[Remote] Lead Specialist, Financial Analysis

Note: The job is a remote job and is open to candidates in USA. Aegon is an international insurance and financial services company. The Lead Specialist, Financial Analysis supports the Director of FP&A by coordinating financial analysis, management reporting, planning, data, platform, and control activities. The role connects US GAAP results, capital considerations, and operational KPIs to support leadership decision-making and scalable finance capabilities.

Responsibilities

• Perform and coordinate monthly and quarterly management reporting, including analysis of US GAAP results, capital considerations, operational KPIs, trends, variances, and emerging business drivers across an international organization
• Prepare clear, concise commentary and decision-useful insights for leadership, connecting financial outcomes with operational performance, market conditions, strategic priorities, and material risks or opportunities
• Support budgeting, forecasting, long-range planning, and scenario analysis by coordinating inputs, challenging assumptions, maintaining models, and helping translate business strategies into financial and operational outlooks
• Develop and maintain executive dashboards, recurring reporting packages, and ad hoc analyses that present reliable measures, meaningful comparisons, and actionable conclusions for varied audiences
• Partner with Finance, Technology, Actuarial, Accounting, Capital, Risk, Data, and insurance and non-insurance business units to clarify requirements, align definitions, resolve data or reporting questions, and deliver coordinated analysis
• Lead or support defined FP&A workstreams, establishing practical plans, coordinating contributors, monitoring dependencies, documenting decisions, and escalating significant judgments or delivery risks to the Director of FP&A
• Use Power BI and related analytics tools to create intuitive, governed reporting experiences; support financial data warehousing and aggregation, multi-source data integration, and efficient distribution of management information
• Contribute to modern finance platforms and scalable data structures, including planning platforms such as Oracle and cloud environments such as AWS, by defining business needs, supporting testing, validating outputs, and improving adoption
• Help design and sustain reliable data flows, governance practices, controls, common definitions, lineage, and quality standards so that financial and operational information is consistent, explainable, and fit for decision-making
• Support SOX-relevant processes and controls by maintaining documentation, performing or coordinating control activities, supplying evidence, and partnering with control owners and assurance teams
• Investigate reporting errors, reconciliations, data anomalies, and control deficiencies; coordinate root-cause analysis and remediation actions; validate corrections; and promptly escalate material issues to the Director of FP&A
• Evaluate and apply emerging capabilities, including AI-enabled analytics, with appropriate attention to data quality, transparency, governance, controls, and human judgment
• Promote inclusive collaboration, knowledge sharing, and continuous improvement by simplifying recurring work, standardizing effective practices, documenting processes, and constructively mentoring or supporting peers

Skills

• Bachelor's degree in accounting or finance, or equivalent experience
• Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry
• Expert knowledge of accounting/finance
• Analytical and problem solving skills
• Strategic thinker able to communicate on business/market and legislative issues at a macro level
• Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information
• Excellent written/oral communication and presentation skills to provide complex information to diverse audiences
• Advanced computer skills in MS Office, Excel and financial business systems
• Experience within insurance, financial services, or another regulated, capital-sensitive industry, including exposure to international operations or multiple business models
• Hands-on experience with Power BI, financial data warehousing or aggregation, governed dashboards, and the integration of data from multiple financial and operational sources
• Exposure to cloud environments such as AWS and to modern finance or planning platforms such as Oracle
• Experience supporting finance transformation, platform implementation, process automation, data modernization, or scalable reporting design
• Familiarity with SOX processes and controls, control testing support, deficiency assessment, root-cause analysis, and remediation tracking
• Exposure to AI-enabled analytics or other emerging technologies used to enhance analysis, forecasting, anomaly detection, narrative reporting, or decision support
• CPA, MBA, or a master's degree in finance, accounting, economics, analytics, or a related field

Benefits

• Hybrid (In Office; Tuesdays, Wednesdays, Thursdays)
• Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.

Company Overview