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Transamerica

Senior Manager Business Intelligence - Sales Reporting

Posted Yesterday
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In-Office
2 Locations
150K-160K Annually
Senior level
In-Office
2 Locations
150K-160K Annually
Senior level
Lead and manage the Business Intelligence department, guiding analytical reporting initiatives, collaborating with technology, and ensuring departmental efficiency and productivity.
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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 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

Provide leadership and direction to the business intelligence (BI) department that will implement and support the analytical and reporting related initiatives needed to support the business requirements for the organization.
Set priorities for the department, as well as policies and guidelines by which the staff can efficiently complete projects, and still maintain department and corporate standards. Look for improvement through productivity tools, effective use of business systems, staff education, project administration and departmental procedures. This position is responsible for the delivery of business intelligence applications in support of business objectives.

Job Description

Responsibilities:

  • Accountable for the effective management and performance of the BI organization, including but not limited to recruitment, performance reviews, coaching, mentoring, development, and training the BI staff; as well as the assignment and tracking of workload.

  • Work closely with business departments to understand the business drivers and ensure that BI plans support company goals, both short and long term.

  • Collaborate with Technology regarding the use of new technology and major functional improvements of BI processes and systems.

  • Responsible for the development of departmental plans, budgeting, and for administration of project control and reporting activities, including the creation and utilization of metrics to identify ways to improve BI processes and productivity.

  • Lead the development of a reporting environment that leverages the same data sources to service executive level dashboard reporting and the self-services staff level performance reporting for all of Operations.

  • Work closely with the VMO to establish vendor reporting requirements and identifying processes to that will best support a best in class relationship with external vendors.

Qualifications:

  • Bachelor's degree in a business related field or equivalent experience.

  • Seven years of BI or data warehousing experience, with at least three years in a supervisory/management capacity.

  • Knowledge of multi-dimensional modeling concepts and principles

  • Extensive knowledge of online analytical processing (OLAP) data structures and tools including Tableau, MS SQL, SSRS, SSMS, and PowerPivot.

  • Extensive knowledge of relational database structures and data management tools

  • Understanding of the insurance industry'

  • Organizational and management skills of multiple teams and/or individuals

  • Able to communicate effectively with senior management

  • Practical knowledge of project management processes including scope definition, project and resource plan creation and utilization, budgets, and milestone identification and tracking.

  • Able to oversee multiple concurrent projects.

  • Leadership skills to work with all levels of the organization. 

  • Organizational and prioritization skills, effective judgment, and able to make timely decisions with appropriate information.

  • Relationship building and negotiation skills.

  • Able to anticipates future needs and challenges (visionary).

Preferred Qualifications:

  • Master’s degree plus 2 years equivalent experience in Business, Statistics, Data Science, Data Analytics or related field required.

  • Extensive knowledge of the software development lifecycle

  • Strong knowledge of IT organizations and insurance business practices

  • Knowledge of BI development frameworks and tools.

  • Experience with user interfaces and design concepts.

  • Experience with CRM (e.g., Salesforce)

  • Has organizational and prioritization skills, effective judgment, and can make timely decisions with appropriate information. Has a strong relationship building skill.

  • Experience managing and working within Enterprise Data Warehouse environments.

  • Extensive knowledge of relational database structures and data management tools.

  • 7 years  experience in sales reporting within the insurance or financial services industry, with demonstrated expertise in designing, developing, and managing reporting platforms and interactive dashboards, including proficiency in Power BI and Salesforce.

  • Proficient with SQL. 

  • Demonstrated ability to train and mentor staff in data, business intelligence, and reporting tools, while fostering effective collaboration across both technical and business teams.

  • Leadership skills to work with all levels of the organization.

  • Experience managing offshore staff.

  • Experience leading and delivering full-cycle implementation projects, some under tight timelines.

Working Conditions:

  • Hybrid - In Office Monday - Thursday

Locations:

  • Denver, CO

  • Cedar Rapids, IA

The Salary for this position generally ranges between $150,000 - $160,000 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.

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 in order 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

  • 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

 

Top Skills

Ms Sql
Powerpivot
Salesforce
SQL
Ssms
Ssrs
Tableau

Transamerica Denver, Colorado, USA Office

1801 California St, Denver, CO, United States, 80202

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