Transamerica · 5 months ago
Senior Manager Business Intelligence - Sales Reporting
Transamerica is a financial services company dedicated to helping people achieve financial freedom. They are seeking a Senior Manager for the Business Intelligence department to provide leadership and direction in implementing and supporting analytical and reporting initiatives that align with organizational goals.
Financial ServicesImpact InvestingInsurance
Responsibilities
Accountable for the effective management and performance of the BI organization, including but not limited to recruitment, performance reviews, coaching, mentoring, development, and training the BI staff; as well as the assignment and tracking of workload
Work closely with business departments to understand the business drivers and ensure that BI plans support company goals, both short and long term
Collaborate with Technology regarding the use of new technology and major functional improvements of BI processes and systems
Responsible for the development of departmental plans, budgeting, and for administration of project control and reporting activities, including the creation and utilization of metrics to identify ways to improve BI processes and productivity
Lead the development of a reporting environment that leverages the same data sources to service executive level dashboard reporting and the self-services staff level performance reporting for all of Operations
Work closely with the VMO to establish vendor reporting requirements and identifying processes to that will best support a best in class relationship with external vendors
Qualification
Required
Bachelor's degree in a business related field or equivalent experience
Seven years of BI or data warehousing experience, with at least three years in a supervisory/management capacity
Knowledge of multi-dimensional modeling concepts and principles
Extensive knowledge of online analytical processing (OLAP) data structures and tools including Tableau, MS SQL, SSRS, SSMS, and PowerPivot
Extensive knowledge of relational database structures and data management tools
Understanding of the insurance industry
Organizational and management skills of multiple teams and/or individuals
Able to communicate effectively with senior management
Practical knowledge of project management processes including scope definition, project and resource plan creation and utilization, budgets, and milestone identification and tracking
Able to oversee multiple concurrent projects
Leadership skills to work with all levels of the organization
Organizational and prioritization skills, effective judgment, and able to make timely decisions with appropriate information
Relationship building and negotiation skills
Able to anticipates future needs and challenges (visionary)
Preferred
Master's degree plus 2 years equivalent experience in Business, Statistics, Data Science, Data Analytics or related field required
Extensive knowledge of the software development lifecycle
Strong knowledge of IT organizations and insurance business practices
Knowledge of BI development frameworks and tools
Experience with user interfaces and design concepts
Experience with CRM (e.g., Salesforce)
Has organizational and prioritization skills, effective judgment, and can make timely decisions with appropriate information. Has a strong relationship building skill
Experience managing and working within Enterprise Data Warehouse environments
Extensive knowledge of relational database structures and data management tools
7 years experience in sales reporting within the insurance or financial services industry, with demonstrated expertise in designing, developing, and managing reporting platforms and interactive dashboards, including proficiency in Power BI and Salesforce
Proficient with SQL
Demonstrated ability to train and mentor staff in data, business intelligence, and reporting tools, while fostering effective collaboration across both technical and business teams
Leadership skills to work with all levels of the organization
Experience managing offshore staff
Experience leading and delivering full-cycle implementation projects, some under tight timelines
Benefits
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Recent News
2025-12-21
Company data provided by crunchbase