[Remote] Lead Financial Analyst - Distribution

Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Lead Financial Analyst to serve as a key business partner and financial steward for the Distribution organization. The role involves partnering with sales leaders to drive sales growth, improve agent productivity, and enhance financial effectiveness through quantitative analysis and decision support.ResponsibilitiesServe 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 footprintsDevelop weekly & monthly root cause explanations, messages, and actionable insights around sales results, industry market trends, competitive positioning, agent feedback, and sales & P&L forecastsLead financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholdersForecast US and Non-US sales and revenue by product for WFG and TFA, anchoring to industry opportunities, market share aspirations, and supporting key metricsServe as Operating Expense subject matter expert, developing knowledge of functional area expense components & drivers to support sales leaders on budget managementPartner with WFG & TFA sales leaders on development and execution of annual planSkillsBachelor's degree in Finance or Accounting and/or equivalent work experienceMinimum of 8 years experience, with degreeAdvanced Excel skillsProfessional experience in Distribution Finance, Life Insurance & Annuity Finance, or Broker Dealer FinanceSolid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium)Exceptional ability to concisely communicate complex analysis to a management audienceProvide an independent assessment of business performanceBenefitsThis position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretionNon-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotelyCompany OverviewAegon offers products and services in the life insurance, pension, retirement, and asset management fields. It was founded in 1983, and is headquartered in Den Haag, Zuid-Holland, NLD, with a workforce of 10001+ employees. Its website is https://www.aegon.com/.