[Remote] Lead Financial Analyst - Distribution
Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Lead Financial Analyst to serve as a key business partner and financial steward for the Distribution organization. The role involves partnering with sales leaders to drive sales growth, improve agent productivity, and enhance financial effectiveness through quantitative analysis and decision support.
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
Skills
- Bachelor's degree in Finance or Accounting and/or equivalent work experience
- Minimum of 8 years experience, with degree
- Advanced Excel skills
- 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
- This position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion
- Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely
Company Overview