Lead Financial Analyst - Distribution

Transamerica Corporation

Multiple Locations
Base: $97,000 - $125,000 annually; bonus/equity: a...
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Financial analysis and decision support
Sales and p&l forecasts
Agent productivity and expense efficiency
** Transamerica Corporation is seeking a Lead Financial Analyst for their Distribution organization, focusing on financial analysis and partnership with sales leaders to enhance revenue and agent productivity. The ideal candidate should possess significant experience in finance, particularly in distribution or insurance, and have advanced analytical skills. **

Job Summary

  • The Lead Financial Analyst will serve as a key business partner and financial steward for the Distribution organization, focusing on driving organic growth opportunities and improving operational effectiveness.
  • Responsibilities include developing and presenting key metrics, financial results, and forecasts, along with providing root cause explanations and actionable insights.
  • The role requires partnering closely with sales leaders to drive sales growth, improve agent productivity, and manage operating expenses.

Matching Summary

Match Score: 75

** Transamerica Corporation is seeking a Lead Financial Analyst for their Distribution organization, focusing on financial analysis and partnership with sales leaders to enhance revenue and agent productivity. The ideal candidate should possess significant experience in finance, particularly in distribution or insurance, and have advanced analytical skills. **

Salary

Base: $97,000 - $125,000 annually; Bonus/Equity: Annual Bonus based on Company Bonus Plan/Individual Performance; Benefits: Comprehensive benefits package including Pension Plan, 401k Match, Medical, Dental, Vision, PTO, etc.

Skills & Requirements

Must-have

  • Financial analysis and decision support
  • Sales and P&L forecasts
  • Agent productivity and expense efficiency
  • Business partner for sales leaders

Nice-to-have

  • Quantitative approach to financial outcomes
  • Collaborative work environment
  • Innovative thinking and accountability

Key Requirements

  • Minimum of 8 years experience
  • Bachelor's degree in Finance or Accounting
  • Advanced Excel skills

Work Rights

Not specified

Tailored Resume

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