Sr Financial Analyst
TIAA-CREF - Charlotte, NC

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Job Description
Director – Performance Measurement

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Scope and Knowledge

Develops complex routine and ad hoc reporting and analysis of financial results for the Board, EMT, SLT and other business partners to meet their information needs, identify trends and respond to issues. Focuses on the accounting, financial planning, reporting and analysis of financial management information and operating metrics for the organization. Experienced in budgeting, forecasting, variance analysis, and competitive data analysis. Leverages knowledge of financial reporting structures, account structures and audit controls when performing comprehensive analyses. Serves as liaison to area finance and/or business units to enhance monthly reporting. Assists with project management, including assessing reporting needs, determining requirements, writing policies & procedures, and implementing systems and processes. Strong business acumen and ability to understand business problems and design appropriate analytic or measurement based solutions.

Job Complexity

Participates in the preparation of financial information for the development of business plans. Develops routine and ad hoc financial analyses and reports focused on business needs, trends, and issues. Leverages knowledge of financial reporting structures, account structures and audit controls to perform straightforward financial analyses. Will participate in the measurement and tracking of initiative funding through the business planning process and work with business areas and BFO’s on requests for funding.


Networks with colleagues throughout finance and other areas of the organization on a regular basis, in own area of expertise, to resolve issues, gain needed information and influence outcomes for group. Participates on functional and business unit project teams. Gains cooperation and commitment to take action from colleagues, management, customers and external contacts as needed. Contributes to decisions and projects that have a moderate impact to the organization.

•5 – 7 years of experience in accounting/financial industry with 2 years of experience in financial reporting
•Advanced knowledge – Excel, PowerPoint, and Word
•Bachelor’s degree in Accounting, Finance or related discipline required. CPA or MBA preferred
•Strong analytical and critical thinking skills
•Strong verbal and written communication skills
•Strong interpersonal skills, energetic, and positive attitude
TIAA is an Equal Employment and Affirmative Action Employer, committed to diversity and inclusion in its workforce. Visit our Careers site to learn more about how we are making a difference.

About this company
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TIAA-CREF is a Fortune 100 financial services organization with $481 billion in assets under management (as of 6/30/12). The firm is a...