Ann Filkowski
About Ann Filkowski
Ann Filkowski is a Manager of Financial Reporting at Transamerica, where she has worked since 2018. She has extensive experience in financial reporting and accounting, having held various roles at ALPS Fund Services and Great-West Financial over the years.
Work at Transamerica
Ann Filkowski has been employed at Transamerica since 2018, serving as the Manager of Financial Reporting. In this role, she oversees the financial reporting process and ensures compliance with relevant regulations. Her responsibilities include monitoring new financial reporting and accounting regulations to implement necessary changes in reporting disclosures. She also provides guidance and review on various Investment Company SEC filings, such as Prospectus and N-CSR. Her leadership extends to staffing decisions, including the selection, training, and development of employees within the financial reporting team.
Previous Experience at Great-West Financial
Prior to her current role, Ann Filkowski worked at Great-West Financial from 2011 to 2018. She held multiple positions, starting as an Investment Reporting Analyst from 2011 to 2014, before advancing to Manager of Investment Reporting from 2014 to 2018. In these roles, she contributed to the investment reporting processes and played a key part in financial oversight and compliance.
Career at ALPS Fund Services, Inc.
Ann Filkowski has extensive experience with ALPS Fund Services, Inc., where she worked in various capacities from 2004 to 2011. Her roles included Fund Accountant from 2004 to 2006, Senior Budget Analyst from 2008 to 2010, Financial Reporting Analyst from 2010 to 2011, and Budget Analyst from 2006 to 2008. This diverse experience provided her with a strong foundation in financial analysis and reporting.
Education and Expertise
Ann Filkowski earned her degree in Finance from Colorado State University, where she studied from 2000 to 2004. Her educational background has equipped her with the knowledge and skills necessary for her roles in financial reporting and investment analysis. This academic foundation supports her expertise in monitoring financial regulations and managing reporting processes.