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Position Title :Senior Financial Analyst
Hiring Company :TIAA
Resume Recipient :Hiring Company
Job Category :Finance
Industry:Financial Services
Location:United States
Job I.D:14375
Nearest Metropolitan Area(s) : Charlotte
Primary Location City,
: Charlotte,NC
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Primary responsibility is to partner with the Line of Business CFO to provide the Business Area with decision making, problem–solving and strategic support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools to help drive businesses financial planning, budgeting and forecasting requirements; and supports the BFO FP&A team to drive and support enterprise cadences and required activities.

Day-to-day support to the respective Line of Business CFO.
• Support work related to segment level end-to-end financial analysis including client level pricing
• Work through ambiguity, developing key relationships with peers and leaders to achieve desired outcomes
• Budgeting, planning, forecasting, analysis as well as financial stewardship and counsel.
• Support, drive and define financial and operating results package as well as financial / pricing updates supporting business driven cadences (e.g. Quarterly Operating reviews, etc.)
• Present and clearly articulate the financial results of the business area – have command of story, perspective on trends and recommendations around impact to strategy and execution towards strategy.
• Develop and utilize models / tools for early identification of financial trends and drivers for use across business segments.
• Collaborate with business areas to develop operational and financial scorecard metrics, while incorporating productivity and continuous improvement methodologies to ensure long term success.
• Engages business partners with consultative mindset to effectively achieve financial and strategic goals and provide input and an informed opinion on key strategies.
• Partner with the Pricing and BFO CoE’s to ensure the appropriate level of consistent, predictive and market parity / leading edge services provided to the business
• Ability to make clear connections between internal and external dynamics and making recommendations back to the business
Requirements : QUALIFICATIONS:
• Bachelors degree
• 5+ years of financial analysis experience
• Bachelor’s Degree in Accounting, Finance or related field , Master’s degree a plus
• 3+ years of experience from top Management Consulting firm
• 5+ years of related experience with a strong understanding of financial statements and elements that drive those, with the ability to analyze and interpret complex financial information
• Ability to take concepts and strategies and create executive presentations with minimal direction and guidance.
• Financial Services Experience in strategic, finance and analytical functions particularly in retirement, sales, distribution, etc.
• Critical thinker and self-starter who is willing to work proactively to identify key business priorities and work across teams to implement the necessary solutions
• Excellent verbal, written and presentation skills.
• Working knowledge of Hyperion and Essbase helpful
• Advanced Excel, Powerpoint and ThinkCell skills
• Demonstrated history of development executive presentations and underlying analysis
• Six Sigma Certification a plus
• Flexible, detail oriented and driven
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