2027 Early Talent Internship: Accounting (OCFO)

TIAA•Charlotte, NC

22h•Onsite

About The Position

Throughout the intensive 10-week summer program, participants engage in a structured professional development curriculum featuring: Comprehensive training modules, Executive speaker series, Educational workshops, Mentorship programs, and Cohort-based learning experiences. This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business Management, Corporate Strategy and Development, Financial Analysis and Accounting, Human Resources, Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management. Key Roles and Duties: Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes. Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making. Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams. Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives. Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory. Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions. Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape. Key Responsibilities And Duties: Interns may support 2 main finance groups: Business Finance Office (BFO) & Corporate Financial Planning and Analysis (CFP&A). Interns provide the Executive Committee (EC) and Business Areas with decision support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support to help drive financial planning, budgeting and forecasting requirements. This is an exciting opportunity for potential candidates to apply their knowledge to a strategically aligned initiative within the Finance organization including: Budgeting, planning, forecasting, analysis, as well as, financial stewardship and counsel. Present and clearly articulate the financial results of the business, as well as provide variance commentaries to business partners. Develop models / tools for early identification of financial trends and drivers for use across business segments. Make recommendations for issue resolution; maintain and improve current financial models. Collaborate with business areas to develop operational and financial health metrics and measures. Incorporate of productivity and continuous improvement methodologies to ensure long-term success. Create transparency around cost allocations to drive business-focused discussions. Other opportunities may exist within the following finance organizations: Corporate Treasury: Supports the cash management and liquidity strategy, bank account management and capital market activities of the enterprise in an accurate and timely manner. Operations including Global Supplier Services GSS: Provides best-in-class supplier governance and is committed to value creation and innovation. The roles within GSS support three paths to include Sourcing, Procurement, Vendor Management and Technology & Operations. TIAA Ventures: Invest in startups that are pioneering new business models and technologies relevant to TIAA’s businesses and clients. Controllership Organization (Accounting & Corporate Tax).

Requirements

Currently enrolled in a degree-seeking program with expected graduation date between May 2028 – June 2029
Minimum GPA of 3.0
Must have authorization to work in the U.S., and not require current or future work visa sponsorship to retain authorization to work in the U.S.
Minimum of 2 years of working knowledge or academic experience in using Microsoft Office products or similar products (Word, PowerPoint, Excel, Outlook)

Nice To Haves

Currently pursuing a Bachelor’s in related fields including Accounting, Actuarial Science, Business Administration, Economics, Finance, Mathematics, Data Analytics, Risk Management, Statistics, Supply Chain, or similar degree programs
Internship experience is a plus
Excellent communication, presentation, problem solving/analytical skills
Proven ability to prioritize tasks and deliver on commitments
Previous internship or work experience a plus
Demonstrated interest within the investment management industry is preferred
Independent and original thinker
Self-discipline and self-motivation
Strong level of integrity with an entrepreneurial spirit

Responsibilities

Support high-impact business initiatives by contributing to meaningful projects that directly support business objectives and client outcomes
Collaborate on strategic presentations and research projects, contributing to PowerPoint and Excel deliverables and analytical materials that inform key business decision-making
Support a variety of projects by helping to coordinate project materials and meetings to ensure seamless information flow across teams
Drive independent research initiatives to gather market intelligence, competitive analysis, and supporting documentation that advances business objectives
Immerse yourself in professional development opportunities through exclusive access to executive speaker series, specialized training programs, and networking events designed to accelerate your career trajectory
Explore diverse career pathways by working alongside professionals across multiple departments and gaining hands-on experience in various business functions
Build comprehensive industry expertise while developing deep knowledge of TIAA's culture, values, and position within the financial services landscape
Interns may support 2 main finance groups: Business Finance Office (BFO) & Corporate Financial Planning and Analysis (CFP&A).
Interns provide the Executive Committee (EC) and Business Areas with decision support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support to help drive financial planning, budgeting and forecasting requirements.
Budgeting, planning, forecasting, analysis, as well as, financial stewardship and counsel.
Present and clearly articulate the financial results of the business, as well as provide variance commentaries to business partners.
Develop models / tools for early identification of financial trends and drivers for use across business segments.
Make recommendations for issue resolution; maintain and improve current financial models.
Collaborate with business areas to develop operational and financial health metrics and measures.
Incorporate of productivity and continuous improvement methodologies to ensure long-term success.
Create transparency around cost allocations to drive business-focused discussions.
Supports the cash management and liquidity strategy, bank account management and capital market activities of the enterprise in an accurate and timely manner.
Provides best-in-class supplier governance and is committed to value creation and innovation.
Invest in startups that are pioneering new business models and technologies relevant to TIAA’s businesses and clients.