Timothy Carlson
About Timothy Carlson
Timothy Carlson is a Senior Manager of Investment Reporting at Transamerica, where he has worked since 2019. He has extensive experience in financial management, having held various roles in companies such as Midland National Life Insurance Company and Aegon, and holds an MBA in Accounting from the University of Northern Iowa.
Work at Transamerica
Timothy Carlson has served as the Senior Manager of Investment Reporting at Transamerica since 2019. In this role, he oversees investment reporting functions within the organization. His work involves ensuring compliance with various reporting standards and managing the reporting processes for Transamerica's investment portfolio. He operates in a hybrid work environment based in Cedar Rapids, Iowa.
Previous Experience at Midland National Life Insurance Company
Prior to his current role, Timothy Carlson worked at Midland National Life Insurance Company as a Controller from 2013 to 2019. During his six years in this position, he was responsible for financial reporting and oversight, contributing to the company's financial management strategies. His tenure at Midland National was based in Sioux Falls, South Dakota.
Education and Expertise
Timothy Carlson studied at the University of Northern Iowa, where he earned a Bachelor's degree in Accounting and an MBA in Business Administration and Management. His educational journey spanned from 1981 to 1999. He possesses expertise in various reporting standards, including IFRS, GAAP, STAT, and FINRA (FOCuS), which are critical for financial reporting and compliance in the insurance industry.
Career Background
Timothy Carlson has a diverse career in finance and accounting, with experience in multiple organizations. He worked at Aegon as Senior Manager/Assistant Controller in Investment Operations from 2007 to 2013. Earlier, he held positions at CUNA Mutual Group, Genworth Financial, and RSM US LLP. His career began at BERGAN, PAULSEN & COMPANY, PC, where he served as a Manager from 1984 to 1988.
Key Projects and Initiatives
At Transamerica, Timothy Carlson played a significant role in the implementation of Clearwater Analytics, which manages all asset classes within the company's $90 billion insurance portfolio. He was also involved in the implementation of the SAP Ledger (Sammons) in the fourth quarter of 2022, enhancing the company's financial reporting capabilities.