Senior Financial Analyst - Distribution
Transamerica(4 months ago)
About this role
The Senior Financial Analyst acts as a business partner and financial steward for Transamerica’s Distribution business (World Financial Group and Transamerica Financial Advisors). The role focuses on delivering quantitative financial analysis, forecasting, and decision support to drive sales growth, agent productivity, and expense efficiency. The position supports annual planning and participates in special projects to improve financial governance and agent value offerings.
Required Skills
- Financial Analysis
- Financial Modeling
- Excel
- PowerPoint
- Forecasting
- Reporting
- Communication
- Stakeholder Management
- Expense Analysis
- ROI Tracking
Qualifications
- Bachelor's Degree in Accounting or Finance
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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