Director, Portfolio Financial Management - Hybrid position at Transamerica.| United States Of America

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Transamerica Director, Portfolio Financial Management - Hybrid

Experience: General

Pattern: full-time

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Associate

Denver, Colora..........United States Of America

Job Family Program and Project management About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of 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 Lead the planning, coordination, and delivery support for a portfolio of transformation and continuous improvement initiatives. Partner with program sponsors, technology teams, business leaders, and project/business adoption professionals to translate strategies into prioritized roadmaps, ensure delivery discipline, and improve portfolio performance through strong governance, reporting, and continuous improvement. Job Description Responsibilities: Manage a portfolio of programs and initiatives by establishing structure, cadence, and governance to support on-time, on-scope execution and benefit realization. Partner with leaders and sponsors to translate business strategies into actionable plans, sequencing recommendations, and portfolio roadmaps within assigned area(s) of responsibility. Support medium- to long-range planning by contributing analysis, insights, and options to inform line of business and functional priorities. Lead and coordinate cross-functional teams (matrixed) to deliver work programs and key milestones; remove blockers and drive decisions through appropriate governance forums. Drive continuous improvement and innovation by identifying opportunities to improve portfolio processes, standards, and reporting; implement enhancements to strengthen delivery outcomes. Oversee portfolio resourcing and demand planning for assigned initiatives; surface capacity constraints, tradeoffs, and recommendations to leadership. Manage budget tracking and financial stewardship for assigned portfolio areas; monitor forecasts, variances, and value delivery, partnering with Finance and delivery leads as needed. Ensure effective portfolio reporting by maintaining dashboards, executive summaries, and governance materials; provide clear insights on health, risks, dependencies, and outcomes. Monitor and manage portfolio performance using defined metrics and controls; escalate issues and risks with recommended mitigations. Maintain standards, policies, and procedures within the portfolio management discipline; translate policy into operational plans and support adoption across stakeholders. Represent portfolio management in key internal working sessions and governance meetings; influence outcomes through data-driven recommendations and effective facilitation. Stay current on relevant policy, compliance, and best practices to ensure programs align with applicable requirements and internal controls. Create, manage and monitor all PS and S&I Cost Benefit Analysis (CBA’s), budgets and resources to ensure value for money and that services are delivered/commissioned within the available budget. Ensure effective financial reporting within the wider governance and reporting requirements. Monitor performance in relation to areas of responsibility and provide regular reports to senior managers, other stakeholders, and the wider professional network. Work with colleagues to ensure that annual and medium-term plans are drawn up and linked to corporate priorities and local budgets, and that associated arrangements in place to monitor performance against plans. Qualifications: Bachelor’s degree in business, economics, organizational design, or other relevant field; or equivalent experience Ten years of portfolio management, program management, transformation, or continuous improvement experience in a similar environment or consulting/planning role Experience with resource and demand planning (forecasting, capacity management, prioritization) and execution Power BI (or equivalent) dashboard/report development experience; ability to translate data into actionable insights Strong understanding of project/program management principles, methodologies, and tools Working knowledge of federal and state employment laws (as applicable to people leadership and workforce practices) Excellent oral/written communication, presentation, and facilitation skills—able to work effectively with employees at multiple organizational levels Demonstrated ability to influence without authority and to manage multiple priorities in a fast-paced, changing environment Commitment to high professional ethical standards and fostering an inclusive workplace Proficient in MS Office Suite (Excel, PowerPoint, Word) Preferred Qualifications: Professional certifications Experience implementing portfolio governance standards, operating rhythms, and value tracking/benefits realization Understanding of finance and accounting treatment Proficiency with MS Excel Working Conditions: Hybrid office environment (3 days a week in office): Baltimore/Cedar Rapids/Denver/Philadelphia Compensation: The Salary for this position generally ranges between $160,000 - $169,000 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. #LI-BD1 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. 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. 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

Director, Portfolio Financial Management - Hybrid job opportunity at Transamerica.

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