TIAA

Financial Planning and Analysis

• Prepares timely and accurate GAAP work papers and supporting schedules
• Prepares investor reporting, including financial statements, capital statements
• Monitors product budgets and prepare accruals and payment requests
• Monitors product cash flows and capital needs
• Prepares capital calls, distributions, and fund rebalancing
• Calculates performance returns and fees payable
• Supports the annual audit process
• Collaborates with fund administrators and custodians

Senior Investment Accountant – Private Funds Finance

Consultant

• Delivers virtual financial planning meetings with clients preparing for retirement
• Takes inbound calls from clients seeking advice on the use of TIAA’s investment products
• Makes outbound calls to clients to follow-up on referrals from the organization's business partners
• Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools
• Assesses the complexities of the client and determines the right tools and solutions that fit their needs

Retirement Income Consultant – Multi-lingual

• Deliver superior customer service and specialize subject matter expertise to tax clients.
• Serve as a subject matter expert to the wealth management business in income, estate, gift, and fiduciary tax.
• Communicate with senior leadership team to provide operational strategies and efficiency opportunities.
• Represent the business to various taxing agencies.
• Serve as liaison between outside tax preparation vendor and TIAA.
• Participate in projects to support TIAA and business initiatives.
• Responsible for the analysis of GST trusts in partnership with the business.
• Support the preparation and implementation of tax filings of trusts and estates.

Senior Trust Tax Analyst

• Responsible for accounting analysis of various real estate holdings.
• Identifies, analyses and resolves variances generated by the reconciliation process.
• Preparation of monthly journal entries and account reconciliations, including valuation adjustments for appraisals.
• Review of monthly reporting packages received from the property management company.
• Supplying property information to valuations team each month for quarterly appraisals.
• Monthly/quarterly accounting responsibilities including communication with property management company accountants.
• Close interaction with internal and external business partners, including auditors and tax preparers.

Investment Accountant I – Real Estate

Business Analyst

• Provides senior level consulting services to business groups on process improvement projects designed to improve IT and business management results.
• Develops and implements new processes, standards or operational plans that will have impact on the achievement of functional results.
• Participates in defining and formulating senior leadership’s IT strategy through the review of business objectives and value proposition.
• Advises senior leadership on future business direction and aligns IT with business priorities, strategies, and operating models.
• Recommends solutions or improvements to business processes that can be accomplished through new technology or alternative uses of existing technology.
• Coaches, reviews and delegates work to lower level professionals.

Senior Business Analyst – Eagle Performance, Reporting

Actuary

• Develops actuarial analyses related to the company's actuarial liabilities and capital
• Performs experience studies and assumption development for annuity and life insurance business
• Develops asset and liability modeling and analyses including financial projections and stress testing
• Performs valuations of actuarial reserves and liabilities
• Tests retirement plans for compliance with non-discrimination rules
• Develops annuity products, pricing, and policyholder illustrations