The Intermediate Financial Analyst role serves as a business partner and financial steward for Transamerica’s Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). The Intermediate Financial Analyst will closely partner with the Director of Finance/Strategy & Analytics on the WFG BU CFO team to advance the strategic framework of the business, including launching a periodic strategic review process and a new Competitive Intelligence function. In addition to developing a detailed Forecast/Plan model, this role will also serve as point for assembling in-depth financial analyses on business opportunities.

Responsibilities:

  • Help develop strategic review process for the Distribution business to track progress on current objectives and present new business opportunities

  • Develop a bottom-up yet dynamic Forecast/Plan model driven by agent force growth and productivity segments (by product/country/team)

  • Assemble compelling and clear financial analyses supported by deep data views on opportunities and risks of the business, notably around sales expansion

  • Help develop and launch a new Distribution Competitive Intelligence function covering financial and non-financial facets of the business

  • Develop a strong working knowledge of the Distribution business to expand Business Partnership value-add over time

  • Partner with other BU CFO members on Results Governance, specifically around development of executive messaging, insights, and compelling management actions

Qualifications:

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

  • Minimum 3 years of experience, with degree. 

  • Advanced computer skills.

Preferred Qualifications:

  • Working knowledge of financial area preferred (for example, investments, insurance products, premium).

  • Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical. 

  • Work effectively individually and within a team; organizational and prioritization skills.

Working Conditions:

  • Fast paced 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 $65,000 - $85,000 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.