Financial Analyst II

TIAA

Financial Analyst II at TIAA responsible for financial modeling and reporting. Analyzing financial results to inform business and financial decisions for over 100 years of client service.

Posted 6/3/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $65,800 - $90,400 per yearWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Prepares financial models that analyze monthly financial results in order to identify drivers and explain key variances.
Completes forecasts and modeling and ensures that results are timely and accurate.
Completes re-forecasting activities and updating/evolving forecast models.
Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
Prepares ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
Drafts financial reports and presentations for management that inform business and financial decisions.
Seeks guidance from senior management regarding challenges that require more advanced knowledge.

Requirements

What you’ll need

2+ 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.
3+ years of relevant experience in financial reporting or a related field (preferred).
Exceptional written and verbal communication skills with the ability to present financial information clearly to diverse audiences.
Experience working with Tableau, Hyperion/Essbase and AI tools.

Benefits

Comp & perks

retirement program
competitive health, wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingfinancial statement preparationanalytical reviewsjournal entry postingad hoc reporting

Soft Skills

organizational skillsability to manage multiple prioritiesexceptional written communicationexceptional verbal communicationcross-functional collaboration