Lead Financial Analyst - Distribution

Responsibilities

• Serve as a business partner for World Financial Group (WFG) and Transamerica Financial Advisors (TFA)
• Develop and present weekly & monthly key metrics, financial results, and forecasts, with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
• Develop weekly & monthly root cause explanations, messages, and actionable insights around sales results, industry market trends, competitive positioning, agent feedback, and sales & P&L forecasts
• Lead financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
• Forecast US and Non-US sales and revenue by product for WFG and TFA, anchoring to industry opportunities, market share aspirations, and supporting key metrics
• Partner with WFG & TFA sales leaders on development and execution of annual plan

Qualifications

• Bachelor’s degree in Finance or Accounting and/or equivalent work experience. Minimum of 8 years experience, with degree.
• Advanced Excel skills.
• Prior professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance.
• Strong knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Exceptional ability to concisely communicate complex analysis to a management audience.
• Provide an independent assessment of business performance.

Working Conditions

• Fast-paced and 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)

Compensation

• The Salary for this position generally ranges between $97,000 - $125,000 annually.
• This range is an estimate, based on potential qualifications and operational needs.
• Salary may vary above and below the stated amounts, as permitted by applicable law.
• This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.