide general Production Support for Life web portals.
• Develop and update strategic planning templates and communications.
• Update strategic roadmap & assigned strategic dashboards/tracking mechanisms.
• Define strategic planning processes, priorities, capabilities, measures of success, etc.
• Includes cadence and timing of various inputs/outputs; coordinate development of this process with the PMO and other functional leads.
• Coordinate with peers across the organization (including the PMO as a key stakeholder) to develop and execute a holistic strategic planning process.
• Identify integrations and establish contacts across the organization to align efforts and plan implementation.
• Assist with escalated issues on priorities, goals, strategies, resources and key initiatives.
• Prepare presentations for delivery to specific audiences.

Strategic Business Planning Analyst – Life Production Support

Actuary

• Build and analyze sophisticated models for insurance products, investments and/or portfolios to increase company risk adjusted returns.
• Leverage advanced knowledge of actuarial, financial, statistical, data science and/or balance sheet modeling analytics to develop, test and validate models for various functions within the company.
• Support modeling activities on various insurance liabilities, fixed-income assets and derivatives in actuarial systems, including AXIS/ALFA/MoSes.
• Model and quantify risks including equity and interest rate sensitivities, cash flow variability, credit, alternative investment, or liquidity risks.
• Collaborate with key stakeholders from business line valuation, ALM, risk management, and financial/risk reporting etc.
• Embrace new technologies to improve workflows
• Build external or embedded controls to mitigate operating risks in workflows
• Apply risk management techniques and procedures, including the company's mandated risk methodologies.
• Gather and analyze market data, calculate hedge program or portfolio statistics and develop/use models to simulate financial reporting processes.
• Apply and integrate statistical, mathematical, predictive modeling and business analysis skills to manage and manipulate complex high volume data from a variety of sources.
• Interpret internal or external issues and recommend solutions/best practices.
• Solve complex problems; take a broad perspective to identify solutions.
• Build efficient models and processes with minimal guidance.
• Apply judgment to modeling choices in a defensible manner.
• Assess the materiality of various modeling and data choices.

Actuary Analyst

Vice President

• Responsible for the distribution of Transamerica products for a defined territory.
• Develop new business and maintain existing business relationships by conducting in-person sales meetings.
• Provide advisers with up-to-date information on Transamerica products and business building ideas.
• Reach out to prospective advisers within market to grow Transamerica’s sales and market share.
• Manage business in partnership with Internal Wholesaler.
• Allocate resources provided by Transamerica Capital, Inc.
• Participate in Transamerica national and summer sales conferences, bi-annual regional sales meetings, training, and sales meetings as required.
• Stay compliant in accordance with Transamerica Capital, Inc. rules, policies and procedures.
• Stay current on Transamerica products.

Regional Vice President, Mutual Funds

• Evaluate the design of internal controls and make recommendations for improvement.
• Assist in documenting financial/accounting/actuarial process flows, with a focus on internal controls and Sarbanes-Oxley compliance.
• Support the execution of management’s SOX risk assessment and scoping activities to ensure proper risk identification, process mapping and controls linkage for a sustainable internal control framework.
• Assist in the development and implementation of goals, policies, priorities and procedures relating to internal controls over financial reporting and SOX.
• Prepare updates to management, to include management control remediation plans.
• Work with external auditors to plan and implement an assessment of the control environment, coordination of timing and execution of process walkthroughs, and a process for timely sharing of potential issues for resolution with respect to internal controls.
• Collaborate with the first line in development of action plans to assess the adequacy of action taken by management to correct reporting deficient conditions, accepting adequate corrective action and continuing reviews with appropriate management on action considered inadequate until satisfactory resolution.
• Collaborate with the second line the in development and implementation of a system to capture and track control deficiencies, as well as internal and external audit findings to resolution.
• Engage the second line in testing the design and operating effectiveness of internal control over financial reporting.

