Lead Financial Analyst - World Financial Group Finance

Job Family

Finance - General

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

The Lead Financial Analyst role serves as a key business partner and financial steward for the Distribution organization, which consists of World Financial Group and Transamerica Financial Advisors. The Lead Financial Analyst closely partners with sales leaders and other key stakeholders to deliver organic opportunities to grow sales / revenue, improve agent productivity & activation, enhance expense efficiency, and measure financial and operational effectiveness of sales and marketing initiatives. Promotes a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes. Leads select special projects around financial governance and key agent value offerings to drive immediate and meaningful impacts to the Distribution organization.

Job Description

Responsibilities :

Serve as a business partner for World Financial Group (WFG) and Transamerica Financial Advisors (TFA)

Develop and present weekly & monthly key metrics, financial results, and forecasts, with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints

Develop weekly & monthly root cause explanations, messages, and actionable insights around sales results, industry market trends, competitive positioning, agent feedback, and sales & P&L forecasts

Lead financial analysis / modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders

Forecast US and Non-US sales and revenue by product for WFG and TFA, anchoring to industry opportunities, market share aspirations, and supporting key metrics

Serve as Operating Expense subject matter expert, developing knowledge of functional area expense components & drivers to support sales leaders on budget management

Partner with WFG & TFA sales leaders on development and execution of annual plan

Qualifications :

Bachelor's degree in Finance or Accounting and / or equivalent work experience.

Minimum of 8 years experience, with degree.

Advanced Excel skills.

Preferred Qualifications :

Professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance.

Solid knowledge of accounting / financial area preferred (for example, investments, insurance products, premium).

Exceptional ability to concisely communicate complex analysis to a management audience

Provide an independent assessment of business performance

Working Conditions :

Fast-paced and deadline-driven environment

Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.

The Salary for this position generally ranges between $95,000 - $120,000 annually. This range is an estimate, based on potential qualifications 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 Company 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.

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Salary : $95,000 - $120,000