Lead Specialist, Financial Analysis – Sustainability Reporting

Job Summary

We are seeking a detail-oriented and proactive Reporting Data Analyst to support our sustainability reporting processes and control framework. This role manages reporting system data, supports reporting cycles, coordinates system changes, and helps ensure the accuracy, transparency, and compliance of our sustainability reporting landscape.

• 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 high-level financial analysis 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 reflect business and regulatory requirements.
• Recommend and lead implementation of process changes to achieve efficiencies through 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 level.
• Organizational and prioritization skills, and the ability to make timely decisions using appropriate information.
• Excellent written, oral communication and presentation skills for diverse audiences.
• Advanced computer skills in MS Office, Excel and financial business systems.

• 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.

Hybrid (In Office: Tuesdays, Wednesdays & Thursdays)

The salary for this position generally ranges between $128,000 - $160,000 annually. The range is a good faith estimate; actual starting pay is determined by qualifications, experience, geography, work location designation, and operational needs. The position may be eligible for an annual bonus based on the Company Bonus Plan / Individual Performance and is at the Company’s discretion.

• Health, dental, and vision insurance.
• 401(k) pension plan with company match and Employee Stock Purchase Plan.
• Paid time off, holiday, parental leave, and adoption assistance.
• Tuition reimbursement, training & development opportunities, and employee resource groups.
• Employee assistance program, wellness program, volunteer time off, backup care, employee discounts, and matching gifts.