This senior level role provides direct analytical, operational, and strategic support to the Chief Investment Officer (CIO) while serving as the central consolidation lead for enterprise wide expense reporting. Operating within Corporate Finance FP&A, this role ensures the CIO’s office receives high quality insight, forward looking projections, and strategic decision support while also driving disciplined, accurate, and timely expense consolidation across all business units. The ideal candidate brings exceptional financial acumen, advanced technical and analytical capability, strong understanding of insurance and investment operations, and the ability to effectively communicate complex financial information to senior executives.

Responsibilities:

Support the Chief Investment Officer:

  • Serve as the primary financial and analytical partner to the CIO, providing reporting, insights, and decision support for Investment Office operations.

  • Develop scenario models, forward‑looking projections, and earnings‑impact analyses related to investment operations and long‑term strategy.

  • Maintain deep understanding of CIO‑related expense drivers, headcount, technology spend, vendor costs, and allocated expenses.

  • Prepare executive‑level content and messaging that translates complex data into clear, actionable insights.

Report on Consolidated Transamerica Expenses:

  • Own the monthly enterprise expense consolidation process across all business units.

  • Build and maintain a consistent expense classification framework (controllable vs. non‑controllable; fixed vs. variable).

  • Deliver consolidated expense analysis for Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR).

  • Partner with FP&A and business finance teams to ensure alignment of reporting standards, methodologies, and accuracy.

Enhance Enterprise Insights & Forward-Looking Capabilities:

  • Provide enterprise‑level risk and opportunity analyses across Operating Expense.

  • Develop forecasting tools and dashboards that increase transparency and support senior‑level decision making.


Qualifications:

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

  • Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

  • Expense Management Expertise: Strong understanding of budgeting, forecasting, variance analysis, and tracking expenses on a run, grow, and transform basis.

  • Insurance Industry Financial Acumen: Understanding of Statutory and GAAP accounting principles, expense treatment, and impacts to capital.

  • Investment Operations & Finance Knowledge: Familiarity with portfolio management concepts and how expenses (direct and allocated) support the Investment organization.

  • Executive Presence: Ability to clearly communicate with senior leaders; strong experience preparing materials for leadership meetings and committees.

  • Advanced Data Analysis Skills: Expertise with Excel and Power BI; ability to build dashboards and models for senior leaders.

  • Technology & Systems Experience: Prior experience with Oracle, data visualization tools, enterprise data repositories, and IBOR investment systems.


Preferred Qualifications:

  • Experience supporting an Investment Office, Asset Management, Treasury, or comparable financial function.

  • Experience in insurance, annuities, or broader financial services.

  • MBA, CPA, CFA, or similar advanced credentials.

  • Experience with financial systems transformation, forecasting redesign, or modernization.

  • Experience with Anaplan and Essbase


Working Conditions:

  • Hybrid (Tuesday - Thursday)

Compensation:

The Salary for this position generally ranges between $128,000 - $170,000 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.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.