Transamerica · 13 hours ago
Lead Specialist, Financial Analysis - Consolidated Expense Management
Philadelphia, PA
Full-time
Hybrid
Senior Level, Lead/Staff
$128K/yr - $170K/yr
10+ years expTransamerica is a financial services company dedicated to helping individuals achieve financial freedom. The Lead Specialist in Financial Analysis provides analytical, operational, and strategic support to the Chief Investment Officer while overseeing enterprise-wide expense reporting and ensuring high-quality insights for decision-making.
Financial ServicesImpact InvestingInsurance
Responsibilities
Support the Chief Investment Officer:
Serve as the primary financial and analytical partner to the CIO, providing reporting, insights, and decision support for Investment Office operations
Develop scenario models, forward‑looking projections, and earnings‑impact analyses related to investment operations and long‑term strategy
Maintain deep understanding of CIO‑related expense drivers, headcount, technology spend, vendor costs, and allocated expenses
Prepare executive‑level content and messaging that translates complex data into clear, actionable insights
Report on Consolidated Transamerica Expenses:
Own the monthly enterprise expense consolidation process across all business units
Build and maintain a consistent expense classification framework (controllable vs. non‑controllable; fixed vs. variable)
Deliver consolidated expense analysis for Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR)
Partner with FP&A and business finance teams to ensure alignment of reporting standards, methodologies, and accuracy
Enhance Enterprise Insights & Forward-Looking Capabilities:
Provide enterprise‑level risk and opportunity analyses across Operating Expense
Develop forecasting tools and dashboards that increase transparency and support senior‑level decision making
Qualification
Required
Bachelor's degree in accounting or finance, or equivalent experience
Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
Expense Management Expertise: Strong understanding of budgeting, forecasting, variance analysis, and tracking expenses on a run, grow, and transform basis
Insurance Industry Financial Acumen: Understanding of Statutory and GAAP accounting principles, expense treatment, and impacts to capital
Investment Operations & Finance Knowledge: Familiarity with portfolio management concepts and how expenses (direct and allocated) support the Investment organization
Executive Presence: Ability to clearly communicate with senior leaders; strong experience preparing materials for leadership meetings and committees
Advanced Data Analysis Skills: Expertise with Excel and Power BI; ability to build dashboards and models for senior leaders
Technology & Systems Experience: Prior experience with Oracle, data visualization tools, enterprise data repositories, and IBOR investment systems
Preferred
Experience supporting an Investment Office, Asset Management, Treasury, or comparable financial function
Experience in insurance, annuities, or broader financial services
MBA, CPA, CFA, or similar advanced credentials
Experience with financial systems transformation, forecasting redesign, or modernization
Experience with Anaplan and Essbase
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.
5001-10000 employees
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
Leadership Team
Will Fuller
Chief Executive Officer
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase