Lead Specialist, Financial Analysis – Sustainability Reporting

Job Family

Finance - General

Job Description Summary

We are seeking a detail-oriented and proactive Reporting Data Analyst to support our sustainability reporting processes and control framework. This role is responsible for managing reporting system data, supporting reporting cycles, coordinating system changes, and helping ensure the accuracy, transparency, and compliance of our sustainability reporting landscape.

The ideal candidate is structured, analytical, and comfortable coordinating across multiple teams, including Reporting, Technology, Governance, and external review partners.

Job Description

Responsibilities

• Maintain and update reporting-related data repositories and ensure all fields, records, and metadata remain accurate and current.

• Collect, validate, and manage ESG data from across the organization (operations, HR, legal, etc.) 

• Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways.

• Ensure adherence to ESG and sustainable finance regulations including EU Corporate Sustainability Reporting Directive (CSRD),.

• Maintain reporting structures and templates to ensure they reflect business and regulatory requirements.

• Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

• Validate reporting outputs and update report configurations when changes occur.

• Prepare for UAT cycles prior to each reporting period by gathering all change requests and planned updates.

• Work closely with Technology, Governance, and Compliance teams to ensure all system changes are formally logged and documented

• Submit, track, and manage change requests through the designated ticketing process.

• Ensure documentation is complete, accurate, and audit-ready, and assist during the limited review performed by the external auditor.

Qualifications

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

• Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

• Analytical and problem solving skills

• Strategic thinker able to communicate on business/market and legislative issues at a macro leve

• Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information

• Excellent written/oral communication and presentation skills to provide complex information to diverse audiences

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

Preferred Qualifications

• Experience with ESG data management software

• Knowledge of environmental regulations and sustainability best practices.

• Knowledge of CSRD reporting and regulations

• Experience with UAT execution, documentation, and defect tracking.

• Four to six years of experience working with data repositories, reporting systems, or structured reporting processes

Working Conditions

• Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

The Salary for this position generally ranges between $128,000 - $160,000 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.

What We Offer  

 

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. 

 

Compensation Benefits 

• Competitive Pay 

• Bonus for Eligible Employees 

 

Benefits Package 

• Pension Plan 

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

 

Health and Work/Life Balance Benefits 

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars 

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs

 

Inclusion & Diversity  

  

We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We’re thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. 

  

To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. 

   

Giving Back  

  

We believe our responsibilities extend beyond our corporate walls. That's why we created theAegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.     

  

Transamerica’s Parent Company  

 

Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has  grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose:Helping people live their best lives.As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.   

* As of December 31, 2023