Associate - Business Finance Specialist

Nuveen; Mumbai; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

TIAA Global Capabilities seeks a Business Finance Specialist to support AUM, Cap Raise, and expense consolidation, with analytics, data validation, and reporting across fund operations. You will help ensure accurate AUM, flows, and related metrics, informing senior management decisions.

Under supervision, you will analyze financial results, build dashboards, validate data, and assist junior FP&A teammates to produce timely insights and high-quality reporting for strategic decisions.

Qualifications

• 8+ years of experience in financial planning & analysis
• Experience with ABOR/IBOR concepts and regulatory reporting
• Strong data validation and high-quality reporting
• Proficient in dashboard creation using Power BI/Tableau

Responsibilities

• Interprets monthly financial results via models to explain variances to senior management
• Builds and maintains dashboards/reports in Power BI, Tableau, and Excel
• Reviews forecasts and modeling for timeliness and accuracy
• Participates in re-forecasting and updates to forecast models
• Updates GL postings during closing to ensure accuracy of financial statements
• Examines ad hoc reports comparing results to budgets/forecasts
• Ensures financial operations align with strategic goals
• Provides guidance to junior FP&A team members

Skills

Financial analysis

Data validation

Variance analysis

Power BI

Tableau

Excel

ABOR

IBOR

Forecasting

Reconciliation

Mentoring

Communication

Strategic thinking

Education

University (Degree)

Tools

Power BI

Tableau

Excel

Job description

Business Finance Specialist

The Associate Business Finance job is responsible for supporting AUM / Cap Raise / Expense consolidation, analytics, reporting, and data quality across the fund business. Through financial analysis, data validation, reconciliation, and reporting support, this job helps ensure that AUM, flows, and related metrics are accurate, complete, and timely. Under supervision, this job also provides analytical support and insights that senior team members and management use to inform business and financial decisions.

Key Responsibilities and Duties

• Interprets monthly financial results through financial models to identify drivers, explain key variances and inform recommendations to senior management.
• Builds and maintains management dashboards and reports using Power BI, Tableau, and Excel, supporting self-serve consumption and reducing manual reporting effort.
• Reviews forecasts and modeling to ensure results are timely and accurate.
• Participates in re-forecasting activities and updating/evolving forecast models.
• Updates general ledger journal entry postings during the closing process to help ensure that financial statements are accurate.
• Examines ad hoc reports that analyze financial results versus budget/forecasts.
• Ensures the financial operations are in alignment with the organization's strategic goals and vision.
• Applies working knowledge of ABOR and IBOR concepts to support reconciliation and understand how these systems feed regulatory and financial reporting.
• Proofreads financial reports and presentations to be delivered to management that inform business and financial decisions.
• Provides support to junior Financial Planning & Analysis team members regarding challenges that require more advanced knowledge and experience.

Educational Requirements

University (Degree)

Preferred Work Experience

8+ Years Required; 10+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work Career Level 7IC .

Related Skills

• Accountability
• Adaptability
• Business Acumen
• Collaboration
• Continuous Improvement Mindset
• Critical Thinking
• Data-Based Decision Making
• Financial Acumen
• Financial Analysis
• Influence
• Relationship Management
• Story Telling
• Strategic Thinking
• TIAA Products/Services Acumen
• Variance Analysis

Company Overview

TIAA Global Capabilities was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA Global Capabilities is focused on building a scalable and sustainable organization , with a focus on technology , operations and expanding into the shared services business space. Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity. 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 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.

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.

Nondiscrimination & Equal Opportunity Employment TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.

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