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Transamerica · 1 hour ago

Sr Specialist, Finance Transformation - Report Builder

Baltimore, MD

Full-time

Hybrid

Senior Level, Lead/Staff

$110K/yr - $130K/yr

10+ years exp

Transamerica is a financial services company that has been serving customers for over a century. The role involves leading and implementing finance transformation projects that significantly impact the organization's financial reporting results, while managing stakeholder expectations and overseeing project execution.

Financial ServicesImpact InvestingInsurance

No H1B

Responsibilities

Provide high level support and oversight of the strategic direction on finance system transformation and project initiatives

Manage stakeholder expectations and make critical decisions to align projects and organizational objectives

Oversee finance transformation projects that require stakeholder execution; manage deadlines, project plans, and budget. Provide comprehensive analysis and reporting to management to advance program outcomes

Spearhead initiatives for innovating and optimizing processes in finance systems

Guide and advance capabilities of the team

Contribute to strategic planning and ensuring alignment with organizational goals

Qualification

Finance transformationStrategic planningStakeholder managementPower BISQLGAAP principlesData modelingFinancial analysisOutcome driven projectsRelationship building

Required

Bachelor's degree in finance, accounting, or related field, or equivalent experience

Extensive experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects (typically 10 or more years)

Outstanding strategic planning skills to execute finance system transformations

Advanced skills managing expectations and cultivating relationships with key stakeholders

Ability to focus on and achieve desired outcomes in finance transformation projects

Preferred

Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysis

Hands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutions

Familiarity with GAAP principles and management reporting to design accurate and compliant financial reports

Solid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutions

Benefits

Competitive Pay

Bonus for Eligible Employees

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

Glassdoor3.2

Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.

Founded in 1904

Cedar Rapids, Iowa, USA

5001-10000 employees