Senior Financial Analyst - Distribution

Job Summary

Senior Financial Analyst – Distribution  role partners with sales leaders to grow revenue, improve agent productivity, and enhance expense efficiency across the Distribution business, which includes World Financial Group (WFG) and Transamerica Financial Advisors (TFA).

• Serve as a business partner for WFG and TFA.
• Develop and present results on key metrics, sales, agent productivity, and financial statements, delivering deeper data views around agents, products, carriers, and geographic footprints.
• Create executive‑level messaging, root‑cause explanations, and actionable insights for key metrics, sales, agent productivity, financial results, and industry market trends.
• Conduct financial analysis/modeling to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders.
• Support management actions and Return‑On‑Investment tracking to achieve plan commitments.
• Lead a new Operating Expense process, improving transparency and insights on functional area expense components.
• Partner with sales leaders on the development and execution of the annual plan.
• Analyze financial data, interpret data for past performance and future projections, and offer recommendations for economic or business decisions.
• Proactively develop financial reports and complex models for forecasting, trending, and results analysis.

• Bachelor’s degree in Accounting, Finance, or equivalent work experience.
• Minimum of 5 years of experience.
• Advanced proficiency in MS Excel and PowerPoint.

• 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, and separately managed accounts, with client suitability expertise.
• Knowledge of GAAP/IFRS accounting treatment.
• Direct experience in driver‑based financial modeling of multi‑year operating results.
• Exceptional ability to concisely communicate complex analysis to management.
• Strong prioritization and independent assessment of business performance.
• Proven ability to establish routines with business partners for efficient decision making.
• Effective operation within a matrix operating structure.

• Hybrid schedule (Tuesday – Thursday).
• Fast‑paced, deadline‑driven office environment with occasional travel.

Salary range: $78,000 – $93,000 annually. The role is typically eligible for an annual bonus based on the Company Bonus Plan/Individual Performance and at the Company’s discretion.

• Competitive pay.
• Bonus for eligible employees.
• 401(k) match.
• Employee Stock Purchase Plan.
• Pension plan.
• Tuition reimbursement.
• Disability insurance.
• Medical, dental, vision insurance.
• Employee discounts.
• Career training and development opportunities.
• Paid time off starting at 160 hours annually for first‑year employees.
• Ten paid holidays per year.
• Wellness coaching and reward dollars.
• Parental leave – 15 days paid.
• Employee Assistance Program.
• Employee Matching Gifts Program.
• Employee Resource Groups and inclusion programs.
• Employee Recognition Program.
• Referral bonus programs.

Transamerica is an Equal Opportunity Employer. All qualified applicants receive consideration without regard to race, color, religion, sex, national origin, or any other status protected by law.