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Senior Financial Analyst

Charlotte, NC

 Sr Financial Analyst
The Senior Financial Analyst is responsible for preparing, reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions.  This position also monitors key financial ratios along with TIAA’s capital level through various capital models to assess financial strength and potential rating triggers.

Key Responsibilities and Duties

  • Analyzes monthly financial results through financial models to identify drivers and explain key variances.

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Monitor TIAA’s capital position through the preparation and analysis of key proprietary capital models.

  • Research ongoing changes to rating agency methodologies and possible impacts these  may have to TIAA’s financial strength assessment.

  • Prepare & analyze key financial ratios and possible ratings triggers associated with these results.

  • Work with cross‐functional teams to consider potential financial impacts relating to management actions and activities.

  • Support firm wide initiatives that appear throughout the year as appropriate.

  • Reviews forecasts and modeling to ensure results are timely and accurate.

  • Manage corporate communications for TIAA related rating agency updates such as financial strength ratings, rating dates, financial outlooks, press releases and reports.

  • Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.

  • Reviews financial reports and presentations for management that inform business and financial decisions.

  • Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

  • Collaborate and actively engage correct business partners to arrive at the best sources of information for rating agency surveys, reports and ad hoc requests.


  • Qualifications

    • 3 Years Required; 5 Years Preferred

    • University (Degree), Preferred

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Preferred Education

    • University (Degree)

    Career Level


    • 3 years of experience with Financial Analysis, Actuarial and/or Accounting  


    • 5 years of experience with Financial Analysis, Actuarial and/or Accounting 
    • MS Office: Word, Excel, PowerPoint and SharePoint
    • Bachelor Degree
    • Corporate Finance experience

    Potential Salary: $98,500.00 USD

    Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). 


    Company Overview

    TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

    COVID-19 Vaccination

    TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

    Benefits and Total Rewards

    The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

    Equal Opportunity

    We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

    Read more about the Equal Opportunity Law here.

    Accessibility Support

    TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. 

    If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: 

    Phone: (800) 842-2755


    Privacy Notices

    For residents of California, please click here to access the TIAA CA Applicant Privacy Notice.

    For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.

    For all other residents, click here to access the Applicant Privacy Notice.

    Job ID: 4da4143e169fcd5145b4cfeb6715046ba3f7c2f583558b6bd74f9df20034c895
    Employment Type: Other