Hybrid Senior Financial Analyst – Distribution

at Transamerica

• Job title: Senior Financial Analyst – Distribution
• Job type: Full Time
• Experience level: Senior
• Salary: $78,000 - $93,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Cedar Rapids, United States

About the role

• Senior Financial Analyst serving as a business partner for Transamerica’s Distribution business. Responsible for financial analysis, agent productivity, and driving sales growth.

Responsibilities

• Serve as a business partner for WFG and TFA
• Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
• Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends
• Conduct financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
• Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments
• Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components
• Partner with WFG & TFA sales leaders on development and execution of annual plan
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
• Determines appropriate methodology to prepare information for use by others
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

Requirements

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 5 years experience, with degree.
• Advanced MS Excel/PowerPoint Power.
• Professional experience with a retail Broker-Dealer and/or Insurance/Annuity distribution organization.
• Product knowledge for retail individual investors in mutual funds, life insurance, variable annuities, separately managed accounts and familiar with client suitability.
• Knowledgeable in GAAP / IFRS Accounting treatment.
• Direct experience in driver based financial modeling of multi-year operating results.
• Exceptional ability to concisely communicate complex analysis to a management audience.
• Assess and maintain prioritization of deliverables.
• Provide independent assessment of business performance.
• Proven ability to establish routines with business partners for efficient and effective decision making.
• Effectively operate in a matrix operating structure.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• Benefits Package
• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Health and Work/Life Balance Benefits
• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs