Sr Specialist, Finance Transformation - Power BI Developer (Hybrid)

Job Family

Finance - General

Job Description Summary

As the Sr Specialist, Finance Reporting and Power BI Development you will be responsible for critical reporting capabilities as part of Finance Transformation and ongoing operational support. Perform development efforts across multiple projects across the Finance reporting portfolio, collaborate with stakeholders to create value-add solutions, ensure adherence to reporting standards and governance requirements, and provide mentorship and guidance to other developers.

Job Description

Responsibilities

• Design, develop, and maintain enterprise Finance reporting solutions using Power BI and related analytics technologies.
• Lead reporting initiatives supporting Finance Transformation programs, including ERP modernization, US GAAP reporting, and management reporting enhancements.
• Establish and enforce reporting governance, development standards, data quality controls, and documentation requirements.
• Guide and advance capabilities within and outside of the team, providing technical oversight and review of reporting solutions.
• Collaborate with Finance, Accounting, Technology, and business stakeholders to gather requirements and prioritize reporting deliverables.
• Design and optimize data models, Data Analysis Expressions (DAX) calculations, and reporting architectures to support complex financial and operational reporting needs.
• Support audit, compliance, and regulatory reporting requirements through strong data governance and control practices.
• Contribute to the evolution of Finance analytics capabilities, including self-service reporting, automation, and emerging AI-enabled insights.
• Maintain documentation to ensure continuity of critical reporting processes and solutions.
• Contribute to strategic planning and ensuring alignment with organizational goals.

Qualifications

• Bachelor's degree in finance, accounting, or related field, or equivalent experience
• Ten years of experience and expertise in strategic planning for finance systems, managing stakeholders, and executing outcome driven projects
• 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 Qualifications

• 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

Working Conditions

• Hybrid working environment: Baltimore, Cedar Rapids, Denver, Philadelphia

The Salary for this position generally ranges between $110,000.00- $135,000.00 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, 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.

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

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 to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

What We Offer

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay

• Bonus for Eligible Employees

Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• 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

Inclusion & 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 through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion 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. They provide 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

Aegon acquired 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