Aegon · 5 hours ago
Lead Financial Analyst
United States
Full-time
Remote
Lead/Staff
$97K/yr - $120K/yr
8+ years expAegon is seeking a Lead Financial Analyst to serve as a key business partner and financial steward for their Distribution organization, which includes World Financial Group and Transamerica Financial Advisors. The role involves delivering financial analysis and decision support to drive sales growth, enhance agent productivity, and improve operational effectiveness.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
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
Qualification
Required
Bachelor's degree in Finance or Accounting and/or equivalent work experience
Minimum of 8 years experience, with degree
Advanced Excel skills
Preferred
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
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
2026-01-22
GlobeNewswire
2026-01-12
Alternative Credit Investor
2026-01-03
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