Lead Financial Analyst - Distribution

Job Family

Finance - General

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment—one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good—for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses:

• World Financial Group, including Transamerica Financial Advisors
• Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions
• Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities

These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. For more information, visit

The Lead Financial Analyst role serves as a key business partner and financial steward for the Distribution organization, which consists of World Financial Group and Transamerica Financial Advisors. The Lead Financial Analyst closely partners with sales leaders and other key stakeholders to deliver organic opportunities to grow sales/revenue, improve agent productivity & activation, enhance expense efficiency, and measure financial and operational effectiveness of sales and marketing initiatives.

Promotes a quantitative approach to deliver proactive diagnostic financial analysis and decision support analysis to drive sound financial outcomes. Leads select special projects around financial governance and key agent value offerings to drive immediate and meaningful impacts to the Distribution organization.

• 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…