Lead Financial Analyst - Distribution

Overview

This role serves as a Lead Financial Analyst within the Distribution organization, which includes World Financial Group and Transamerica Financial Advisors. The position acts as a key business partner and financial steward, collaborating closely with sales leaders and other stakeholders to identify organic growth opportunities, improve agent productivity and activation, enhance expense efficiency, and evaluate the financial and operational effectiveness of sales and marketing initiatives.

Responsibilities

• Partner with World Financial Group (WFG) and Transamerica Financial Advisors (TFA) as a business partner
• 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 analyses, 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, working closely with sales leaders, finance experts, and other stakeholders
• Forecast U.S. and non-U.S. 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
• Collaborate 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
• Advanced proficiency in 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
• Exceptional ability to communicate complex analyses clearly and concisely to management
• Ability 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

• Estimated salary range: $97,000 - $125,000 annually, varying based on qualifications and operational needs
• Eligibility for an annual bonus based on company bonus plan 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 (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 and Inclusion and Diversity Programs
• Employee Recognition and Referral Bonus Programs

Location

Remote work with potential travel to company offices as needed

Additional Information

• Beware of fraudulent job offers; official offers are sent via secure electronic signature platforms following verbal offers
• This job description is not a contract and may be modified at the employer's discretion
• Accommodation requests should be directed to the appropriate HR representative