Sr Financial Analyst

Nuveen; Dallas (TX); On-site; USD 60,000 - 105,000; Full time

Job summary

TIAA Trust, N.A. is seeking a qualified accounting professional to assist with GAAP financial statements, footnote disclosures, and regulatory reporting for OCC Call Reports. The role supports day-to-day accounting for TIAA Trust, N.A.

and TIAA Wealth Investment Management (WIM). The ideal candidate has 3+ years of experience (5+ preferred), a Bachelor's or Master's in Accounting, CPA or pursuing licensure, and proficiency with PeopleSoft, Workiva, and Essbase.

Qualifications

• Demonstrated knowledge of GAAP accounting principles and financial reporting standards.
• Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting.
• Ability to perform in a fast-paced, demanding environment and adapt quickly.

Responsibilities

• Prepare GAAP financial statements and footnote disclosures for audit and regulatory needs.
• File and manage quarterly Call Reports with OCC and drive monthly, quarterly, and annual regulatory reporting.
• Complete month-end close activities and account reconciliations; respond to audits, compliance, and tax requests.
• Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs.
• Identify inefficiencies and build automated, scalable solutions; manage special projects as required.

Skills

GAAP accounting

Financial reporting

Regulatory reporting

Audit responsiveness

Excel analytics

Stakeholder engagement

Financial acumen

Education

Bachelor's or Master's degree in Accounting

CPA certification or pursuing licensure

Tools

PeopleSoft

Workiva

Essbase

Job description

This position is responsible for assisting with the preparation of audited financial statements and other regulatory filings for TIAA Trust, National Association. This position will also assist with day-to-day accounting for TIAA Trust, N.A. and TIAA Wealth Investment Management (WIM).Key Responsibilities and DutiesPrepare GAAP financial statements and footnote disclosuresFile and manage quarterly Call Reports with the OCCDrive monthly, quarterly, and annual regulatory reporting — internal and externalComplete month-end close activities and account reconciliationsRespond to audit, compliance, and tax requestsCollaborate with Trust Operations, Trust Administration, Vendor Management, and BFOsIdentify inefficiencies and build automated, scalable solutionsUndertake and manage special projects and other reporting needs as requiredEducational RequirementsUniversity (Degree) PreferredWork Experience3+ Years Required; 5+ Years PreferredPhysical RequirementsPhysical Requirements: Sedentary WorkCareer Level7ICRequiredDemonstrated knowledge of GAAP accounting principles and financial reporting standardsHands-on experience in financial statements preparation, financial reporting, and regulatory reportingPreferredComfortable working in a fast-paced, demanding environmentBachelor's or Master's degree in AccountingCPA certified or actively pursuing licensureExperience in public accountingHands-on experience with enterprise systems including PeopleSoft, Workiva, and EssbaseAdvanced proficiency in Microsoft Excel — pivot tables and complex formulasRelated SkillsAccountability, Accounting Standards, Adaptability, Business Acumen, Business Process Improvement, Collaboration, Communication, Compliance, Financial Acumen, Generally Accepted Accounting Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic ThinkingAnticipated Posting End Date:2026-08-25Base Pay Range: $59,800/yr - $105,000/yrActual 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)._____________________________________________________________________________________________________Company OverviewEvery 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.Our Culture of ImpactAt 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 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 .Equal OpportunityWe 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.Accessibility SupportTIAA 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: [phone]Email: [e-mail] and Smoking PolicyTIAA maintains a drug-free and smoke/free workplace.