Senior Financial Analyst
Charlotte , North Carolina
November 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.




The Senior Financial Analyst, Retail Distribution provides their respective Leader and Management Team with decision support by deploying  management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support to help drive successful execution of Individual Advisory Services (IAS) (and other products as capacity arises) strategies while supporting financial planning, budgeting and forecasting requirements


Embrace decision science and financial performance management tools to rapidly, efficiently and effectively help supported products drive profitable growth as well as support investment optimization 



Drive financial results:

o Lead financial performance management for supported channels; aid in

   refining related strategies and investment decisions to increase return on risk,

   effectiveness and efficiency. 

o Provide FP&A (budgeting, planning, forecasting, analytics, reporting), as well

   as financial stewardship and counsel for partners.

o Develop models/tools for early identification of financial trends and drivers for

   use across business areas.

o Support TIAA’s internal reporting for the   IAS distribution team as well as

   TIAA’s enterprise digitization efforts

o Advocate for the business and develop and deliver influential communications

   to inspire action.

o Develop operational and financial health metrics and measures (leveraging

   both internal and outside-in perspectives).

Help Retail Finance build a sustainable powerhouse team:

o Partner to help evolve team’s (and team’s partners’) vision of success.

o Partner with peers to expand ability of team to deliver FP&A leadership.

o Help fuel a dynamic, learning, and enjoyable team atmosphere.

o Expand team’s depth chart; establish team reputation as source of promotion-

   ready, challenge-ready talent.

Drive continuous improvement:

o Aid in fostering alignment of enterprise and business partner area financial

   goals, processes, and policies.

o Support strong culture of partnership between business finance, enterprise

   and business areas.

o Incorporate productivity and process improvement methodologies to ensure

   long-term success.

Management/Leadership Responsibility: 

Lead via matrix / indirect relationship, manage projects. 

Lead financial performance management for multiple products supporting 

  senior managing directors.

Assist in the building of channel P&L’s

Ability to meet tight time schedules and manage monthly/quarterly/episodic

  finance deliverables.

Provide support for other Retail Finance initiatives; lead as able

Ability to manage direct staff as coverage area grows

Act as “quarterback” for key partners (e.g., Corporate Finance, peer Business

  Finance teams, Corporate Controller’s and others) to provide services,

  analysis, and help enterprise with covered area related FP&A.

Budget Responsibility:

 Support indirect management of 3 year budget ~$300+ million;

 Responsible for helping the IAS channel exceed >$20+B of Flows by 2020



Financial, strategic,and operational impact on supported channel area results through ensuring success – as identified above; driving decisions to support profitable growth, and partnering on strategy –while identification of key trends and inspiring actions to optimize.

Problem Solving: 

Ability to identify local technical, organizational, adaptive, and regulatory challenges.  Ability to leverage and manage internal and external resources.

Functional Knowledge: 

Finance, accounting, financial services (insurance, brokerage, banking, finops/fintech), systems, data, modelling, and quantitative analysis.

Business or Industry Expertise: 

Retail financial services experience is essential; Expertise in retail financial service economics, , regulatory environments (banking, insurance, & brokerage), digital, direct to consumer, decision science, and operational environment.

Interactions / Interpersonal Skills: 

Strong interpersonal and leadership skills; track record suggesting inertia for rapid career progression.





Required Education: BA/BS

Preferred Education: Masters, MBA or MS Finance

Required Experience:  7-10 years

Required Licenses/Certifications:  CFA, CPA a plus


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


A little about us:

Not ready to apply? Join our Talent Network.

Know someone who would be interested in this job? Share it with your network.