Lead Specialist, Financial Analysis – Sustainability Reporting

About Us

At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.

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We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them.

We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.

Transamerica is organized into three distinct businesses. These include
1) World Financial Group, including Transamerica Financial Advisors,
2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and
3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It’s part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.

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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.

• 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.

• 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…