Jim Maher, Cfa
About Jim Maher, Cfa
Jim Maher is a Senior Manager Strategist at Transamerica, where he has worked since 2020, following various roles in financial analysis and risk management within the company. He holds an MBA from the University of Iowa and a BA in Finance from the University of Northern Iowa.
Work at Transamerica
Jim Maher has held multiple positions at Transamerica since 2010. He began as part of the Leadership Development Program and progressed to Financial Analysis Manager, focusing on EBS IFRS Reporting and Corporate IFRS Reporting from 2011 to 2015. He then served as Manager of Risk Management, specializing in A&R Actuarial Market Consistent Reporting from 2015 to 2018, and later as Manager of Risk Management for Accumulation and Retirement ALM Production from 2018 to 2022. Currently, he works as Senior Manager Strategist, a role he has held since 2020, where he leads ad hoc projects related to asset management.
Education and Expertise
Jim Maher earned a Bachelor of Arts (B.A.) in Finance from the University of Northern Iowa and a Master of Business Administration (M.B.A.) from the University of Iowa. His educational background supports his expertise in finance and strategic management. Additionally, he has completed Lean Six Sigma Black Belt training, which enhances his focus on process improvement and operational efficiency.
Background
Before joining Transamerica, Jim Maher worked at Intermec Technologies in various finance and accounting roles from 1994 to 1999. He then held multiple positions at Alliant Energy, including Manager of Regulatory Pricing and Lean Six Sigma Black Belt in Finance. His experience spans over two decades in finance, risk management, and strategic planning, primarily in the Cedar Rapids, Iowa area.
Achievements
At Transamerica, Jim Maher has guided the investment of a $12 billion general account annuities portfolio and provides strategic guidance to Aegon Asset Management portfolio managers by setting benchmarks and reinvestment rates. He optimizes asset performance against liability performance using a multidisciplinary approach that includes analytics, economics, finance, accounting, actuarial, and tax disciplines. His leadership in large-scale asset projects demonstrates his capability in managing complex financial operations.