Lead Financial Analyst
About The Position
The Lead Financial Analyst role serves as a key business partner and financial steward for the Distribution organization, which consists of World Financial Group and Transamerica Financial Advisors. The Lead Financial Analyst closely partners with sales leaders and other key stakeholders to deliver organic opportunities to grow sales/revenue, improve agent productivity & activation, enhance expense efficiency, and measure financial and operational effectiveness of sales and marketing initiatives. Promotes a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes. Leads select special projects around financial governance and key agent value offerings to drive immediate and meaningful impacts to the Distribution organization.
Requirements
- Bachelor’s degree in Finance or Accounting and/or equivalent work experience.
- Minimum of 8 years experience, with degree.
- Advanced Excel skills.
Nice To Haves
- Professional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer Finance.
- Solid 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
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
- Serve as Operating Expense subject matter expert, developing knowledge of functional area expense components & drivers to support sales leaders on budget management
- Partner with WFG & TFA sales leaders on development and execution of annual plan
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
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
