Sr Financial Analyst - Wealth Management BFO

TIAA • Frisco, TX

100d • $81,000 - $104,000 • Hybrid

About The Position

The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions.

Requirements

• 3 + years of finance or finance related business experience.
• Bachelor's degree in Finance, Accounting, or Business.

Nice To Haves

• 5 + years of finance experience.
• Business case development skills.
• Executive presentation abilities using data visualization.
• Consultative and relationship management skills.
• Strong financial statement analysis capabilities.
• Self-directed executive communication skills.
• Financial services background (wealth management, trust, banking, etc.).
• Critical thinking and proactive problem-solving abilities.
• Excellent communication at all levels.
• Proficiency with Hyperion and Essbase.
• Advanced skills in Excel, PowerPoint, think-cell, and Tableau.
• Track record creating executive presentations with analysis.
• Flexible, detail-oriented, and driven personality.

Responsibilities

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

Benefits

• Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
• Superior retirement program.
• Highly competitive health, wellness and work life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree