Manager, Business Unit Finance
Charlotte , North Carolina
November 22, 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 Finance Manager in our Charlotte, Denver or New York office to support the IFS Strategy and Portfolio Project Management Teams.  The IFS SPPMO Finance Relationship Manager will provide their respective Business Leader and Management Team with decision support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support to help drive our businesses financial planning, budgeting and forecasting requirements.  This person will also play a critical role in partnering with the Enterprise and IFS Strategy and Portfolio Project Management Organization, as well as the business, in facilitating the execution of the multi-year strategic roadmap and its impact across the entire firm.



  • Execute and own change management, implementation and adoption of new processes, technology or strategies for the BFO
  • Strong day-to-day leadership presence (foster collaboration across teams: BFO, CFP&A, Business, etc.)
  • Oversee the coordination of and drive consistency for the annual plan, forecast and strategy work
  • Determine appropriate metrics to performance goals across the team and create the infrastructure to measure progress throughout the year
  • Analyze the current technology infrastructure and scope out the next level of information technology and financial systems that support the growth of specific programs and the organization overall
  • Oversee regular / ad-hoc reporting for the consolidated Institutional business
  • Lead and oversee reporting requests among business line CEO, leadership team members and CFO for the IFS & ECC BFO team
  • Make recommendations for issue resolution; maintain and improve current financial models
  • Cultivate and strengthen the values within the organization
  • Incorporation of productivity and continuous improvement methodologies to ensure long-term success
  • Presenting and clearly articulate the financial results of the business to the CEO and IFS Leadership team
  • Develop models / tools for early identification of financial trends and drivers for use across business segments
  • Drive consistency of our core BFO processes



Required Skills

  • Minimum 7+ years of financial planning and analysis and financial management reporting experience with a proven track record. 
  • Must have experience in Financial Services industry, particularly Retirement Services or Asset Management
  • Strong verbal, written and presentation skills.


Required Certification(s), degree(s) and/or license(s)

  • BS/BA degree in Accounting, Finance, or related field required 
  • CPA/MBA preferred

Desired Skills

  • Ability to tell the story; synthesize analysis and prepare effective presentations
  • Look beyond the obvious; possesses a high level of intellectual curiosity
  • Ability to bring forward-looking approach to solving current business challenges and initiatives.
  • Establish and maintain relationships with key business partners at various leadership and executive levels to resolve issues, gain needed information and influence outcomes.
  • Lead decisions and projects that have medium and high impact to the organization
  • Requires superior analytical mind
  • Superior skills to communicate clearly and effectively both in writing and verbally
  • 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
  • Demonstrated history of model development and presentations of analysis 
  • Results-proven track record of exceeding goals and a bottom-line orientation
  • Strategic vision and ability to think strategically, anticipate future consequences and trends, and incorporate them into the organizational plan
  • Action oriented - enjoys working hard and looks for challenges
  • Must be able to work independently, as well as, in a collaborative team environment.

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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