Financial Planning and Analysis

• Serve as a business partner for WFG and TFA
• Develop and present actual results on key metrics, sales, agent productivity, & financial statements with a focus on delivering deeper data views around agents, products, carriers, and geographic footprints
• Develop executive-level messaging, root cause explanations, and actionable insights around key metrics, sales, agent productivity, financial results, and industry market trends
• Conduct financial analysis/modeling efforts to drive sales growth and improve agent productivity, partnering closely with sales leaders, finance subject matter experts, and other stakeholders
• Serve as a contributor in developing management actions along with Return-On-Investment tracking capabilities to support achievement of Plan commitments
• Provide thought leadership around a new Operating Expense process and partner with subject matter experts on improving transparency and insights on functional area expense components
• Partner with WFG & TFA sales leaders on development and execution of annual plan
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
• Determines appropriate methodology to prepare information for use by others
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.

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