TIAA is seeking a Senior Analyst for the Statutory Financial Reporting team, which is responsible for regulatory and analytical reporting for TIAA. This role will be responsible for the preparation and analysis of quarterly financial reporting for key stakeholders including senior management, external auditors, and regulators, as well as the annual audited financial statements. This role will partner with associates across Treasury, Legal, Actuarial and other areas of the Controllership, including the investment accounting and reporting team. This is an excellent opportunity to learn about TIAA's financial results and interact with teams across the organization.
Key Responsibilities and Duties- Responsible for compilation of financial statement footnotes for the National Association of Insurance Commissioners ("NAIC") reporting and the audited statutory financial statements ensuring compliance with required disclosures (NAIC instructions and Statutory Audit Disclosure Checklist)
- Maintain knowledge and familiarity with Statutory Accounting Principles to assist in analysis.
- Supports New York State Department of Financial Services ("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, including senior management, external auditors and regulators.
- 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 (e.g. Employee Benefit Plan financial statements, Form-F, Holding Company Analysis, etc.)
- 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 (PwC) requests
- Collaborate with and provide guidance to offshore team members to ensure timely and accurate completion of deliverables
Educational Requirements- University (Degree) Preferred
Work Experience- 3+ Years Required; 5+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level7IC
Required Skills:- 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.
Preferred Skills:- 5+ years of relevant experience in financial reporting or a related field.
- 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.
Related Skills
Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling
Anticipated Posting End Date:2026-06-09
Base Pay Range: $73,300/yr - $103,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
