Senior Manager, Finance - Capital 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 Serve as a key member of Transamerica’s Financial Planning and Analysis team, with responsibility for providing analysis and insight into capital generation results and leading annual budget process for Transamerica’s capital generation. Job Description Responsibilities • Lead a team within FP&A responsible for management reporting with additional ownership for some regulatory reporting deliverables, while acting as a technical and subject matter expert.

• Lead preparation of capital-related reporting packages for senior management, governance committees, and other stakeholders, distilling complex data into succinct and clear presentations.  Review and approve content and deliverables.

• Play a key role in budget creation, forecasting, and continuous evaluation of results, providing detailed analysis and reporting for both regulatory and management requirements.

• Partner with business units, Corporate FP&A, Actuarial, Risk, Treasury, Tax, and Accounting to ensure capital forecasts and reporting are aligned and well supported.

• Engage in large cross-functional initiatives, with potential to lead such projects.

• Develop team talent through coaching, prioritization, feedback, and succession planning.  Coordinate performance reviews and evaluate overall team achievements.

• Responsible for ensuring work is performed in a control environment, may function as a process owner.

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

• Ten years of accounting/finance experience including five years of supervisory/management experience

• Strong 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 • Extensive knowledge of insurance products, statutory reporting requirements, and management reporting, and analysis.

• Knowledge of NAIC Risk Based Capital requirements.

• Experience with Oracle ERP, including planning and forecasting.

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

The Salary for this position generally ranges between   $136,000 - $180,000 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

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