Lead Financial Analyst - Distribution

Transamerica Corporation

Base: $97,000 - $125,000 annually; bonus: eligible...
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Bachelor's degree in finance or accounting
Minimum 8 years of experience
Advanced excel skills
** Transamerica Corporation is seeking a Lead Financial Analyst for its Distribution organization, focusing on growth opportunities and financial analysis to enhance sales and agent productivity. The role is fully remote and requires a strong background in finance, ideally with experience in distribution finance or life insurance. **

Job Summary

  • The Lead Financial Analyst serves as a key business partner for World Financial Group and Transamerica Financial Advisors to drive sales growth and agent productivity.
  • Responsibilities include developing weekly and monthly forecasts, analyzing root causes of sales results, and managing operating expenses alongside sales leaders.
  • The company offers a comprehensive benefits package including a pension plan, 401k match, and 160 hours of paid time off annually.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking a Lead Financial Analyst for its Distribution organization, focusing on growth opportunities and financial analysis to enhance sales and agent productivity. The role is fully remote and requires a strong background in finance, ideally with experience in distribution finance or life insurance. **

Salary

Base: $97,000 - $125,000 annually; Bonus: Eligible for Annual Bonus based on Company Plan; Benefits: Pension, 401k Match, Medical, Dental, Vision

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Accounting
  • Minimum 8 years of experience
  • Advanced Excel skills
  • Sales and P&L forecasting
  • Root cause analysis of financial results

Nice-to-have

  • Experience in Life Insurance or Annuity Finance
  • Knowledge of Broker Dealer Finance
  • Ability to communicate complex analysis concisely
  • Independent assessment of business performance
  • Collaborative work environment

Key Requirements

  • Bachelor's degree in Finance or Accounting
  • 8+ years of relevant work experience
  • Advanced proficiency in Microsoft Excel

Work Rights

Not specified

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