Aegon · 15 hours ago
Lead Specialist, Financial Analysis - Expense Management
United States
Full-time
Remote
Senior Level, Lead/Staff
$128K/yr - $170K/yr
10+ years expAegon is seeking a Lead Specialist in Financial Analysis, focusing on Distribution expense management. This senior-level role involves shaping and executing expense strategies while delivering insights to support the company's leadership team.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
Responsibilities
Clearly define and maintain an enterprise-aligned framework for Controllable vs. Non-Controllable and Fixed vs. Variable expense categories
Translate these definitions into management action levers to defend or grow earnings
Partner with Distribution leadership to embed this framework into planning and decision cycles
Proactively identify, quantify, and track risks and opportunities across Distribution OpEx
Actively lead the development of new opportunities, informed by business strategy and operational insights
Partner cross-functionally to operationalize mitigation and acceleration plans
Design and own transparent, flexible, and data-driven projections to support monthly forecast cycles, annual planning, and long-range strategy
Enable scenario modeling, sensitivity analysis, and earnings impact quantification
Increase rigor and discipline around ROI analysis for both recurring management actions and new initiatives
Establish frameworks for expected vs. realized benefit measurement
Drive fact-based decisioning for resource allocation and expense optimization
Provide senior leadership with insightful readouts on what is changing, why, and recommended actions
Ensure messaging aligns with Distribution and enterprise strategic objectives
Influence and challenge stakeholders when needed through strong storytelling and analytics
Build and run a recurring, reliable, transparent, and insightful monthly OpEx results process
Partner with budget owners to review results, drivers, variances, and forecasts
Ensure accuracy, timeliness, and leadership-ready outputs
Maintain comprehensive understanding of all expense categories, funding mechanisms, headcount, compensation structures, technology and operations cost drivers, and vendor spend
Serve as the go-to expense authority for Distribution leadership
Fully adopt and champion Transamerica’s best-in-class OpEx methodologies
Identify opportunities to automate, streamline, or improve processes
Drive consistency and discipline across Distribution expense workflows
Redesign headcount intake and governance using enterprise best practices
Partner with HR, FP&A, and Distribution leaders to ensure transparent, well-documented, and efficient approval flows
Evaluate headcount requests for strategic fit, ROI, funding availability, and long-term implications
Qualification
Required
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
Strong understanding of controllability, cost structures, ROI methodologies, and driver-based forecasting
Demonstrated experience advising senior executives and influencing strategic decisions
Exceptional analytical, problem solving, and data storytelling skills
Ability to operate with independence, sound judgment, and strategic mindset
Advanced Excel and financial systems capability; comfort with building models
Excellent written/oral communication and presentation skills
Preferred
Experience within insurance, annuities, or financial services
Prior Distribution, Sales support, or field-facing financial experience
MBA, CPA, CFA, or similar advanced certification
Experience leading OpEx transformation, zero-based budgeting, or large-scale process redesign
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
GlobeNewswire
2026-01-12
Alternative Credit Investor
2026-01-03
Company data provided by crunchbase