Trainee - Financial Plan & Analysis

TIAA; Mumbai; On-site; INR 150,000 - 210,000; Full time

Job summary

TIAA India is offering a Trainee position that supports the FP&A function by collecting financial information and assisting in preparing presentations to forecast business performance. Under close supervision, you will learn to analyze internal financial data and economic conditions.

The role emphasizes developing dashboards using Power BI, Tableau and Excel, and requires attention to confidentiality. Educational requirements include high school completion; prior experience is not required

Qualifications

• High School preferred.
• No professional experience required; 2+ years preferred.
• Role supports FP&A processes and dashboards using Power BI, Tableau, and Excel.

Responsibilities

• Provides administrative support and conducts simple finance reconciliations and reporting for the financial planning and analysis department.
• Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends.
• Brings inconsistencies and problems to the attention of management, along with proposals for resolution.
• Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
• Protects organization value by keeping information confidential and cautions others regarding potential breaches.

Education

High School Preferred

Tools

Power BI

Tableau

Excel

Job description

Trainee

The Trainee, TIAA India provides administrative support for work that focuses on short and long-term financial planning and/or financial analysis of business operations for the purpose of measuring and forecasting future business performance. Under close supervision, this job collects financial information and assists in the preparation of financial presentations to support the analysis of internal financial information, economic conditions, and financial modeling to measure and forecast potential impacts of financial transactions and corporate development activities.

The Trainee, TIAA India provides administrative support for work that focuses on short and long-term financial planning and/or financial analysis of business operations for the purpose of measuring and forecasting future business performance. Under close supervision, this job collects financial information and assists in the preparation of financial presentations to support the analysis of internal financial information, economic conditions, and financial modeling to measure and forecast potential impacts of financial transactions and corporate development activities.

Key Responsibilities And Duties

• Provides administrative support and conducts simple finance reconciliations and reporting for the financial planning and analysis department.


• Prepares financial planning information and reports by collecting, analyzing, and summarizing data and trends.


• Brings inconsistencies and problems to the attention of management, along with proposals for resolution.


• Assists in the preparation of financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.


• Protects organization value by keeping information confidential and cautions others regarding potential breaches.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

3IC

The role will be responsible for supporting FP&A processes within Nuveen across AUM, Cap Raise, Revenue, and Expense workstreams, involving analysis of numbers from various finance systems and source data, preparation of reporting and variance analysis, and support of monthly and quarterly close and consolidation processes to ensure timely and accurate reporting. The role will also build and maintain management dashboards and reports using Power BI, Tableau, and Excel, and investigate and resolve discrepancies across systems & drive process improvements.

Related Skills

Agile Methodology, Continuous Integration and Deployment, Data Analysis, Debugging, DevOps, Enterprise Application Integration, Operating Systems Management, Problem Solving, Programming, Software Development, Software Development Life Cycle, Web Application Development

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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.

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.

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