Lead Financial Analyst - Distribution

Overview

The Lead Financial Analyst role is a key business partner and financial steward for the Distribution organization, which includes World Financial Group and Transamerica Financial Advisors. This position involves partnering closely with sales leaders and other stakeholders to identify organic growth opportunities, improve agent productivity and activation, enhance expense efficiency, and measure the financial and operational effectiveness of sales and marketing initiatives. The role emphasizes a quantitative approach to provide proactive diagnostic financial analysis and decision support to drive sound financial outcomes. Additionally, the Lead Financial Analyst will lead select special projects related to financial governance and key agent value offerings to deliver immediate and meaningful impacts.

Responsibilities

• Serve as a business partner for World Financial Group (WFG) and Transamerica Financial Advisors (TFA).
• Develop and present weekly and monthly key metrics, financial results, and forecasts, focusing on detailed data views around agents, products, carriers, and geographic footprints.
• Provide weekly and monthly root cause analyses, messaging, and actionable insights related to sales results, industry market trends, competitive positioning, agent feedback, and sales and P&L forecasts.
• Lead financial analysis and modeling efforts to drive sales growth and improve agent productivity, collaborating 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 forecasts to industry opportunities, market share goals, and supporting key metrics.
• Serve as the Operating Expense subject matter expert by developing knowledge of functional area expense components and drivers to support sales leaders in budget management.
• Partner with WFG and TFA sales leaders on the development and execution of the annual plan.

Requirements

• Bachelor’s degree in Finance or Accounting, or equivalent work experience.
• Minimum of 8 years of relevant experience with a degree.
• Advanced Excel skills.

Preferred Qualifications

• Professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance.
• Solid knowledge of accounting and financial areas such as investments, insurance products, and premiums.
• Exceptional ability to communicate complex analysis concisely to management audiences.
• Ability to provide independent assessments of business performance.

Working Conditions

• Fast-paced and deadline-driven environment.
• Remote work arrangement with no assigned company office location; occasional travel to company offices may be required.

Compensation & Benefits

• Estimated salary range: $97,000 - $125,000 annually, based on qualifications and operational needs. Salary may vary above or below this range as permitted by law.
• Eligibility for an annual bonus based on the company bonus plan and individual performance, at the organization's discretion.

Location

• Remote (non-commuting) with potential travel to company offices as needed.

Additional Information

• Beware of fraudulent job offers impersonating recruiters. Official offers are sent via DocuSign following a verbal offer and will never request personal information or payment upfront.
• This job description is not a contract and may be modified at the organization's discretion. Additional duties may be assigned as needed.
• Accommodation requests should be directed to the applicable HR Business Partner for evaluation.