Transamerica · 2 hours ago
Lead Financial Analyst
United States
Full-time
Remote
Lead/Staff
$97K/yr - $120K/yr
8+ years expTransamerica is a financial services company dedicated to helping individuals achieve financial freedom. The Lead Financial Analyst serves as a key business partner for the Distribution organization, focusing on driving sales growth, improving agent productivity, and providing financial analysis to support operational effectiveness.
Financial ServicesImpact InvestingInsurance
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
Qualification
Required
Bachelor's degree in Finance or Accounting and/or equivalent work experience
Minimum of 8 years experience, with degree
Advanced Excel skills
Preferred
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
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
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 (39)
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
Andrew Yorks
Chief Investment Officer
Recent News
2025-12-21
Company data provided by crunchbase