Director, Finance (External Reporting)

Job Family

Finance - General

Job Description Summary

Provide financial leadership, expertise, and functional oversight of the U.S. Securities and Exchange Commission (SEC) reporting process within the Finance organization. Ensure timely SEC filings meet reporting, accounting and control requirements. Serve as a key influence on the mission and vision of the department.

Job Description

Responsibilities

• Lead the preparation, review and timely filing of SEC submissions, including Forms 10-K. 10-Q, 8-K,11-K, and other required filings.   Manage the quarterly disclosure committee process, including issue identification and status updates.

• Ensure filings are accurate, complete, and compliant with SEC Regulation S-K, S-X, and U.S. GAAP.  Oversee the drafting, XBRL tagging, quality checks, and cross-functional coordination for the disclosure material. Oversee treatment of reporting errors and control deficiencies.

• Responsible for department deliverables in area of expertise; provide guidance to team members. Provide leadership and oversight over Management Discussion & Analysis process, financial statement footnotes, non-GAAP disclosures, and executive summaries.

• Provide leadership to the External Reporting team regarding resource prioritization, allocation of resources, and performance assessment of employees. Provide five direct reports with career development insights and build a strong team environment.

• Serve as a point person for ad hoc requests from other departments.

• Direct major change initiatives related to regulatory reporting (SEC), enhancement of reporting tools, and data elements; ensure quality of work and delivery within timelines/budget.

• Serve as SOX process owner; understand processes and controls to ensure accuracy, completeness, and alignment of reporting processes with SOX compliance requirements. Strengthen disclosure controls and procedures and internal controls over financial reporting.

• Partner closely, regarding SEC reporting issues, with Investor Relations, senior leadership, and cross-functional teams. 

• Develop strong relationships with external auditors and lead the resolution of issues identified by the external auditors during quarterly reviews and annual audits.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience

• 12 years of accounting/finance experience including eight years of management experience

• Extensive knowledge of assigned business area (e.g. SEC Reporting and U.S. GAAP)

• Strong leadership and people management skills

• Ability to effectively communicate, orally and in writing, to diverse audiences

• Organizational and prioritization skills

• Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications

• CPA/advanced degree

• 10+ years in SEC reporting, U.S. GAAP, and SOX compliance; experience with public company financial reporting in the United States.

• Proficient in U.S. GAAP, WBRL, ERP systems, and reporting tools; strong analytical skills.

• Proven ability to lead teams, drive process improvements, and manage regulatory change.

• Proven ability to manage deadlines in a fast-paced, high-pressure environment.

• Experience working with Workiva and other financial reporting software.

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays

The Salary for this position generally ranges between $159,000 - $200,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors 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:

• We will never request personal information such as ID or payment for equipment upfront.

• Official offers are sent via DocuSign following a verbal offer—not through text or email.

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