Join Transamerica as a Senior Financial Analyst and Empower Business Growth
If you’re a results-driven finance professional with a passion for data-driven decision-making, this Senior Financial Analyst position at Transamerica offers an exciting opportunity to make a real impact. As a key business partner for the Distribution division—encompassing World Financial Group (WFG) and Transamerica Financial Advisors (TFA)—the Senior Financial Analyst will support strategic initiatives that enhance sales performance, agent productivity, and operational efficiency. You’ll collaborate with sales leaders and finance experts to deliver actionable insights that drive revenue growth and strengthen financial governance within a fast-paced, innovative organization.
Senior Financial Analyst – Key Responsibilities
As a Senior Financial Analyst, you’ll play a vital role in guiding strategic financial decisions and optimizing Transamerica’s sales and distribution operations.
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Partner with WFG and TFA sales leaders to support revenue growth, productivity, and efficiency goals.
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Prepare and present financial results, key metrics, and analytical insights on sales performance, agent productivity, and regional trends.
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Conduct advanced financial modeling to forecast outcomes, identify opportunities, and support data-driven decision-making.
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Develop actionable insights and executive-level reporting that highlight trends, risks, and business opportunities.
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Support the creation of annual business plans and ROI-driven initiatives to ensure alignment with strategic goals.
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Drive financial governance by improving transparency and enhancing operating expense processes.
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Collaborate with cross-functional teams to refine forecasting models and improve financial visibility across departments.
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Maintain an analytical approach to business challenges, ensuring sound recommendations for senior management.
Senior Financial Analyst – Qualifications and Skills
To succeed as a Senior Financial Analyst, you’ll bring strong technical, analytical, and communication skills to a collaborative environment.
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Bachelor’s degree in Accounting or Finance (or equivalent experience).
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Minimum 5 years of financial analysis or business finance experience.
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Advanced Excel and PowerPoint proficiency.
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Strong understanding of GAAP/IFRS accounting standards.
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Experience with driver-based financial modeling and multi-year forecasting.
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Ability to interpret and communicate complex data to executive stakeholders.
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Proven record of improving operational transparency and expense efficiency.
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Excellent problem-solving and prioritization skills with minimal supervision.
Preferred Qualifications:
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Experience in Broker-Dealer or Insurance/Annuity distribution organizations.
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Product knowledge in mutual funds, variable annuities, life insurance, or managed accounts.
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Strong background in sales performance and agent productivity analysis.
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Experience operating in a matrix-style organization.
Why Join Transamerica as a Senior Financial Analyst?
Becoming a Senior Financial Analyst at Transamerica means joining a company that values innovation, collaboration, and professional excellence.
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Competitive salary: $78,000 – $93,000 annually, based on experience and location.
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Annual bonus eligibility tied to company and individual performance.
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Hybrid work model (Tuesday–Thursday onsite).
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Opportunities for professional growth within a leading financial organization.
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Collaborative, fast-paced environment with meaningful projects that drive real business impact.
Work Environment and Inclusion
The Senior Financial Analyst will thrive in a hybrid, dynamic setting where analytical expertise meets strategic execution. Transamerica is committed to diversity, inclusion, and providing equal employment opportunities to all qualified applicants. Accommodations are available for applicants or employees with disabilities.