Sr Financial Analyst
TIAA•Frisco, TX
•$59,800 - $105,000•Onsite
About The Position
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).
Requirements
- Demonstrated knowledge of GAAP accounting principles and financial reporting standards
- Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting
Nice To Haves
- 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
Responsibilities
- 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
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
Mid Level
Education Level
Associate degree
