Lead Financial Analyst, Sustainability Reporting

Transamerica

Lead Financial Analyst supporting sustainability reporting at Transamerica. Manage financial reporting processes and ensure compliance with ESG regulations in a team-oriented environment.

Posted 7/29/2026full-timePhiladelphia • Maryland, Pennsylvania • 🇺🇸 United StatesSenior💰 $97,000 - $129,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial reporting and analysis, with a strong focus on ESG data management and compliance with sustainability regulations such as the EU Corporate Sustainability Reporting Directive (CSRD). Proficient in managing reporting systems and data repositories while ensuring accuracy and transparency across multiple internal and external stakeholders.

Highest-signal resume keywords

Financial ReportingESG Data ManagementUAT ExecutionSustainability Regulations KnowledgeAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData ManagementReporting SystemsForecasting ModelsComplex ReportingRegulatory ComplianceSustainability ReportingData ValidationProcess ImprovementChange Management

Soft Skills

Strategic ThinkingLeadershipCommunicationCollaborationInitiative

Tools & Technologies

ESG Data Management SoftwareReporting ToolsData RepositoriesFinancial Reporting Systems

Industry Keywords

Environmental RegulationsSustainability Best PracticesCSRD ReportingSustainability Reporting Processes

About the role

Key responsibilities & impact

Perform financial reporting and analysis functions.
Responsible for applying financial analysis knowledge and judgment to support the sustainability reporting processes and control framework.
Manage 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.
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).
Maintain reporting structures and templates to ensure they reflect business and regulatory requirements.
Recommend 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.
Solve 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.

Requirements

What you’ll need

Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum of 8 years experience, with degree.
Advanced computer skills.
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.

Benefits

Comp & perks

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