Sr Financial Analyst

This position is responsible for assisting with the preparation of audited financial statements and other regulatory filings for TIAA Trust, National Association. This position will also assist with day-to-day accounting for TIAA Trust, N.A. and TIAA Wealth Investment Management (WIM).

Key Responsibilities and Duties

• Prepare GAAP financial statements and footnote disclosures

• File and manage quarterly Call Reports with the OCC

• Drive monthly, quarterly, and annual regulatory reporting — internal and external

• Complete month-end close activities and account reconciliations

• Respond to audit, compliance, and tax requests

• Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs

• Identify inefficiencies and build automated, scalable solutions

• Undertake and manage special projects and other reporting needs as required

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Required

• Demonstrated knowledge of GAAP accounting principles and financial reporting standards
• Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting

Preferred

• Comfortable working in a fast-paced, demanding environment
• Bachelor's or Master's degree in Accounting
• CPA certified or actively pursuing licensure
• Experience in public accounting
• Hands-on experience with enterprise systems including PeopleSoft, Workiva, and Essbase
• Advanced proficiency in Microsoft Excel — pivot tables and complex formulas

Related Skills

Accountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement, Collaboration, Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic Thinking

Anticipated Posting End Date:

2026-07-28

Base Pay Range: $59,800/yr - $105,000/yr

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). 

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

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.

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 on