Senior Financial Analyst, Forecasting & Strategic Insights

TIAA; Frisco (TX); On-site; USD 84,000 - 104,000; Full time

Job summary

Nuveen seeks a Senior Financial Analyst to review and analyze financial results, build models, and provide insights to senior management. You will forecast, re-forecast, and monitor close processes, while guiding junior analysts and presenting key findings to leadership.

The role emphasizes analytic rigor, data handling of large datasets, and knowledge of Nuveen products/services, supporting strategic financial decisions.

Qualifications

• 3+ years experience in asset management industry or finance
• 5+ years experience in asset management industry or finance
• University degree in Accounting, Economics, or Finance
• Strong proficiency using Microsoft Excel
• Proficiency in financial modeling
• Experience working with large data sets
• Experience in executive presentation preparation and/or previous exposure to senior leaders
• Knowledge of Nuveen products/services

Responsibilities

• Analyze monthly financial results with models to identify drivers and variances.
• Review forecasts and modeling to ensure results are timely and accurate.
• Lead re-forecasting and updating forecast models.
• Monitor general ledger journal entry postings during the closing process to help ensure statements are accurate.
• Review ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Review financial reports and presentations for management that inform business and financial decisions.
• Provide support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

Skills

Excel

Financial modeling

Data analysis

Executive presentation

Nuveen products

Education

University degree in Accounting/Economics/Finance

Job description

Nuveen seeks a Senior Financial Analyst to review and analyze financial results, build models, and provide insights to senior management. You will forecast, re-forecast, and monitor close processes, while guiding junior analysts and presenting key findings to leadership.

The role emphasizes analytic rigor, data handling of large datasets, and knowledge of Nuveen products/services, supporting strategic financial decisions.