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.

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.

Compensation:

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

The Salary for this position generally ranges between $97,000 - $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. 

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.

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.