Financial Analyst II

TIAA

Financial Analyst II responsible for preparing financial analysis and insights at TIAA. Collaborating with senior management for informed business and financial decisions with financial modeling and reporting.

Posted 6/18/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $89,700 per yearWebsite

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.

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.

Benefits

Comp & perks

superior retirement program
highly 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 posting

Soft Skills

organizational skillsability to manage multiple prioritiescross-functional collaboration