Intermediate Internal Controls Analyst

• Assist in the design of internal controls, and make recommendations for improvement.
• Assist in documenting financial/accounting/actuarial process flows, with a focus on internal controls and Sarbanes-Oxley compliance.
• Support the execution of management’s SOX risk assessment and scoping activities to ensure proper risk identification, process mapping and controls linkage for a sustainable internal control framework.
• Assist in the development and implementation of goals, policies, priorities and procedures relating to internal controls over financial reporting and SOX.
• Prepare updates to management, to include management control remediation plans.
• Work with external auditors to plan and implement an assessment of the control environment, coordination of timing and execution of process walkthroughs, and a process for timely sharing of potential issues for resolution with respect to internal controls.
• Collaborate with the first line in development of action plans to assess the adequacy of action taken by management to correct reporting deficient conditions, accepting adequate corrective action and continuing reviews with appropriate management on action considered inadequate until satisfactory resolution.
• Collaborate with the second line the in development and implementation of a system to capture and track control deficiencies, as well as internal and external audit findings to resolution.
• Engage the second line in testing the design and operating effectiveness of internal control over financial reporting.
• Collaborate and assist in assessing control implications within the Issue Paper process.
• Assist in developing process and policies for reporting findings.

Senior Internal Controls Analyst

Business Intelligence Analyst

• Responsible for the development and support of the Business Intelligence Analytics products and platforms including but not limited to data warehouse, data visualizations and interactive reports
• Responsible for applying Business Intelligence and Analytics subject matter expertise (data modeling, data discovery, BI product offering development and conceptual insurance acumen) to provide the business support departments with the tools and data representations which allow increasing organizational profit and meeting strategic goals
• Continuously develops and maintains an understanding of Business Intelligence technology and architecture, including data warehousing, dimensional modeling, OLAP functionality, reporting tools, and other methods of information delivery
• Develop & maintains expertise with MSBI tools including: Excel/PowerPivot, SSRS, PerformancePoint, SSIS, & SSAS/BISM
• Develop database and/or data presentation solutions to deliver information to end-users accurately and efficiently
• Extracts, transforms, & loads data using data management tools and T-SQL
• Analyze, understand, and document user needs to ensure accurate fulfillment of user story requests from internal business customers
• Contribute to, and possibly lead, project teams that are developing or modifying highly complex information solutions
• Administers & maintains the BI Portal, data warehouse, and existing BI solutions
• Continuously develops expertise in the data and data models within the data warehouse, as well as an understanding of supported business domains
• May construct data models, data dictionaries, and report glossaries
• May conduct user interviews and training sessions
• May mentor teammates on BI tools and methods
• Conducts and may facilitate internal testing and user acceptance testing

Intermediate Business Intelligence Reporting Analyst

Engineering Manager

• Lead a team of Software Engineers in working collaboratively with other technology teams and business product owners in an agile environment.
• Perform design and analysis for deliverables.
• Lead multi-team design sessions.
• Recommend solutions which take into consideration costs, business needs, and system impacts.
• Lead analysis and general architectural design across platforms toward the development of end-to-end solutions.
• Lead committees or projects to help define organization-wide standards, processes, and guidelines.
• Utilize third-party software development frameworks, open-source libraries, and APIs to rapidly develop basic application solutions.
• Develop staff through coaching, provide timely performance feedback and assessments and establish performance and development plans.
• Mentor current and future leaders, ensuring a constantly rising bar in technical excellence and professional growth.
• Drive a culture of change, excellence and innovation which constructively challenges the status quo and leads to prudent experimentation.
• Have a growth mindset with the ability to adopt new practices and spearhead adoption with emphasis on quality and execution.

