Senior Financial Analyst

TIAA

Senior Financial Analyst preparing GAAP statements and OCC Call Reports for TIAA Trust. Supporting accounting, regulatory reporting, reconciliations, audits, and scalable process improvements.

Posted 8/4/2026full-timeDallas • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $59,800 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in GAAP financial reporting and regulatory compliance, with a strong ability to prepare financial statements and manage complex reporting processes. Proficient in leveraging tools like PeopleSoft and advanced Excel for efficient financial analysis and reporting.

Highest-signal resume keywords

GAAP Accounting PrinciplesFinancial Statement PreparationRegulatory ReportingCPA CertificationAdvanced Microsoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingAccount ReconciliationMonth-End Close ActivitiesAudit ResponseTax Compliance

Soft Skills

CollaborationProblem SolvingAdaptability

Tools & Technologies

PeopleSoftWorkivaEssbase

Certifications & Qualifications

CPA Certification

Industry Keywords

GAAPRegulatory ComplianceCall ReportsFinancial StatementsPublic Accounting

About the role

Key responsibilities & impact

Prepare GAAP financial statements and footnote disclosures
File and manage quarterly Call Reports with the OCC
Drive monthly, quarterly, and annual internal and external regulatory reporting
Complete month-end close activities and account reconciliations
Respond to audit, compliance, and tax requests
Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs
Identify inefficiencies and build automated, scalable solutions
Undertake and manage special projects and other reporting needs as required

Requirements

What you’ll need

3+ years of work experience required
Demonstrated knowledge of GAAP accounting principles and financial reporting standards
Hands-on experience preparing financial statements and performing financial and regulatory reporting
Comfortable working in a fast-paced, demanding environment
Bachelor's or Master's degree in Accounting preferred
CPA certification or active pursuit of licensure preferred
Experience in public accounting preferred
Hands-on experience with PeopleSoft, Workiva, and Essbase preferred
Advanced proficiency in Microsoft Excel, including pivot tables and complex formulas
Career Level 7IC required

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Learning experiences and development pathways
Incentive program linked to performance may be included, depending on the role