Lead Specialist, Financial Analysis - TA ESG Finance Reporting Leader

Job Description

Responsibilities :

Roll out comprehensive, structured & coordinated ESG Reporting Program within TA Financial Reporting.

Identify an ESG reporting owner’ for each department; each such person will be primarily accountable for their functional area deliverables.

Provide to support to each departmental reporting owner, and establish rapport to ensure accountability as well.

Ensure the business department understands the reporting requirements and has sufficient process & controls (and supporting documentation for those) in place to meet respective reporting requirement timelines

Understand the following for each department / functional reporting area. Depth of knowledge & oversight to be at a meaningful (yet higher level) than that of each functional area’s departmental (L3, perhaps) leader.

Reporting templates / requirements

Data elements / requirements

Relevant data sources and calculations

Relevant systems and processes

External / regulatory due dates

Project plans

Budget (internal & external)

Resourcing & defined roles by person in functional area / workstream

Readiness (including control design & implementation)

Partner with each functional area leader as needed to arrive at an independent view of each functional area’s status & risks.

Identify & advocate for functional area needs. For example, changes in functional role assignments, project plans, guidance interpretation, team members, vendors, etc.

Liaise and influence to ensure alignment with; all relevant governing bodies (SRP, NZWG, GSB, TSB), Stakeholders & contributors (at both TA and Group Finance)

Align the departmental leaders for sake of; best-practice sharing, fostering consistency in standards when / where it makes sense (documentation, process, quality, etc), project management approach (status templates, means of assessing progress & readiness, etc).

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

Expert knowledge of accounting / finance

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 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 :

CPA / advanced degree

Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting)

Financial reporting policy interpretation

Financial reporting process design & change implementation, including set-up of data governance and reporting controls

Documentation of process risks and controls (RCM, SIPOC, etc)

Project Management

Working Conditions :

Hybrid employees will need to work at a Company office location at times and a remote work location (typically their home) at times.

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

College Coach 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

Peer Recognition Program (BRAVO)

As of December 31, 2022

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 throughthe Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including theInclusion 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.Theyprovide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.

Giving Back

Webelieve our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994.

Through a mixof 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

Aegonacquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 29.

5 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.