Sr Specialist, Finance Transformation - Report Builder

Job Description 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.Qualifications:Bachelor's degree in finance, accounting, or related field, or equivalent experienceExtensive 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 transformationsAdvanced skills managing expectations and cultivating relationships with key stakeholdersAbility to focus on and achieve desired outcomes in finance transformation projectsPreferred Qualifications:Advanced Power BI experience in building data models, DAX calculations and interactive reporting for financial analysisHands on experience sourcing, transforming, and connecting data from AWS services (e.g. Redshift) into BI solutionsFamiliarity with GAAP principles and management reporting to design accurate and compliant financial reportsSolid understanding of SQL, relational databases, and data modeling best practices for scalable reporting solutionsWorking Conditions:Hybrid working environment: Baltimore, Cedar Rapids, Denver, PhiladelphiaCompensation:The Salary for this position generally ranges between$110,000 - $130,000 annually.Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors includingqualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.What We OfferFor eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our pensation BenefitsCompetitive PayBonus for Eligible EmployeesBenefits PackagePension Plan401k MatchEmployee Stock Purchase PlanTuition ReimbursementDisability InsuranceMedical InsuranceDental InsuranceVision InsuranceEmployee DiscountsCareer Training & Development OpportunitiesHealth and Work/Life Balance BenefitsPaid 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 DollarsParental 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 AssistanceEmployee Assistance ProgramCollege Coach ProgramBack-Up Care ProgramPTO for Volunteer HoursEmployee Matching Gifts ProgramEmployee Resource GroupsInclusion and Diversity ProgramsEmployee Recognition ProgramReferral Bonus ProgramsInclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica’s Parent Company Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Created: 2025-12-05