Strategic Decision Support Analyst

Transamerica•Cedar Rapids, IA

About The Position

Provide key data analytics support to Transamerica Advice Center (TAC) sales managers, business leaders, and other stakeholders within asset retention, asset consolidation, life insurance sales, sales support, relationship management, business development, and process design.

Requirements

Bachelor’s degree in finance, accounting, data science or other quantitative field, or equivalent experience
Knowledge of Salesforce (primary CRM system & database environment (SOQL))
Knowledge of databases, data mining, and workflow systems (SQL, SOQL, Alteryx, Python, Java, HTML) and Excel
Knowledge of systems and coding
Knowledge of visualization systems (SSRS, Tableau) and visualization expression and socialization
Analytical and critical thinking skills to make connections on data points
Problem-solving and decision-making skills
Organizational skills to meet deadlines
Proficiency using MS Office tools

Nice To Haves

Financial services industry or related experience

Responsibilities

Research and report on routine business questions (managed from stakeholder-aligned prioritization) including analysis of business workflows, products, and channels; make recommendations based on outcome of analysis to align with TAC strategy.
Support directional decision making for the business with insights and analysis gained from utilization of tools, familiarity and navigability of data environments and relational properties, and business knowledge.
Optimize existing tools processes, and opportunities within business initiatives.
Share ad hoc research of business and data demands (managed from internal prioritization).
Support lead distribution systems.
Support internal partners, processes, and ad hoc requests from leadership as requested.

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