Lead Financial Analyst - Distribution

The Lead Financial Analyst role serves as a key business partner and financial steward for the Distribution organization, promoting a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes.

Requirements

• Serve as a business partner for World Financial Group and Transamerica Financial Advisors
• Develop and present weekly & monthly key metrics, financial results, and forecasts
• Lead financial analysis/modeling efforts to drive sales growth and improve agent productivity
• Forecast US and Non-US sales and revenue by product for WFG and TFA
• Serve as Operating Expense subject matter expert

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
• Ten paid holidays per year
• Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year
• 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