Senior Financial Analyst - Distribution

Aegon • Cedar Rapids, IA

77d • $78,000 - $93,000

About The Position

The Senior Financial Analyst role serves as a business partner and financial steward for Transamerica's Distribution business, which consists of World Financial Group (WFG) and Transamerica Financial Advisors (TFA). The Sr Financial Analyst 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. Participates in 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 Accounting or Finance and/or equivalent work experience
• Minimum of 5 years experience, with degree
• Advanced MS Excel/PowerPoint skills

Nice To Haves

• Professional experience with a retail Broker-Dealer and/or Insurance/Annuity distribution organization
• Product knowledge for retail individual investors in mutual funds, life insurance, variable annuities, separately managed accounts and familiar with client suitability
• Knowledgeable in GAAP / IFRS Accounting treatment
• Direct experience in driver based financial modeling of multi-year operating results
• Exceptional ability to concisely communicate complex analysis to a management audience
• Assess and maintain prioritization of deliverables
• Provide independent assessment of business performance
• Proven ability to establish routines with business partners for efficient and effective decision making
• Effectively operate in a matrix operating structure

Responsibilities

• Serve as a business partner for WFG and TFA
• Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
• Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends
• Conduct financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
• Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments
• Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components
• Partner with WFG & TFA sales leaders on development and execution of annual plan
• Analyze financial data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial result
• Determine appropriate methodology to prepare information for use by others
• Interpret financial transactions and events for users and may offer recommendations to those making economic or business decisions
• Utilize a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis
• Possess and apply broad knowledge of concepts and principles or exhibit technical expertise in a specific area; work with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; perform moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

Benefits

• Competitive Pay
• Bonus for Eligible Employees
• 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
• Be Well Company holistic wellness program
• Parental Leave - fifteen (15) days of paid parental leave per calendar year
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Performing Arts, Spectator Sports, and Related Industries
• Education Level: Bachelor's degree