Sr Financial Analyst - Nuveen Finance FP&A

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

The Senior Financial Analyst is responsible for reviewing and analyzing financial results of the organization. Through financial modeling, this job reviews the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Under minimal supervision, this job provides financial insights that senior management uses to inform business and financial decisions.

Key Responsibilities and Duties

• Analyzes monthly financial results through financial models to identify drivers and explain key variances.
• Reviews forecasts and modeling to ensure results are timely and accurate.
• Leads re-forecasting activities and updating/evolving forecast models.
• Monitors general ledger journal entry postings during the closing process to help ensure that financial statements are accurate.
• Reviews ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
• Reviews financial reports and presentations for management that inform business and financial decisions.
• Provides support to junior Financial Analysts regarding challenges that require more advanced knowledge and experience.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Required Qualifications

• 3+ years experience in asset management industry or finance

Preferred Qualifications

• 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

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

Anticipated Posting End Date

2026-11-02

Base Pay Range

Base Pay Range: $84,000/yr - $104,000/yr

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).

Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about 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.

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

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

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