The Director of Finance for Distribution is a Key Business Partner and financial steward for Transamerica’s Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). As part of WFG’s BU CFO team, the Director is responsible for leading the Distribution Financial Planning & Analysis (FP&A) function, concentrated around results governance, while also identifying sales growth & P&L improvement opportunities. Supported by a Lead Financial Analyst, this role will fully leverage & harness data capabilities to uncover business “reveals” and identify targeted sales/agent segmentation opportunities.

Responsibilities:

  • Serve as a Key Business Partner to help run and grow the WFG & TFA Distribution businesses with strong financial stewardship as a key value proposition

  • Lead Monthly & Quarterly Results Governance, highlighting Earnings & Key Metrics along with executive messaging, insights, risks & opportunities, and compelling management actions

  • Evolve Key Metrics framework to ensure a relevant, consistent, and comprehensive set of KPIs with depth & frequency, fully in line with business demand, strategy, and growth objectives

  • Provide Distribution thought leadership and direction around deeper data views to uncover business findings and sales/business growth opportunities

  • Develop optimal management reporting structures for WFG & TFA Distribution based on current economics, along with specific financial targets for managing the business

  • Stand up a new Operating Expense cadence and governance that delivers monthly transparency and detail around Direct and Allocated expenses and related drivers to WFG/TFA Leaders

  • Serve as a key contributor to development of P&L and Key Metrics projections, including Forecasts and Annual Plans

  • Develop and actively coach staff setting clear and high standards of performance balanced with individual goals and continual professional improvement

Qualifications:

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • 12 years of accounting/finance experience including 8 years in a senior finance leadership role supporting distribution and /or product management function

  • Extensive knowledge of assigned business area (e.g. investments, premiums, corporate finance)

  • Direct management of finance professionals, including remote management of team

  • Ability to effectively communicate, orally and in writing, to diverse audiences

  • Organizational and prioritization skills

  • Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

  • Preferably MBA 

  • CPA/advanced degree

  • Knowledgeable in GAAP / IFRS Accounting treatment

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

  • Highly proficient in authoring concise presentations to management on operating results and business cases which effectively "tells the story based on quantitative analysis"

  • Assess and maintain prioritization of deliverables and resources

  • Provide independent assessment of business performance 

  • Establish governance and management routines with business partners for efficient and effective decision making

Working Conditions:

  • Commuting Remote employees will need to report to a Company office location at times, but will perform their work primarily remotely.

The Salary for this position generally ranges between $175,000 - $200,000 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.