Sr Manager, Business Unit Finance - P&BD

Business Unit Finance

The Business Unit Finance Sr Manager provides support to the OCFO organization by reviewing and analyzing the financial results of the P&BD organization. Through business analysis, financial record-keeping, modeling and forecasting, this job helps drive the strategic direction of the business unit. Under minimal supervision, this job also provides financial insights that senior management of the business unit uses to inform business and financial decisions.

Key Responsibilities and Duties

• Reviews monthly financial results to identify drivers, explain key variances and inform business unit recommendations to senior management.
• Develops and maintains complex models to evaluate financial impact and economics of large transformational strategic initiatives.
• Reviews relevant financial data, using various tools, techniques, and technologies to manage and interpret different and varying volumes of information; synthesizes pertinent information to improve and enhance business outcomes.
• Monitors 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.
• Examines ad hoc business unit reports that analyze business unit financial results versus budget/forecasts.
• Ensures the business unit's operations are in alignment with the organization's strategic goals and vision.
• Reviews and modifies financial reports and presentations for management that inform business and financial decisions.
• Provides guidance to junior Financial Planning & Analysis team members regarding challenges that require more advanced knowledge and experience.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5 Years Required; 7 Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

REQUIRED QUALIFICATIONS:

• 5 years' experience in financial services, retirement, or insurance industries with experience in financial planning & analysis, and business support

PREFERRED QUALIFICATIONS:

• 7 years' experience in financial services, retirement, or insurance industries with experience in financial planning & analysis, and business support
• Bachelor's degree in accounting, Economics, Finance, Actuarial Science, or Mathematics
• Master's degree preferred
• Successful completion of 2-4 SOA examinations
• Expert proficiency in financial modeling
• Experience visualizing solutions and using critical thinking and systems design thinking to solve complex problems
• Experience with executive presentation preparation, and previous exposure to senior leaders
• Demonstrates a drive for curiosity and continuous improvement mindset by exploring, investigating, and applying learnings to enhance effectiveness and quality
• Experience using Smart View and Essbase, Tableau, and think-cell
• Expert proficiency with Microsoft Excel and PowerPoint
• Experience with Oracle Planning System
• Knowledge of TIAA's products/services

#LI-CS1

Base Pay Range: $91,500/yr. - $152,500/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

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. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: [email protected]

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