Business Intelligence Analyst

• Run business processes, and manage phases of projects that directly impact Transamerica financials.
• Support enterprise-wide market risk sensitivity calculation and QoQ change attribution as well as stress scenario to access investment portfolio risks and asset liability mismatch risks.
• Assess general account portfolio performance attribution vs. benchmark, as well as associated impact with derivatives programs.
• Support the annual setting of economic assumptions by working cohesively with members of Life, Health, Annuity, and Risk areas.
• Engage in annual discussions regarding economic assumption changes and facilitate the creation of model files that reflect the updated assumptions.
• Collaborate with actuarial peer teams and provide considerations on the development of asset-related code updates in MoSes and MG_ALFA models, and execute asset-only user testing of the updates.
• Assist customers in explanation of model results attribution and reconciliation.
• Complete required change management documentation each quarter for assumption and/or system updates.
• Resolve potential issues; escalate as appropriate.
• Improve processes to increase reliability and accuracy of results
• Assist audit partners by providing requested documentation and information as needed.
• Maintain professional and technical knowledge; attend educational workshops, review professional publications, establish personal networks, and participate in professional societies.
• Mentor more junior staff as needed.

Senior Analytical Reporting Analyst – ALM & Investment Risk

• Design, build, and steward complex BI datasets, governed semantic layers, and Tableau dashboards that model CXO performance across volume, efficiency, quality, and customer outcomes.
• Define and evolve enterprise metrics, taxonomy, and governance while influencing CXO wide reporting standards and best practices to ensure consistent and trusted analytics.
• Partner with Data Engineering to shape data contracts, ingestion requirements, and transformation logic that support scalable and long term analytics foundations.
• Collaborate with Analytics to translate exploratory analysis into standardized and reusable BI products.
• Develop and maintain advanced SQL transformations used in production BI workflows.
• Champion data quality by identifying issues, articulating business impact, and driving improvements across upstream and downstream systems.
• Build BI assets, including feature consistent datasets, governed semantic layers, and documented metrics, that enable downstream use cases such as automation, experimentation, AI powered analytics, agent assisted decisioning, and executive decision support.
• Establish BI documentation, metadata standards, and data quality signals that make CXO metrics understandable, discoverable, and ready for AI driven and self service consumption.
• Drive BI adoption and impact by partnering with CXO Program, Analytics, and Operations leaders to shape intake, prioritize high impact work, enable stakeholders, and reduce ad hoc reporting through scalable solutions.
• Serve as a trusted cross functional partner, aligning Analytics, Data Engineering, Finance, Workforce Management, and Operations around shared definitions, priorities, and outcomes.

Senior Business Intelligence Manager

• The Senior Reporting Analyst (Sr Business Control Specialist) will be accountable for the design, analysis, execution, and overall management of a reporting portfolio that consists of both existing and new requests
• Analyst will need to approach and challenge existing manual processes with philosophy of mitigating risk and improving operational efficiency
• Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards
• Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation
• Supports the overall management of and research required for regulatory exams, internal audits, and other monitoring and inspection reviews and evaluates data and information relevant to inspection metrics to support governance activities for dashboard reporting

Senior Business Control Specialist, Reporting 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

• Design, develop, test, and deploy interactive dashboards and visual reports using Power BI
• Create and maintain Power BI dataflows, measures, calculated columns, and detailed analytics in support of business needs
• Implement row-level security, tabular models, and other multidimensional data models to ensure accurate and secure data access
• Design and develop paginated reports that meet enterprise reporting and regulatory requirements
• Translate business requirements into technical specifications, including solution design and implementation timelines
• Define and monitor key performance indicators (KPIs) with clear objectives and ongoing performance measurement
• Analyze complex data sets and present findings through reports and visualizations that support decision-making
• Enhance and optimize existing business intelligence solutions by redefining data models, calculations, and visualizations based on feedback and performance

Business Intelligence Developer, Power BI

• Provide analytical support to operations, production, and reporting within a disciplined controls environment.
• Produce model inputs and perform business analysis to deliver key performance indicators and ensure efficient operations, including the creation of asset inventories, economic assumptions, and reinvestment strategies.
• Provide timely, quality resolution of inquiries and ad hoc requests.
• Run business processes, and manage phases of projects that directly impact Transamerica financials.
• Support quarterly IFRS/DAC/Unlocking/Loss Recognition, Financial Plan/Capital Reforecast, Principles Based Reserves, and C3P1 models, as well as annual Medium Term Plan, and Cash Flow Testing models.
• Support the annual setting of economic assumptions by working cohesively with members of Life, Health, Annuity, and Risk areas.
• Engage in annual discussions regarding economic assumption changes and facilitate the creation of model files that reflect the updated assumptions.
• Provide MoSes and MG_ALFA format asset inventory, economic assumption, and investment input files to support Asset and Liability Management analysis on a regular basis.
• Collaborate with more senior analyst and provide considerations on the development of asset-related code updates in MoSes and MG_ALFA models, and execute asset-only user testing of the updates.
• Assist customers in explanation of model results attribution and reconciliation.
• Complete required change management documentation each quarter for assumption and/or system updates.
• Resolve potential issues; escalate as appropriate.
• Assist audit partners by providing requested documentation and information as needed.
• Maintain professional and technical knowledge; attend educational workshops, review professional publications, establish personal networks, and participate in professional societies.
• Improve processes to increase reliability and accuracy of results.

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