Analyst - Financial Plan & Analysis

The Financial Plan & Analysis job is responsible for supporting the analysis of the organization's financial results. This job supports the financial modeling and implements insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Working under limited supervision for non-routine situations, this job participates in modeling activities that identify potential impacts of financial transactions and corporate development activities.

Key Responsibilities and Duties

• Compiles financial data that informs quantitative analysis, in order to support sound and defensible recommendations.
• Conducts simple analysis of basic financial planning information and reports, to make recommendations to management.
• Supports month end close process by generating recurring/standard and ad hoc reports, researching basic general ledger activities and variances to budget and prior year.
• Assists in audit activities and the development of financial plans by drafting financial reports.
• Updates financial database by identifying sources of information and entering, verifying, and securing data.
• Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
• Supports the development of budgets and quarterly forecasts to ensure timely and accurate delivery to management.

Educational Requirements

• Vocational and/or Technical Education Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
4IC

The role will be responsible for supporting FP&A processes within Nuveen across AUM, Cap Raise, Revenue, and Expense workstreams, involving analysis of numbers from various finance systems and source data, preparation of reporting and variance analysis, and support of monthly and quarterly close and consolidation processes to ensure timely and accurate reporting. The role will also build and maintain management dashboards and reports using Power BI, Tableau, and Excel, and investigate and resolve discrepancies across systems & drive process improvements.

Related SkillsAccountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis

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Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space.

 
Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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

Email: accessibility.support@tiaa.org

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