Director, Investment Reporting & Analysis (Hybrid)

Transamerica•Philadelphia, PA

6d•Hybrid

About The Position

The Director, Investment Reporting & Analysis combines expertise in accounting frameworks, investment strategy, and external analysis to clarify relevant investment result drivers for company leadership. The role influences the mission and vision of investment accounting and reporting. It ensures investment results and supporting analysis are delivered to leadership with timely quality and clear communication, aligning with internal stakeholders and external business partners to improve data-backed insight. The director owns a single source of truth for investment results reporting, including simplifying and rationalizing management reports, and manages or anticipates ad hoc requests related to investment assets, derivatives, and results. The role also owns the investment asset budget cycle end to end and leads multiple teams and projects across related functions. It provides resource and performance leadership, directs major change initiatives, ensures quality and timely delivery within budget, serves as a SOX process owner, oversees reporting errors and control deficiencies, and oversees Statements of Work with external vendors. The position is hybrid, with in-office work on Tuesdays, Wednesdays, and Thursdays. The stated annual salary range is $159,000–$210,000. The role is typically eligible for an annual bonus based on the Company Bonus Plan and individual performance, at the company’s discretion.

Requirements

Bachelor’s degree in accounting or finance, or equivalent experience.
12 years of accounting or finance experience, including eight years of management experience.
Extensive knowledge of an assigned business area, such as investments, premiums, or corporate finance.
Strong leadership and people management skills.
Ability to communicate effectively, orally and in writing, to diverse audiences.
Organizational and prioritization skills.
Advanced computer skills in MS Office, Excel, and financial business systems.

Nice To Haves

CPA, CFA, and/or MBA.
Experience with investment data storage and manipulation, including Excel pivot tables, Power BI, or Hyperion Essbase Cubes.

Responsibilities

Deliver investment results and relevant supporting analysis to company leadership with timely quality and clear, concise communication.
Align with internal stakeholders and external business partners to improve the quality and insight of results using data.
Apply US GAAP and US Statutory accounting and reporting expertise together with investment strategy knowledge.
Own a single source of truth for investment results reporting, including rationalizing and simplifying management reports for stakeholders.
Manage and anticipate ad hoc requests related to investment asset and derivative positions and results.
Provide strategic leadership while also working hands-on with data and systems.
Own and optimize the investment asset budget cycle end to end, including deliverables and stakeholder management.
Lead multiple teams and projects within related but separate departmental functions.
Provide input and leadership on resource prioritization, resource allocation, and employee performance assessment.
Direct major change initiatives and ensure quality work is delivered within timelines and budget.
Serve as SOX process owner and understand processes and controls to ensure accuracy and completeness.
Oversee the treatment of reporting errors and control deficiencies.
Oversee Statement of Work contract language with external vendors.

Benefits

Competitive pay.
Annual bonus for eligible employees, based on the Company Bonus Plan and individual performance at the company’s discretion.
Benefits package.
Pension plan.
401(k) match.
Employee stock purchase plan.
Tuition reimbursement.
Disability insurance.
Medical insurance.
Dental insurance.
Vision insurance.
Employee discounts.
Career training and development opportunities.
Paid time off starting at 160 hours annually for employees in their first year of service.
Ten paid holidays per year, typically mirroring NYSE holidays.
Be Well Company holistic wellness program, including Wellness Coaching and Reward Dollars.
Paid parental leave of 15 days per calendar year for eligible employees with at least one year of service at the qualifying event.
Adoption assistance.
Employee Assistance Program.
Back-Up Care Program.
PTO for volunteer hours.
Employee matching gifts program.
Employee Resource Groups.
Inclusion and Diversity Programs.
Employee Recognition Program.
Referral Bonus Programs.