Transamerica · 5 hours ago
Senior Financial Analyst - Distribution
Cedar Rapids, IA
Full-time
Hybrid
Senior Level
$78K/yr - $93K/yr
5+ years expTransamerica is a financial services company dedicated to helping people live their best lives. The Senior Financial Analyst role serves as a business partner and financial steward for Transamerica’s Distribution business, focusing on driving sales growth, improving agent productivity, and enhancing financial efficiency through quantitative analysis and decision support.
Financial ServicesImpact InvestingInsurance
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
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
Determines appropriate methodology to prepare information for use by others
Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required
Qualification
Required
Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 5 years experience, with degree
Advanced MS Excel/PowerPoint Power
Preferred
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
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 (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
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
Company
Transamerica
Transamerica is a private holding company that provides services for various life insurance companies and investment firms. It is a sub-organization of Aegon.
5001-10000 employees
H1B Sponsorship
Transamerica has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (33)
2024 (33)
2023 (25)
2022 (52)
2021 (42)
2020 (46)
Funding
Current Stage
Late StageTotal Funding
unknown1999-02-19Acquired
Leadership Team
Will Fuller
Chief Executive Officer
Jason Frain
Head of Retirement Solutions
Recent News
2025-12-21
Company data provided by crunchbase