Senior Analyst – Financial Reporting
About The Position
TIAA is seeking a Senior Analyst for the Statutory Financial Reporting team, which is responsible for regulatory and analytical reporting for TIAA. This role will be responsible for the preparation and analysis of quarterly financial reporting for key stakeholders including senior management, external auditors, and regulators, as well as the annual audited financial statements. This role will partner with associates across Treasury, Legal, Actuarial and other areas of the Controllership, including the investment accounting and reporting team. This is an excellent opportunity to learn about TIAA’s financial results and interact with teams across the organization.
Requirements
- 3+ years of relevant experience in financial reporting or a related field.
- Proven experience in financial statement preparation and reporting.
- Experience in analytical reviews of financial statements.
- Demonstrated ability to work cross-functionally within a large organization.
- Organizational skills with the ability to manage multiple priorities and deadlines simultaneously.
- Proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, OneNote, and SharePoint.
Nice To Haves
- 5+ years of relevant experience in financial reporting or a related field.
- Strong written and verbal communication skills with the ability to present financial information clearly to diverse audiences.
- Experience working with internal and external auditors.
- Experience with Workiva reporting software.
- Knowledge of Insurance Statutory Accounting.
- Knowledge of the annuity insurance and/or reinsurance industry is a plus.
- Certified Public Accountant (CPA) or actively pursuing CPA.
Responsibilities
- Responsible for compilation of financial statement footnotes for the National Association of Insurance Commissioners (“NAIC”) reporting and the audited statutory financial statements ensuring compliance with required disclosures (NAIC instructions and Statutory Audit Disclosure Checklist)
- Maintain knowledge and familiarity with Statutory Accounting Principles to assist in analysis.
- Supports New York State Department of Financial Services (“NYSDFS”) inquiries, Industry Rating Agency Surveys, NAIC Management’s Discussion and Analysis, and other key regulatory reports.
- Responsible for the completion of the TIAA quarterly fluctuation reports used by key stakeholders, including senior management, external auditors and regulators.
- Perform analytical procedures over quarterly reports including researching and resolving identified issues and documenting key drivers of financial results.
- Assist with the preparation and delivery of various other formal and ad hoc reporting requests (e.g. Employee Benefit Plan financial statements, Form-F, Holding Company Analysis, etc.)
- Maintain key business partner relationships to assist in research of key financial fluctuations.
- Maintain controls and documentation over the financial reporting processes and work with both internal and external audit teams
- Support external auditor (PwC) requests
- Collaborate with and provide guidance to offshore team members to ensure timely and accurate completion of deliverables
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
