Director, Investment Reporting & Analysis (Hybrid)

Transamerica•Cedar Rapids, IA

1d•$159,000 - $210,000•Hybrid

About The Position

The Director, Investment Reporting & Analysis combines expertise in accounting frameworks and investment strategy with an external analyst’s perspective to make relevant investment result drivers clear to company leadership. The role influences the mission and vision of investment accounting and reporting and owns the end-to-end investment asset budget cycle, including deliverables and stakeholder management. The director leads multiple teams and projects across related functions, provides leadership on resource prioritization and employee performance assessment, and directs major change initiatives while ensuring quality and timely delivery within budget. The position also serves as a SOX process owner, overseeing processes, controls, reporting errors, and control deficiencies, as well as Statement of Work contract language 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 position is typically eligible for an annual bonus 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 the assigned business area, such as investments, premiums, or corporate finance.
Strong leadership and people management skills.
Ability to communicate effectively, orally and in writing, with 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 in a timely, high-quality, clear, and concise manner.
Align with internal stakeholders and external business partners to improve the quality and insight of results using data.
Combine US GAAP and US Statutory accounting and reporting expertise with investment strategy knowledge.
Own a single source of truth for investment results reporting, including rationalizing and simplifying the management report suite for stakeholders.
Manage and anticipate ad hoc requests related to investment asset and derivative positions and results.
Provide visionary leadership and hands-on work navigating and manipulating data and systems.
Optimize and own the investment asset budget cycle end to end, including deliverables and stakeholder management.
Lead multiple teams and projects within a department of related but separate functions.
Provide input and leadership on resource prioritization, resource allocation, and employee performance assessment.
Direct major change initiatives and ensure work quality and delivery within timelines and budget.
Serve as SOX process owner and understand processes and controls to ensure accuracy and completeness.
Oversee the handling of reporting errors and control deficiencies.
Oversee Statement of Work contract language with external vendors.

Benefits

Competitive pay
Annual bonus for eligible employees
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
Holistic wellness program with wellness coaching and reward dollars
Paid parental leave for eligible employees
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