The Senior Financial Analyst role serves as a business partner and financial steward for the Transamerica’s Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). The Sr Financial Analyst 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. Participates in 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 WFG and TFA

  • Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints

  • Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends

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

  • Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments

  • Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components

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

  • Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result

  • Determines appropriate methodology to prepare information for use by others

  • Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.

  • Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.

  • Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

Qualifications:

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

  • Minimum of 5 years experience, with degree. 

  • Advanced MS Excel/PowerPoint Power.

Preferred Qualifications:

  • Professional experience with a retail Broker-Dealer and/or Insurance/Annuity distribution organization

  • Product knowledge for retail individual investors in mutual funds, life insurance, variable annuities, separately managed accounts and familiar with client suitability

  • Knowledgeable in GAAP / IFRS Accounting treatment

  • Direct experience in driver based financial modeling of multi-year operating results

  • Exceptional ability to concisely communicate complex analysis to a management audience

  • Assess and maintain prioritization of deliverables

  • Provide independent assessment of business performance 

  • Proven ability to establish routines with business partners for efficient and effective decision making

  • Effectively operate in a matrix operating structure

Working Conditions:

  • Hybrid (Tuesday - Thursday)

  • Fast paced deadline-driven office environment, occasional travel.

The Salary for this position generally ranges between $78,000 - $93,000 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.