Aegon · 10 hours ago
Lead Specialist, Financial Analysis - Consolidated Expense Management
United States
Full-time
Remote
Senior Level, Lead/Staff
$128K/yr - $170K/yr
10+ years expAegon is seeking a Lead Specialist in Financial Analysis to provide analytical, operational, and strategic support to the Chief Investment Officer. This role is responsible for enterprise-wide expense reporting, ensuring high-quality insights and projections, while driving accurate expense consolidation across all business units.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
Responsibilities
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
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
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
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
GlobeNewswire
2026-01-12
Alternative Credit Investor
2026-01-03
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