Sr. FP&A Business Intelligence Analyst

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Business Intelligence

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce.

We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

Who We Are

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.

We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play.

United in our purpose, we help people create the financial freedom to live life on their terms.

What We Do

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities.

These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.

9 million customers worldwide.* For more information, visit transamerica.com .

Job Description Summary

Leveraging both a Financial, Planning and Analysis and business analytics skill set, this position will develop and support Business Intelligence Analytics products and platforms including but not limited to data warehouse, data visualizations and interactive reports.

Applies Business Intelligence and Analytics subject matter expertise (data modeling, data discovery, BI product offering development and conceptual insurance acumen) to provide the business support departments with the tools and data representations which allow increasing organizational profit and meeting strategic goals.

Job Description

Responsibilities :

Continuously develops and maintains an understanding of Business Intelligence technology and architecture, including data warehousing, dimensional modeling, OLAP functionality, reporting tools, and other methods of information delivery.

Develop & maintains expertise with MSBI tools including : Excel / PowerPivot, SSRS, PerformancePoint, SSIS, & SSAS / BISM.

Develop database and / or data presentation solutions to deliver information to end-users accurately and efficiently

Extracts, transforms, & loads data using data management tools and T-SQL.

Analyze, understand, and document user needs to ensure accurate fulfillment of user story requests from internal business customers.

Contribute to, and possibly lead, project teams that are developing or modifying highly complex information solutions.

Administers & maintains the BI Portal, data warehouse, and existing BI solutions.

Continuously develops expertise in the data and data models within the data warehouse, as well as an understanding of supported business domains.

May construct data models, data dictionaries, and report glossaries.

May conduct user interviews and training sessions

May mentor teammates on BI tools and methods.

Conducts and may facilitate internal testing and user acceptance testing.

Qualifications :

Bachelor's degree or equivalent education / experience. Minimum of 5 years work experience.

Strong understanding of BI concepts & tools.

Demonstrated ability to write SQL / TSQL queries to retrieve / modify data

Previous experience with BIDS / MSBI Stack.

Proven ability to work with less senior staff for guidance in solution delivery

Ability to abstract a concept into a series of lifecycle components and events.

Significant experience developing physical dimensional models, OLAP processes or data visualizations or significant experience in data modeling, data discovery and the application of data to solve business problems

Proven problem solving ability and a willingness to think "outside-the-box".

Working Conditions :

Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws.

It is estimated based on what a successful candidate might be paid in certain Company locations.

The Salary for this position generally ranges between $95,000 - $115,000 annually. This range is an estimate, based on potential qualifications 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 Company discretion.

Worried about not having every single qualification listed? It's okay. If it's a role you're interested in, we encourage you to apply.

Employees who enjoy their jobs are one of our favorite things.

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

College Coach 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

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