This Manager Finance, Valuations & Pricing Analysis role is an opportunity to play a key part in supporting accurate, well-controlled investment reporting and will be responsible for both the Investment Reporting department’s: valuation/pricing & impairment analysis functions (for all asset types and derivatives) as well as private credit (RNFs, CLOs, etc.) asset accounting methodology (valuation & income accrual) & process control design oversight. The successful candidate will bring strong reporting and valuation leadership experience, sound judgment, and a proactive approach to resolving complex issues while partnering closely with peers, internal business units, technology teams, and offshore support teams. This is a leadership role that provides guidance, oversight, and subject matter expertise and direct people management responsibilities.

Responsibilities

  • Manage activities of assigned team including supervisors and/or individual contributors.

  • Adapt department plans to address resource and operational challenges. Operates mostly within their own function, but participates in cross-functional initiatives.

  • Understand and communicate directives from senior management.

  • Hold one-on-one meetings with employees on performance and career development.

  • Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos. Identify potential accounting issues/errors and escalate appropriately.

  • Approved budgeted staff expenses

  • Review, design and implement process and control improvements in area of expertise.

  • Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

  • Stand up a new valuation function within the investments department to assist in review and understanding of valuations utilized by various asset managers.

  • Collaborates with other departments to ensure valuation methodology is in compliance with Risk and Investment Office expectations.

  • Lead the derivative valuation function, which is priced within the Investment Reporting department.


Qualifications

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • Eight years of accounting/finance experience including three years of supervisory/management experience

  • Strong people management skills

  • Ability to effectively communicate, orally and in writing, to diverse audiences

  • Organizational and prioritization skills

  • Advanced computer skills in MS Office, Excel and financial business systems


Preferred Qualifications

  • Working knowledge of investments

  • Ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.

  • Experience with valuation/pricing & impairment analysis functions (for all asset types and derivatives)

  • Exposure to private credit (RNFs, CLOs, etc) asset accounting methodology (valuation & income accrual) & process control design oversight


Working Conditions

  •  Fast paced deadline-driven office environment, occasional travel.

  • Hybrid Office Environment

The Salary for this position generally ranges between $109,000.00 - $131,000.00 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Disclaimer:

Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.