Director, Finance (External Reporting)

About this role

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 Provide financial leadership, expertise, and functional oversight of the U.S. Securities and Exchange Commission (SEC) reporting process within the Finance organization. Ensure timely SEC filings meet reporting, accounting and control requirements. Serve as a key influence on the mission and vision of the department. Job Description Responsibilities • Lead the preparation, review and timely filing of SEC submissions, including Forms 10-K. 10-Q, 8-K,11-K, and other required filings.   Manage the quarterly disclosure committee process, including issue identification and status updates.

• Ensure filings are accurate, complete, and compliant with SEC Regulation S-K, S-X, and U.S. GAAP.  Oversee the drafting, XBRL tagging, quality checks, and cross-functional coordination for the disclosure material. Oversee treatment of reporting errors and control deficiencies.

• Responsible for department deliverables in area of expertise; provide guidance to team members. Provide leadership and oversight over Management Discussion & Analysis process, financial statement footnotes, non-GAAP disclosures, and executive summaries.

• Provide leadership to the External Reporting team regarding resource prioritization, allocation of resources, and performance assessment of employees. Provide five direct reports with career development insights and build a strong team environment.

• Serve as a point person for ad hoc requests from other departments.

• Direct major change initiatives related to regulatory reporting (SEC), enhancement of reporting tools, and data elements; ensure quality of work and delivery within timelines/budget.

• Serve as SOX process owner; understand processes and controls to ensure accuracy, completeness, and alignment of reporting processes with SOX compliance requirements. Strengthen disclosure controls and procedures and internal controls over financial reporting.

• Partner closely, regarding SEC reporting issues, with Investor Relations, senior leadership, and cross-functional teams. 

• Develop strong relationships with external auditors and lead the resolution of issues identified by the external auditors during quarterly reviews and annual audits.

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

• 12 years of accounting/finance experience including eight years of management experience

• Extensive knowledge of assigned business area (e.g. SEC Reporting and U.S. GAAP)

• Strong leadership and people management skills

• 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 • CPA/advanced degree

• 10+ years in SEC reporting, U.S. GAAP, and SOX compliance; experience with public company financial reporting in the United States.

• Proficient in U.S. GAAP, WBRL, ERP systems, and reporting tools; strong analytical skills.

• Proven ability to lead teams, drive process improvements, and manage regulatory change.

• Proven ability to manage deadlines in a fast-paced, high-pressure environment.

• Experience working with Workiva and other financial reporting software.

Working Conditions • Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

The Salary for this position generally ranges between $159,000 - $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  qualification

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