Manager, Software Engineering

• Develop, mentor, and manage staff to achieve performance success.
• Monthly, quarterly, and annual financial reporting across multiple bases of accounting
• Monthly oversight, review, and approval of suspense balances and reconciliations from source back to general ledger with a focus on derivatives
• Responsible for monthly accounting processes to ensure accuracy and completeness of financial records by preparing and reviewing journal entries with primary focus on derivatives but not limited to
• Extract financial and attribute data from core accounting system to trouble-shoot and resolve cash payment discrepancies or reconciliation variances
• Extracts financial data from accounting systems to perform appropriate analyses. Analytical focus will be on derivative and securities assets
• Core system integrity and data quality in accordance with accounting policy and processing procedures
• Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system
• Work directly with the vendor and stakeholder to resolve process exceptions. Understand the flow of information and use that knowledge to troubleshoot problems.
• Recommends changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts.
• Participates on project teams or leads project teams.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Responsible for adherence to the company's framework of internal controls.

Lead Financial Analyst – Investment Reporting

Full-stack Engineer

• Define and evolve enterprise-wide architecture patterns for front-end, API, and cloud-native systems, ensuring alignment with long-term business and technology strategy.
• Lead design of large-scale, distributed, and highly available systems, driving decisions across multiple teams and platforms.
• Establish and govern engineering standards, design principles, and reference architectures for TypeScript/React front ends and Node.js API ecosystems.
• Provide technical leadership in modernization initiatives (e.g., monolith to microservices, API-first, event-driven architectures, cloud-native transformation).
• Drive delivery of complex, cross-team initiatives with measurable business outcomes (e.g., scalability improvements, performance gains, cost optimization, reduced lead time).
• Ensure systems are designed for resilience, observability, and operability (logging, monitoring, tracing, SLOs).
• Lead end-to-end system design reviews, architecture governance, and technical decision-making across programs.
• Champion engineering quality at scale, including automated testing strategies, CI/CD maturity, and secure SDLC practices.
• Act as a technical authority and advisor to engineering leadership, product teams, and stakeholders across the organization.
• Mentor and develop senior and staff engineers; raise the bar for technical design, coding standards, and architectural thinking.
• Influence organizational direction through technical roadmaps, platform strategy, and investment recommendations.
• Lead cross-functional collaboration with product, security, infrastructure, and enterprise architecture teams.
• Guide development of enterprise-grade React + TypeScript applications, establishing scalable UI architectures and shared component strategies.
• Architect and oversee Node.js API platforms with emphasis on contract-first design (OpenAPI), versioning strategies, and secure integrations.
• Define patterns for data access, caching, and API performance optimization across relational and NoSQL systems.
• Lead adoption of event-driven and real-time architectures (messaging, streaming, WebSockets) where appropriate.
• Design and drive adoption of cloud-native architectures (AWS/Azure), including containers, serverless, and platform services.
• Establish scalable patterns for multi-environment deployment, cost optimization, and operational resilience.
• Collaborate with platform teams to define golden paths, reusable frameworks, and shared services.
• Lead enterprise adoption of AI-assisted development practices, including code generation, test automation, documentation, and design acceleration.
• Define standards for safe, secure, and governed use of AI tools, ensuring compliance and quality.
• Quantify and drive improvements in developer productivity, code quality, and cycle time through AI-enabled workflows.
• Stay at the forefront of emerging technologies, frameworks, and engineering practices and guide their adoption where beneficial.
• Represent engineering in executive discussions, architecture reviews, and strategic planning forums.
• Drive continuous improvement in engineering processes, tooling, and organizational capabilities.

Principal Software Engineer

• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.
• Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments.
• Analyze processes, services and products; provide ongoing guidance to ensure compliance with regulatory and statutory requirements.
• Compile information for completion of reporting, including reports for management and state/federal regulators.
• With minimal supervision perform analysis, identify trends and follow up on opportunities for enhancement.
• Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms).
• Provide guidance and support to business partners (e.g. Sales and Marketing) in creation of mandated product training.
• Update and maintaining complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.
• May assist management with highly complex projects and coaching/development of staff.

