Job Family

Finance - General

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.

Job Description Summary

The Director of Finance for Distribution is a Key Business Partner and financial steward for Transamerica’s Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). As part of WFG’s BU CFO team, the Director is responsible for leading the Distribution Financial Planning & Analysis (FP&A) function, concentrated around results governance, while also identifying sales growth & P&L improvement opportunities. Supported by a Lead Financial Analyst, this role will fully leverage & harness data capabilities to uncover business “reveals” and identify targeted sales/agent segmentation opportunities.

Job Description

Responsibilities:

Serve as a Key Business Partner to help run and grow the WFG & TFA Distribution businesses with strong financial stewardship as a key value proposition
Lead Monthly & Quarterly Results Governance, highlighting Earnings & Key Metrics along with executive messaging, insights, risks & opportunities, and compelling management actions
Evolve Key Metrics framework to ensure a relevant, consistent, and comprehensive set of KPIs with depth & frequency, fully in line with business demand, strategy, and growth objectives
Provide Distribution thought leadership and direction around deeper data views to uncover business findings and sales/business growth opportunities
Develop optimal management reporting structures for WFG & TFA Distribution based on current economics, along with specific financial targets for managing the business
Stand up a new Operating Expense cadence and governance that delivers monthly transparency and detail around Direct and Allocated expenses and related drivers to WFG/TFA Leaders
Serve as a key contributor to development of P&L and Key Metrics projections, including Forecasts and Annual Plans
Develop and actively coach staff setting clear and high standards of performance balanced with individual goals and continual professional improvement

Qualifications:

Bachelor’s degree in accounting or finance, or equivalent experience
12 years of accounting/finance experience including 8 years in a senior finance leadership role supporting distribution and /or product management function
Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)
Direct management of finance professionals, including remote management of team
Ability to effectively communicate, orally and in writing, to diverse audiences
Organizational and prioritization skills
Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

Preferably MBA
CPA/advanced degree
Knowledgeable in GAAP / IFRS Accounting treatment
Direct experience in driver based financial modeling of multi-year operating results
Highly proficient in authoring concise presentations to management on operating results and business cases which effectively "tells the story based on quantitative analysis"
Assess and maintain prioritization of deliverables and resources
Provide independent assessment of business performance
Establish governance and management routines with business partners for efficient and effective decision making

Working Conditions:

Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

The Salary for this position generally ranges between $175,000 - $200,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation 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

Inclusion & Diversity

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.

Transamerica’s Parent Company

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.

* As of December 31, 2023