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Sr Financial Analyst

Jacksonville, FL

The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization.  The ideal candidate will have a working knowledge of financial markets with a strong understanding of a Bank’s balance sheet and income statements. Through financial modeling, this job reviews the company's financial status, including cash flows, asset performance, operating income, working capital, etc. This candidate should demonstrate an ability to drive and complete projects with minimal supervision, work effectively and collaborate efficiently in a team setting.

Key Responsibilities and Duties

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

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

  • Leads re-forecasting activities and updating/evolving forecast models.

  • Monitors general ledger journal entry postings during the closing process to help ensure that financial statements are accurate.

  • 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.


  • Educational Requirements

    • University (Degree) Preferred

    Work Experience

    • 5+ Years Required; 7+ Years Preferred

    Physical Requirements

    • Physical Requirements: Sedentary Work

    Career Level

    Required Qualifications:

    • 5 + years financial services industry experience

    Preferred Qualifications

    • 7 + years financial services industry experience
    • Extensive knowledge of Excel, VBA, or QRM

    Potential Salary: $139,400.00 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

    As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country. 

    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: 4fc395141395160365a93b8b2de56e3772056bde3d417eb25528ceb2eb679ba3
    Employment Type: Other