Sr. Mgr. Business Unit Finance

Business Unit Finance

Retirement Solutions finance is seeking a driven self-starter who enjoys problem solving and leading in a fast-paced environment. This position will be responsible for the Financial Planning & Analysis for the Retirement Solutions business focused on flows, assets and revenue as well as some exposure to expenses.

This role requires close collaboration with finance leadership and coordination across the business. A successful candidate will have a quantitative skillset, ability to solve complex challenges, and maturity to navigate senior stakeholders.

Key Responsibilities and Duties

• Performs annual plan and re-forecasting activities for flows, assets and revenue including updating/evolving forecast models for accuracy and completeness and working with business and finance leaders.

• Analyzes financial results to identify drivers and explain key variances.

• Produces financial reports including concise commentary with key insights that help to inform business and financial decisions.

• Designs ad hoc reports as needed.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Qualifications:

Required:

• 5+ years of financial planning and analysis or corporate finance experience with preference for AUM reporting experience and experience in Insurance

• 5+ years in financial services finance or accounting

Preferred:

• 7+ years of financial planning and analysis or corporate finance experience with preference for AUM reporting experience and experience in Insurance

• BS/BA degree in Accounting, Finance, or Economics

• Knowledge of Oracle Systems: Hyperion Essbase/SmartView and EBPCS

• Knowledge of Tableau and Snowflake

• Strength in problem solving across disciplines, leading complex projects, and building rapport with stakeholders

• Highly organized, strong attention to detail and ability to multi-task

• Natural curiosity and systematic approach to streamlining processes and reporting

• Ability to wear multiple hats, acting as a financial reporting and analysis guru, internal consultant, and business strategist

• Hyperion experience

• Knowledge and exposure of Oracle Systems

Related Skills

Accountability, Adaptability, Business Acumen, Collaboration, Communication, Critical Thinking, Executive Presence, Financial Analysis, Influence, Organizational Savviness, Relationship Management, Stakeholder Engagement, Story Telling, Strategic Thinking

Anticipated Posting End Date:

2026-04-14

Base Pay Range: $95,100/yr - $139,000/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).

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Company Overview

Every 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 we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need 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.

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: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

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

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

For Applicants of TIAA Global Capabilities, click here ( .

For Applicants of Nuveen residing in Europe and APAC, please click here ( .

TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .

• For Applicants of TIAA Global Capabilities, click here ( .

• For Applicants of Nuveen residing in Europe and APAC, please click here ( .

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.

EEO is the Law ( EEOC\ KnowYourRights-1688394514088.pdf)

Pay Transparency

Philadelphia Ban the Box (