Lead Compliance Analyst – Broker Dealer, Registered Investment Advisor

• Review and analyze current policies and procedures; identify, recommend and implement new and/or enhanced practices.
• Contribute to the development of new and/or enhanced compliance programs and enterprise-wide initiatives.
• Research, analyze and interpret current, new, and proposed regulatory requirements (e.g., statutes, regulations, bulletins) to determine impact to organization.
• Provide guidance and/or develop summaries related to regulatory requirements; identify possible courses of action for various departments.
• Analyze processes, services and products; provide ongoing guidance to ensure compliance with regulatory and statutory requirements.
• Compile information for completion of reporting, including reports for management and state/federal regulators.
• With minimal supervision perform analysis, identify trends and follow up on opportunities for enhancement.
• Manage, oversee and analyze reports from third-parties (e.g., sub advisors, audit firms).
• Provide guidance and support to business partners (e.g. Sales and Marketing) in creation of mandated product training.
• Update and maintaining complete and accurate policies, procedures, compliance logs or files.
• Assist team members with research and assigned tasks; provide training to supported teams.

Intermediate Compliance Analyst – Broker Dealer, Registered Investment Advisor

Compliance

• Contribute to development and execution of enterprise-wide RM initiatives.
• Partner with, and provide guidance to, internal stakeholders to ensure RM policies, retention schedules, and compliance standards are followed.
• Create and maintain summaries, policies, logs and procedural documentation related to regulatory and RM requirements for the enterprise.
• Analyze processes, services, and products to ensure ongoing compliance and continuous improvement.
• Support and communicate with business partners in managing offsite records inventory and applying RM policies and procedures.
• Assist Records Manager with researching, analyzing, and interpreting regulatory requirements to assess organizational impact and recommend actions.
• Maintain and enhance internal RM website to deliver an efficient, user ‑ friendly experience.
• Compile and analyze information and reports for management.
• Assist in auditing business areas for RM compliance.
• Participate in and lead RM projects (e.g., legacy database disposition, annual disposition events, office moves).
• Assist with managing RM vendor partnerships with a focus on improving efficiency and cost effectiveness.
• Administer and oversee records management software, provide onboarding and training for users as needed.
• Participate in RM meetings, record and distribute minutes.

Senior Compliance Analyst – Records Management

• Lead the development and execution of a strategy to modernize fraud and agent oversight programs using emerging technologies and AI, while building high performing teams and driving operational efficiencies aligned with organizational objectives, risk tolerance, and applicable regulatory and compliance requirements.
• Lead the development of a forward-looking technology, AI, data and analytics roadmap that strengthens the fraud and agent oversight compliance programs scalability and effectiveness.
• Drive and oversee continuous improvement of team performance by tracking KPIs, recommending enhancements to core processes, and helping implement tools or solutions that improve workflow efficiency.
• Build and sustain a culture of integrity and continuous improvement across high-performing teams
• Collaborate across the Compliance department and lead integration of other functional areas to build support for work plans and initiatives.
• Stay current on compliance trends by researching industry publications and literature, benchmarking, consulting with industry counterparts, and attending industry conferences and continuing education programs.
• Direct and assign projects; provide guidance to senior managers, managers and other Compliance staff to improve the efficiency of the department and of company Compliance procedures.
• Develop and/or manage department budgets for Compliance operations.
• Manage highly complex Compliance matters with minimal supervision.
• Develop, maintain , and update Compliance policies and procedures for multiple functions and/or locations.
• Recommend corrective action or revisions to policies and procedures as appropriate based upon findings from internal audits, Compliance reviews, regulatory examinations, investigations and/or industry trends.
• Work with multiple functions, units, or locations of the business to develop cost effective and common solutions to achieve regulatory compliance on an enterprise-wide basis.
• Represent the company on industry committees regarding various regulatory issues.
• Assist in evaluating overall Compliance risk factors.
• Assist the compliance department with regulatory examinations, corporate audits, and internal audits.