Lead Financial Analyst
Transamerica(26 days ago)
About this role
The Lead Financial Analyst is a senior finance role supporting Transamerica’s Distribution organization, including World Financial Group and Transamerica Financial Advisors. The position serves as a financial steward and business partner to sales leadership and cross-functional teams, focusing on financial governance, measurement of sales and marketing effectiveness, and initiatives that support growth and agent value. The role emphasizes quantitative analysis and collaboration across finance and distribution stakeholders.
Required Skills
- Financial Modeling
- Forecasting
- Excel
- Budgeting
- Root Cause
- Operating Expense
- Presentation
- Stakeholder Management
Qualifications
- Bachelor's Degree in Finance or Accounting
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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