Financial Analyst Financial Reporting Jobs in Dallas, TX

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 Level
7IC

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.

Anticipated Posting End Date:

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).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The 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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.