Senior Project Manager - Finance PMO

Job Description

Responsibilities:

• Managing projects, which involves determining project deliverables and timelines, developing a project plan and managing to the plan, coordinating and leading meetings, preparing meeting minutes and status reports. Working with team members to resolve issues. Coordinating activities of a project team which may include individuals from multiple teams, departments and locations.

• Manage and deliver assigned projects to agreed timescales, budgets and quality standards

• Have an understanding of CFO/Finance business units; actuarial, financial reporting, accounting, etc.

• Navigate the project intake and IT processes to ensure effective management of IT enabled projects

• Develop relationships and expertise within the divisions to provide continued value-add services.

• Assist internal stakeholders with navigating service requests; providing escalations as necessary.

• Support business units in creating a business case, including cost benefit analysis, scope documents, project plans, and help stakeholders make prioritization decisions

• Execute Project Management methodologies; primarily Waterfall and Agile methodologies

Qualifications:

• 8-10 years of related work experience

• University or Bachelor’s degree in related field or equivalent work experience

• Advanced experience using MS Office products (Word, Excel, PowerPoint)

• Advanced experience using MS Project 2010 and Project Portfolio Tools

• General understanding of the insurance and financial services industry

Preferred Qualifications

• Finance & Regulatory Expertise: In-depth knowledge of insurance finance policies, procedures, and systems, including compliance with industry regulations and statutory reporting requirements.

• Actuarial Project Experience: support of actuarial initiatives and organizations.

• Project Management in Dynamic Environments: Ability to manage multiple concurrent insurance-related projects—such as product launches, regulatory updates, and system implementations—while maintaining accuracy under frequent interruptions.

• AI-Driven Process Optimization: Hands-on experience leveraging AI tools within Microsoft 365 (e.g., Copilot) to automate workflows, streamline processes, and enhance operational efficiency.

Working Conditions

• Hybrid (Tuesday - Thursday)

• May require flexible hours to accommodate global project teams

• Occasional Travel <10%

The Salary for this position generally ranges between$95,000 - $120,000 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.

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