Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Lead and implement Finance transformation projects at Transamerica, significantly impacting financial reporting success. Manage stakeholder relationships, project strategy, and optimize finance processes.
Responsibilities
- Lead and implement strategically important Finance transformation projects with a significant impact on the success of the organization’s financial reporting results.
- Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives.
- Manage stakeholder expectations and make critical decisions to align projects and organizational objectives.
- Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget.
- Provide comprehensive analysis and reporting to management to advance program outcomes.
- Spearhead initiatives for innovating and optimizing processes in finance systems.
- Guide and advance capabilities of the team.
- Contribute to strategic planning and ensuring alignment with organizational goals.
Requirements
- Bachelor's degree in finance, accounting, or related field, or equivalent experience
- Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years)
- Outstanding strategic planning skills to execute finance system transformations
- Advanced skills managing expectations and cultivating relationships with key stakeholders
- Ability to focus on and achieve desired outcomes in finance transformation projects
- Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis
- Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions
- Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports
- Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions
Benefits
- 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
- College Coach 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
Job title
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