Brian A. Email & Phone Number
@transamerica.com
2 phones found area 303
LinkedIn matched
Who is Brian A.? Overview
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Brian A. is listed as Senior Manager Fund Accounting and Financial Reporting at Transamerica, a with 15388 employees, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at transamerica.com, phone signal with area code 303, and a matched LinkedIn profile for Brian A..
Brian A. previously worked as Senior Manager Fund Accounting & Financial Reporting at Transamerica and Fund Controller at Alps, A Dst Company. Brian A. holds Bachelor Of Science - Bs, Business Administration And Management, General from Colorado State University.
Email format at Transamerica
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AeroLeads found 1 current-domain work email signal for Brian A.. Compare company email patterns before reaching out.
About Brian A.
Financial Services Professional dedicated to providing excellent client service while mitigating risk and ensuring accuracy. Strong understanding of fund operations with extensive experience in regulatory reporting, financial statement production, and client/auditor communications. Known for improving operations and impacting business through productivity/efficiency improvements, strong problem-solving skills, leadership, and staff development.
Listed skills include Securities, Mutual Funds, Corporate Actions, Valuation, and 12 others.
Brian A.'s current company
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Brian A. work experience
A career timeline built from the work history available for this profile.
Senior Manager Fund Accounting & Financial Reporting
Current
Fund Controller
Assistant Vice President
Managed a team of 16 people, 8 direct/8 indirect, overseeing around 100 funds in the preparation of annual, semi-annual, and quarterly financial statements according to GAAP. Oversaw all regulatory reporting filings including N-MFP, N-CSR, N-Q, CPO-PQR, Form PF, 24F-2, and ICI Surveys. Coordinated internal and external audits along with client communications.
Associate Manager
Managed a team of five direct reports, overseeing the entry and maintenance of security master data in both the accounting system (STAR) and the security master application GoldenSource. Held regular communications with the client regarding project initiatives and client requests.
Business Analyst/Data Management
Coordinated project communications between business users and technology teams including client-directed initiatives. Authored business requirements and provided quality assurance testing assistance for development projects supporting them through implementation.
Senior Fund Analyst
Securities Valuations and Corporate Actions: Processed daily corporate actions in the accounting system (Invest1) for all equity, fixed income, and municipal bond securities according to tax regulations and AICPA guidelines. Oversaw the daily pricing of all securities and manual pricing of derivatives including total return swaps.Trade Settlements: Oversaw the settlement of all trades (foreign and domestic equity, foreign bonds, treasuries, government bonds, options, pair-offs, mortgage pools, currency forwards, loans, futures, and derivatives).
Fund Analyst
NAV Quality Assurance: Analyzed variances in net asset values (NAV), reviewing all daily components of the NAV (income, amortization/accretion, expenses, distributions, gain/loss, shareholder activity, impact of price changes) to ensure accurate final release to the public.Trade Processing/Cash & Securities: Evaluated and inputted trades for all security types and projected daily spendable cash availability for short term trading use based on portfolio activity. Performed daily cash, share, currency, and hedge reconciliations including researching new and outstanding items and projecting resolution times.
Colleagues at Transamerica
Other employees you can reach at transamerica.com. View company contacts for 15388 employees →
Sami Raney
Colleague at TransamericaCedar Rapids, Iowa, United States
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JT
John Thorpe
Colleague at TransamericaCharlotte, North Carolina, United States
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AH
Alexandria Hubbard
Colleague at TransamericaDallas, Texas, United States
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LW
Lewis Whiton
Colleague at TransamericaOakville, Ontario, Canada
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ME
Mckeag, Eileen Mckeag
Colleague at TransamericaCedar Rapids, Iowa, United States
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CD
Chelsea Daigneau Crps
Colleague at TransamericaDetroit Metropolitan Area, United States
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RS
Richard Sotelo
Colleague at TransamericaLas Vegas, Nevada, United States
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HH
Heidi Heidi
Colleague at TransamericaHiawatha, Iowa, United States
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EF
Erica Fernandez
Colleague at TransamericaPoughquag, New York, United States
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KA
Kenneth Allen Robson
Colleague at TransamericaBryant, Arkansas, United States
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Brian A. education
Bachelor Of Science - Bs, Business Administration And Management, General
Education record
Frequently asked questions about Brian A.
Quick answers generated from the profile data available on this page.
What company does Brian A. work for?
Brian A. works for Transamerica.
What is Brian A.'s role at Transamerica?
Brian A. is listed as Senior Manager Fund Accounting and Financial Reporting at Transamerica.
What is Brian A.'s email address?
AeroLeads has found 1 work email signal at @transamerica.com for Brian A. at Transamerica.
What is Brian A.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 303 for Brian A. at Transamerica.
Where is Brian A. based?
Brian A. is based in Littleton, Colorado, United States while working with Transamerica.
What companies has Brian A. worked for?
Brian A. has worked for Transamerica, Alps, A Dst Company, Brown Brothers Harriman, and Oppenheimerfunds.
Who are Brian A.'s colleagues at Transamerica?
Brian A.'s colleagues at Transamerica include Sami Raney, John Thorpe, Alexandria Hubbard, Lewis Whiton, and Mckeag, Eileen Mckeag.
How can I contact Brian A.?
You can use AeroLeads to view verified contact signals for Brian A. at Transamerica, including work email, phone, and LinkedIn data when available.
What schools did Brian A. attend?
Brian A. holds Bachelor Of Science - Bs, Business Administration And Management, General from Colorado State University.
What skills is Brian A. known for?
Brian A. is listed with skills including Securities, Mutual Funds, Corporate Actions, Valuation, Bloomberg, Fixed Income, Equities, and Alternative Investments.
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