National Accounts Intelligence Support Analyst (Denver)

Transamerica•Denver, CO

4d•$86,000 - $95,000•Hybrid

About The Position

Compile annuity and mutual fund sales data and insight reports for National Accounts distribution partners, internal teams, and leadership to identify areas of opportunity and improvement. Support resource deployment including collaboration with Marketing and distribution partners on the development and use of custom marketing collateral.

Requirements

Five years of sales and/or data reporting experience, preferably in the financial services industry
Proficiency using tools for data visualization, business intelligence, storytelling, relational databases, and customer relationship management
Self-starter with strong analytical skills and attention to detail to anticipate/identify gaps to create solutions and rectify reporting discrepancies
Excellent communication skills to collaborate with Marketing, distribution partners, reporting team, and leadership
Organizational and time management skills to meet mandatory reporting deadlines
Advanced skills using MS Excel and PowerPoint

Nice To Haves

Formal training/coursework in data analytics, computer science, statistics, or other quantitative field
Advanced skills using Power BI, Tableau, SQL Server, Salesforce
Knowledge of annuity and mutual fund products

Responsibilities

Prepare timely and accurate reporting for distribution partners specific to their requirements.
Work with the National Accounts team to analyze data received from each partner to help them develop strategies on sales approach and resource deployment.
Design, build, monitor, and audit Power BI solutions, Salesforce (reports, dashboards, visualizations) that provide accurate information to enable data driven decision making.
Create and customize metrics, trends, statistical data, analytics, summaries, graphical representations, and special reports utilizing SQL systems, MS Excel, and other applications to manipulate, analyze, and logically present data.
Create PowerPoint presentations for client meetings to share data insights.
Partner with Marketing and account managers on approvals and production of new and updated online and print material.
Handle ad hoc requests from partners, team members, and leadership for data and resource support.
Assist Annuity team with annual due diligence questionnaires and database of responses.

Benefits

Competitive Pay
Bonus for Eligible Em ployees
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
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 s ervice 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