Senior Financial Reporting Analyst
Charlotte , North Carolina
October 20, 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 Corporate Controller group is looking for a Senior Regulatory Reporting Analyst for the Regulatory Reporting team.  The Regulatory Reporting team is responsible for regulatory and analytical reporting for the Company’s general and separate accounts.  This role is responsible for assisting with the monthly general ledger close process and preparation and annual regulatory reporting for separate accounts. 



• Responsible for preparation of annual statutory filing for green books for TIAA and TC Life including investment schedules and exhibits.
• Assist in the preparation of complete and accurate monthly, quarterly and annual financial statements including preparation of journal entries, account reconciliations, work papers and schedules
• Preparation of quarterly and annual financial statement footnote for separate account. 
• Detailed oriented ability to shift priorities as need and successfully manage through critical deadlines.
• Develop monthly and quarterly income statement and balance sheet trend analysis reports used to complete the income and balance sheet fluctuation analysis
• Work with Eagle (WINGS) Statutory Financial Statement software. Complete data entry for the various statement pages including write-ins, insets and footnotes.  Run validations and research differences.
• Reconcile monthly financial statements, management & miscellaneous PeopleSoft nVision reports.  Utilize Microsoft Excel to assist in the reconciliation of reports.  Identify issues to be researched and resolved.
• Comply with and maintain evidence for all control procedures.
• Participate in identifying processes and procedures that can be improved, streamlined, and standardized
• Assist with special projects as needed.  Provide support in implementing changes to improve processes and procedures.  



This role directly affects the Regulatory Reporting team and potentially the larger Controller Group and F&A. 


Problem Solving: 

Strong analytical and problem solving skills are needed to identify and rectify differences.


Functional Knowledge: 

Previous experience working in the insurance industry, financial services industry is a plus.  Statutory experience is a plus, including knowledge of the Green Book and Blue Book filings. Strong working knowledge of Microsoft Excel, PeopleSoft, Eagle Wings, and Statutory Accounting Principles is preferred. 


Interactions / Interpersonal Skills: 

Interpersonal skills are critical in this role. The ideal candidate must be able to build relationships not only within the department, but with other business partners as well.  This position requires constant interaction with the Regulatory Reporting team, various F&A teams, and other departments within TIAA. 




  • Bachelor’s Degree in Accounting/Finance
  • Proficient in Excel
  • Strong understanding of accounting, statutory reporting general and separate accounts, financial reporting, and general ledger.


  • 3-5 years in insurance reporting or financial reporting role
  • Working knowledge of PeopleSoft, BI-Analytics, Wdesk
  • Previous experience working in the insurance industry and overall financial services industry is 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.