Director, Investment Reporting & Analytics (Hybrid)

Transamerica; Pennsylvania; Híbrido; USD 159 000 - 210 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Medical Insurance

Dental Insurance

Resumo da oferta

Transamerica is seeking a Director of Investment Reporting & Analysis to lead the reporting of investment results, align with stakeholders, and own the control environment. The role combines GAAP and statutory accounting with investment strategy to deliver clear leadership insights.

The position requires extensive accounting/finance experience, strong leadership, and advanced Excel/BI skills. This hybrid role is based in Philadelphia, with other listed locations, and offers a comprehensive

Qualificações

• Bachelor’s degree in accounting or finance, or equivalent experience.
• 12 years of accounting/finance experience including eight years of management experience.
• CPA, CFA, and/or MBA preferred; investments experience is highly desirable.

Responsabilidades

• Ensure investment results and supporting analysis are delivered to leadership with timely quality and clarity.
• Align with internal stakeholders and external partners to improve quality and insight around results.
• Own the single version of the truth for investment results reporting and rationalize the existing management report suite.
• Lead change initiatives; manage resources, timelines, and vendor contracts; oversee SOX controls and remediation.

Conhecimentos

Investment reporting

Leadership

Communication

SOX controls

Formação académica

Bachelor’s degree in accounting or finance

CPA/CFA/MBA preferred

Ferramentas

MS Office

Excel

Financial systems

Descrição da oferta de emprego

Transamerica is seeking a Director of Investment Reporting & Analysis to lead the reporting of investment results, align with stakeholders, and own the control environment. The role combines GAAP and statutory accounting with investment strategy to deliver clear leadership insights.

The position requires extensive accounting/finance experience, strong leadership, and advanced Excel/BI skills. This hybrid role is based in Philadelphia, with other listed locations, and offers a comprehensive