INTERNSHIP: Business Manangement - Financial Analyst (Undergraduate)
Charlotte , North Carolina
October 21, 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.




    • Assist the manager of the Finance & Actuarial Program Management Office (F&A PMO) with the governance of strategic programs. 
    • This role provides exposure to project management, with responsibilities being a blend of 1/3 accounting and finance, 1/3 metrics and analytics, and 1/3 ad-hoc responsibilities. 
    • Assist the Data Mgmt Leads with the facilitation of meetings (helping keep notes, track attendance, pre-/post- communications) and support creation of artifacts
    • Assists the Business Management Office (BMO) with F&A Risk oversight communications, Business Continuity administration, SharePoint project work, communications program work, events assistance (Town Halls, etc)



    • Project cost management - Compilation and analysis of financial data collected through various business applications; support to and analysis of the financial forecasts
    • Prepare status reports and update key performance indicators (KPIs) - Maintain project-related metrics for monthly reporting, tracking timelines, project risks and issues, labor reports, weekly backlog reports costs, etc.
    • Develop and practice skills in use of Microsoft Office Suite through development of Excel workbooks, pivot tables and data analysis and maintaining graphs; Microsoft Word, PowerPoint and Visio through creation of Word tables, presentations, process workflows and training aids
    • Review annual Cost-Benefit Analysis documents for accuracy and completeness
    • Maintain Microsoft SharePoint site for various team areas



  • Excellent problem solving/analytical skills
  • Excellent communication skills
  • Proven ability to prioritize tasks and deliver on commitments
  • Multi-faceted cross-business interests
  • Entrepreneurial


Desired Qualifications

  • Reconciliation
  • Advanced knowledge of Microsoft Office products
  • Spreadsheet development using pivot tables and advanced functions
  • Prior Internship experience a plus
  • 0-2 years’ experience in accounting/finance with exposure to financial planning and analysis

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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