Sr. Mgr. Business Unit Finance

TIAA • Frisco, TX

4d

About The Position

Business Unit Finance Retirement Solutions finance is seeking a driven self-starter who enjoys problem solving and leading in a fast-paced environment. This position will be responsible for the Financial Planning & Analysis for the Retirement Solutions business focused on flows, assets and revenue as well as some exposure to expenses. This role requires close collaboration with finance leadership and coordination across the business. A successful candidate will have a quantitative skillset, ability to solve complex challenges, and maturity to navigate senior stakeholders.

Requirements

• 5+ years of financial planning and analysis or corporate finance experience with preference for AUM reporting experience and experience in Insurance
• 5+ years in financial services finance or accounting
• BS/BA degree in Accounting, Finance, or Economics
• Knowledge of Oracle Systems: Hyperion Essbase/SmartView and EBPCS
• Knowledge of Tableau and Snowflake
• Strength in problem solving across disciplines, leading complex projects, and building rapport with stakeholders
• Highly organized, strong attention to detail and ability to multi-task
• Natural curiosity and systematic approach to streamlining processes and reporting
• Ability to wear multiple hats, acting as a financial reporting and analysis guru, internal consultant, and business strategist
• Hyperion experience
• Knowledge and exposure of Oracle Systems
• Accountability
• Adaptability
• Business Acumen
• Collaboration
• Communication
• Critical Thinking
• Executive Presence
• Financial Analysis
• Influence
• Organizational Savviness
• Relationship Management
• Stakeholder Engagement
• Story Telling
• Strategic Thinking

Nice To Haves

• 7+ years of financial planning and analysis or corporate finance experience with preference for AUM reporting experience and experience in Insurance

Responsibilities

• Performs annual plan and re-forecasting activities for flows, assets and revenue including updating/evolving forecast models for accuracy and completeness and working with business and finance leaders.
• Analyzes financial results to identify drivers and explain key variances.
• Produces financial reports including concise commentary with key insights that help to inform business and financial decisions.
• Designs ad hoc reports as needed.

Benefits

• 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 ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees