Financial Analyst II, Financial Reporting & Modeling
Charlotte , North Carolina
December 12, 2017
Job Description



Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.


By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.


For more information about TIAA, visit our website.




TIAA’s Business Finance Officer (BFO) team is looking for a Financial Analyst II to focus on Financial Reporting & Results, as well as predictive modeling and future-focused analytics within RFS Distribution.  The BFO provides Executive Management Team (EMT) and Business Areas with decision support and problem-solving support to help drive our businesses financial planning, budgeting and forecasting requirements; and supports the Corporate Financial Planning & Analysis (CFP&A) team to achieve accurate allocation of expenses and revenue alignment to corporate entities and product lines.




Day-to-day support to the respective BFO relationship manager and Director of Financial Reporting & Results.  Budgeting, planning, forecasting, analysis as well as developing a mastering understanding of TIAA’s financial systems.  Present and clearly articulate the plan financial impact to the business as well as provide variance commentary to business partners in this case Direct to Consumer and Marketing. Make recommendations for issue resolution, maintain and improve current financial models. 

Management/Leadership Responsibility: 

Works independently receiving little instruction on day-to-day work, receives general guidance and review on new assignments.  Provide feedback and guidance to help strengthen specific knowledge/skills needed to accomplish a task or solve a problem.  Recommend and implement changes to methods of performing work. 

Budget Responsibility:

Supports the RM and the Director for budgeting, forecasting, analysis and reporting activities for their respective business areas.  Ensures RM/Director and management has accurate information and estimates to make informed decisions.  Ensures ongoing development of underlying data management systems and reporting tools for analysis. 



Focuses on the accounting, financial planning, analysis and reporting in the business area.  Develops and maintains financial reporting structures, account structures, procedures, audit controls, etc.  Analytical skills are required to pull business relevant commentary from the financial data.


Makes decisions that have medium impact to the organization.  Erroneous decisions can have a material impact on the overall success of the business unit’s operations, which may result in economic loss.

Problem Solving: 

Finance, accounting, modeling, financial planning and reporting, and quantitative analysis.  Develops and maintains financial reporting structures, account structures, procedures, financial models, etc. 

Functional Knowledge: 

The position requires a strong foundation of Finance and Accounting coupled with experience supporting a particular business or support function from a financial standpoint.   Ability to understand key business drivers impacting a P&L and compensation modeling. This position will work with large volumes of data, therefore superior excel and pivot table experience and the ability to organize data will be paramount.

Business or Industry Expertise:

Light foundation of general financial services industries, as well as a relevant industry knowledge.

Interactions / Interpersonal Skills: 

Networks with personnel internally and across groups to resolve issues.  Contributes to decisions and projects that have a low to moderate impact to the organization.  Communicates with the business units, areas and operations departments to develop an action plan for resolution. 




Required Education: BA/BS in Accounting, Finance, or related field

Required Experience:  2-5 years, Financial planning and analysis experience

Preferred Experience:  Financial services or insurance industry experience

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.

If you need assistance applying due to being visually or hearing impaired, please email Careers Help.

This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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