Senior Financial Analyst - Individual Solutions Distribution Finance

December 10

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000 employees

Founded 1904

💸 Finance

Description

• Performs data aggregation, analysis, and management reporting on sales results and trends. • Supports the needs of the business by providing financial and sales insights to the leaders of Individual Life, Variable Annuity, and Mutual Funds distribution. • Extracts and aggregates sales related data from various information systems to support periodic reporting and ad-hoc requests; determines appropriate methodology to prepare information for use by others. • Analyzes sales related data and identifies trends and drivers of results; interprets findings for the purpose of determining past performance and/or to project future results. • Clearly communicates findings/takeaways to leadership and may offer recommendations to those making economic or business decisions. • Supports the business’ insight needs by utilizing understanding of the business to proactively develop reports and models for forecasting, trending and results analysis. • Self-motivated individual who works with minimal instruction or guidance to perform moderately difficult assignments with diverse scope and complexity; requires originality, creativity, and problem solving with initiative and independent judgment required. • Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. • Responsible for adherence to the company's framework of internal controls.

Requirements

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience. • Minimum of 5 years experience, with degree. • Advanced computer skills. • Familiar with industry (financial services, insurance, and/or investments) • Exposure to data aggregation methods and tools, and experience segmenting and analyzing data and trends. • Ability to effectively and concisely communicate to colleagues and management, both orally and in writing. • Self-directed individual with ability to execute on tasks with minimal supervision and an eye for continuous improvement. • Strong organizational, relational, and prioritization skills.

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs