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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,
State
: Charlotte,NC
Description : COMPANY OVERVIEW:
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.

POSITION SUMMARY:
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.


KEY RESPONSIBILITIES AND DUTIES:
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:
Required:
• Bachelors degree
• 5+ years of financial analysis experience
Desired:
• 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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