ESG Regulatory Reporting / European Taxonomy

Project overview

Context of the mission

As part of the evolution of the regulation related to the European Taxonomy, a major player in the insurance sector wishes to adapt its internal processes and integrate the new official regulatory reporting models.

The mission takes place within a department specializing in ESG and extra-financial topics. This team defines and manages ESG policies related to investments, climate and biodiversity strategies, sector policies, as well as various regulatory work and extra-financial reporting.

The consultant's objective will be to structure the transition to new regulatory formats, ensure the reliability of the ESG data supply chain, and prepare the production of future regulatory statements.

Main missionsRegulatory gap analysis

Indicator mapping

ESG data mapping and validation

Reporting design

Expected deliverables

Profile sought

Expected skills

Desired qualities

• Identify structural and methodological differences between old and new reporting formats;
• Measure the impacts on regulatory ratios;
• Perform necessary pro forma calculations, particularly for the 2025 and 2026 fiscal year closings;
• Formalize the changes to be integrated into production processes.
• List all indicators required by the new regulatory requirements;
• Map the indicators and their production methods;
• Define the associated calculation rules;
• Document the definitions, methodologies, and sources used for each indicator.
• Chain the expected regulatory indicators with available ESG data;
• Identify the data sources necessary for reporting production;
• Utilize specialized ESG databases, particularly ISS ESG data;
• Control the quality, completeness, and consistency of the data used.
• Design mock-ups corresponding to the new regulatory models;
• Implement the restitution templates required by the regulation;
• Test and validate the compliance of the mock-ups before industrialization;
• Participate in securing and formalizing the production process.
• Detailed analysis of the gaps between old and new reports;
• Pro forma calculations and analysis of impacts on regulatory ratios;
• Complete mapping of indicators to be produced;
• Dictionary of indicators and associated calculation rules;
• Mapping between regulatory indicators and ESG data sources;
• Mock-ups and templates for future reports;
• Documentation of controls and the production process.
• Professional experience of 6 to 9 years, ideally gained in the banking, insurance, or consulting sector;
• Confirmed experience in producing regulatory reports;
• Very good knowledge of ESG, CSR issues, and the European Taxonomy;
• Good understanding of asset portfolio characteristics;
• Mastery of investment-related regulatory reporting;
• Solid skills in data manipulation, reconciliation, and control;
• Experience in designing and implementing complex reports;
• Ability to formalize production processes and control mechanisms;
• Excellent command of Excel and, more generally, the Office Suite;
• Knowledge of ISS ESG data is a significant asset.
• Regulatory Reporting;
• European Taxonomy;
• ESG and CSR Regulation;
• Data Analysis and Control;
• ESG Data Mapping;
• Reporting Mock-up Design;
• Regulatory Ratio Calculation and Analysis;
• Asset Portfolios and Investments;
• Process Documentation;
• Advanced Excel.
• Excellent analytical and synthesis skills;
• Rigor in data processing and control;
• Autonomy and ability to structure work;
• Writing skills;
• Ability to collaborate with business, regulatory, ESG, and data stakeholders;
• Results-oriented and deadline-aware.

Project details

• Start: ASAP
• Duration: 3 mois
• Location: 75001, Paris, Île-de-France, FR
• Languages: French