Manager Finance, Expense Management Employee

Transamerica

Employee

TELECOMMUTE – US National

3/14/23

Job Description

Manager Finance, Expense Management

locations

Work From Home, USA

Plano, Texas

Denver, Colorado

Cedar Rapids, Iowa

Baltimore, Maryland

time type

Full time

job requisition id

R20049134

Job Family

Finance – General

Who We Are

Transamerica has been helping people feel better about the future for more than 100 years. We provide investment, retirement, and life insurance solutions to more than 11 million customers throughout the U.S. But the way we see it, our responsibility goes beyond our clients’ accounts. We’re in the business of helping people live well and empowering them to create a better tomorrow through the financial and health-related habits they form today. We help people prepare by providing solutions that consider the whole picture.

What We Do

Transamerica is organized by lines of business (Life Insurance, Annuities, Mutual Funds, Retirement Plans, Employee Benefits, and Financial Assets), which are supported by Transamerica Corporate (Corporate Development; Finance; Internal Audit; Legislative, Regulatory & Policy; Office of the CEO; People, Places & Brand; Risk; and Technology).

Job Description Summary

This newly created role will broadly drive our transformation strategy for Corporate Finance leveraging our Transamerica Business System (TBS) processes and resources. This is an integral role that will create and support financial modeling for TBS working in partnership with our Transformation Office. This role will integrate the business financial information in a broader sense, getting deeper into capital and earnings analysis and the impact of 4.0 on the business and illustrate how it fits into Mid-Term Planning (MTP).

Job Description

Responsibilities:

Conduct in-depth pro forma financial modeling of Corporate initiatives (support functions, including IT, Finance, HR, etc).

Review deliverables in coordination with Heads of Functional areas (e.g. CFO, CTO) and Corporate Expense Management Sr. Director.

Develop and manage tools to track the financial performance of our portfolio of new and in-flight initiatives; recommend enhancements and process improvements where applicable

Work with Expense teams to establish attributions by initiative and project full P&L pro formas for expense line items.

Ensure alignment between budget and project system data for corporate initiatives.

Coordinate evaluation of initiative-level expense assumptions and work in close coordination with the Expense leadership team to evaluate appropriateness of assumptions.

Lead initiative-level forecasting and monthly updates of actual financials on behalf of the Functional Area, Finance and Initiative Owners.

Coordinate and assign review of monthly financials and review of new initiatives across the corporate expense analysts.

Work with IT finance lead to produce reporting around IT-dependent initiatives with the corporate workstream.

Represent Corporate Functional areas in meetings with Initiative Owners and Transformation Leads and drive resolution of Finance issues.

Conduct initiative level financial due diligence and issue resolution.

Support ad hoc financial requests related to initiatives.

Qualifications:

Bachelor’s degree in accounting or finance, or equivalent experience

Eight years of accounting/finance experience including three years of supervisory/management experience

Strong ability…

Accounting & Finance , Project Management

US National