Transamerica · 13 hours ago
Strategic Business Planning Specialist - Hybrid
Transamerica is a financial services company committed to helping individuals live their best lives through innovative solutions. The Strategic Business Planning Specialist will support management in identifying and executing strategic business priorities while collaborating with stakeholders to enhance projects and processes.
Financial ServicesImpact InvestingInsurance
Responsibilities
Assist with business case development through the collaboration with key stakeholders to articulate business needs in project terms
Perform a critical business analysis during project execution by:
Leading / creating business requirements
Completing current state and future state process flows
Providing input for processes, training , communication
Developing UAT test strategy plan
Developing and facilitating the execution of UAT test scripts
Coordinating with QA/IT partners
Monitoring and ensuring the resolution of defects through warranty period
Develop and update strategic planning templates and communications
Update assigned strategic dashboards/tracking mechanisms
Coordinate with peers across the organization to continuously improve processes, documentation, communication, etc
Network with colleagues across business and technology to enhance business knowledge
Assist with escalated issues on priorities, goals, strategies, resources and key initiatives
Prepare presentations for delivery to specific audiences
Qualification
Required
Bachelor's degree in a business field or equivalent experience
Two years of strategic planning experience in a similar environment or in a planning/consultant role
Ability to communicate with all levels of the organization to influence others towards strategic goals
Analytical and problem solving skills to plan strategy, tactics, and perform root-cause analysis
Familiarity with project management tools, lifecycles, etc
Proficiency using MS Office tools
Preferred
Insurance/financial services experience
Knowledge of LEAN Six Sigma methodology
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
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.
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Recent News
2025-12-21
Company data provided by crunchbase