Overview
This role serves as a Lead Financial Analyst supporting the Distribution organization, which includes World Financial Group and Transamerica Financial Advisors. The position involves partnering closely with sales leaders and other stakeholders to identify opportunities for sales growth, improve agent productivity and activation, enhance expense efficiency, and evaluate the financial and operational effectiveness of sales and marketing initiatives. The role emphasizes quantitative financial analysis and decision support to drive sound financial outcomes and leads special projects related to financial governance and key agent value offerings.
Responsibilities
- Act 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 by agents, products, carriers, and geographic areas.
- Provide root cause analysis, messaging, and actionable insights related to sales results, industry 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 with sales leaders, finance experts, and other stakeholders.
- Forecast US and international sales and revenue by product for WFG and TFA, aligning with industry opportunities and market share goals.
- Serve as the subject matter expert on Operating Expenses, understanding expense components and drivers to support sales leaders in budget management.
- Partner with sales leaders on the development and execution of the annual plan.
Requirements
- Bachelor’s degree in Finance, Accounting, or equivalent work experience.
- Minimum of 8 years of relevant experience.
- Advanced proficiency in Microsoft Excel.
Preferred Qualifications
- Experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance.
- Strong knowledge of accounting and financial areas such as investments, insurance products, and premiums.
- Ability to communicate complex analyses clearly and concisely to management.
- Capability to provide independent assessments of business performance.
Working Conditions
- Fast-paced, deadline-driven environment.
- Remote work arrangement with no assigned company office location; occasional travel to company offices may be required.
Compensation & Benefits
- Salary range: $97,000 - $125,000 annually, depending on qualifications and operational needs.
- Eligibility for an annual bonus based on company and individual performance.
Benefits Package
- Pension Plan
- 401(k) Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical, Dental, and Vision Insurance
- Employee Discounts
- Career Training and Development Opportunities
Health and Work/Life Balance
- Paid Time Off starting at 160 hours annually for first-year employees.
- Ten paid holidays per year, typically aligned with New York Stock Exchange holidays.
- Holistic wellness program including wellness coaching and reward incentives.
- Fifteen days of paid parental leave per calendar year for eligible employees with at least one year of service.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- Paid Time Off for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition and Referral Bonus Programs
Location
Remote work with potential travel to company offices as needed.
Additional Information
- Candidates should be aware of potential job offer scams. Official offers are made via DocuSign following verbal offers and do not require upfront payment or personal information such as ID.
- This job description is not a contract and may be modified at the employer's discretion. Reasonable accommodations can be requested through Human Resources.
Equal Opportunity
The organization is committed to diversity and inclusion and offers various programs and employee resource groups to foster an inclusive work environment.