Senior Financial Analyst - Individual Solutions Distribution Finance

Job Family

Finance - General

About Us 

 

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.  

 

Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. 

     

Who We Are 

  

We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.  

Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. 

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. 

What We Do 

 

Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. 

 

Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.  

Job Description Summary

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.

Job Description

Responsibilities:

• 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