Senior Analyst – Financial Reporting

TIAA

Senior Analyst responsible for regulatory and analytical financial reporting for TIAA. Collaborates with various teams for quarterly and annual financial statements.

Posted 5/6/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $73,300 - $103,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for compilation of financial statement footnotes for NAIC reporting and the audited statutory financial statements ensuring compliance with required disclosures.
Maintain knowledge and familiarity with Statutory Accounting Principles to assist in analysis.
Supports 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.
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.
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 requests.
Collaborate with and provide guidance to offshore team members to ensure timely and accurate completion of deliverables.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement preparationfinancial reportinganalytical reviewsStatutory Accounting Principlesfinancial analysisdocumentationreporting proceduresaudit supportfinancial fluctuation analysisregulatory compliance

Soft Skills

organizational skillscross-functional collaborationcommunication skillsrelationship managementproblem-solvingtime managementattention to detailteam guidancepresentation skillsmulti-tasking

Certifications

Certified Public Accountant (CPA)