Lead Financial Analyst (Sustainability Reporting)

Job Family

Finance - General

Job Description Summary

Performs financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to support the sustainability reporting processes and control framework. Manages reporting system data, supporting reporting cycles, coordinating system changes, and helping ensure the accuracy, transparency, and compliance of the sustainability reporting landscape. Comfortable coordinating across multiple internal teams and external business 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.) 

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

• Exhibits a thorough understanding of business and analysis concepts.

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

• Recommends changes to processes to improve and achieve greater efficiencies. Validate reporting output and update report configurations when changes occur.  Prepare UAT cycles prior to each reporting period by gathering all change requires and planned updates.

• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.

• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.

• Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.

• Responsible for adherence to the company's framework of internal controls.

Qualifications:

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.

• Minimum of 8 years experience, with degree.

• Advanced computer skills.

Preferred Qualifications:

• Experience working with data repositories, reporting systems, or structured reporting processes

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

• Analytical and problem-solving skills

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

• Experience with ESG data management software

• Knowledge of environmental regulations and sustainability best practices.

• Knowledge of CSRD reporting and regulations

Working Conditions:

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

• Fast- paced deadline- driven office environment.

• Occasional Travel <10%

The Salary for this position generally ranges between $97,000 - $129,000 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 the Aegon 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