Senior Financial Analyst in Redwood City, California | DiversityInc Careers
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Senior Financial Analyst


As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.

When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.

To be difference makers.

For more information about TIAA, visit our website.


The position supports the Institutional Investment & Endowment Services (IIES) business line, and the TIAA Endowment and Philanthropic Services (TEPS) Division. The Sr Financial Analyst would play a vital role in maintaining the integrity of business financial operations through supporting the budgeting, flows & revenue reporting, billing & accounts receivable management for TEPS 150+ clients, and supporting the production of legal entity financial statements while providing Business Leaders and Management Teams with decision support through the use of management reporting, future-focused analytics, predictive modeling capabilities, decision tools and problem-solving support. This position assists in our businesses financial planning, budgeting and forecasting requirements and partners with the CFP&A team to achieve accurate allocation of expense alignment to Product Lines and Legal Entities.


Preparing monthly financial, budget/forecast, scorecard, and variance reports

Contributes to multiyear budgeting for flows, revenue, and expenses

Processes quarterly client invoices for accuracy and monitors Accounts Receivables

Perform General Ledger & Financial Report maintenance; responsible for review & timely posting of entries

Maintain substantiation documentation for general balance sheet itess, reconciles monthly ledger closing, including prepaid expenses, fixed assets, accounts receivable, capital projects, and liaiblities

Evaluate client relationships for pricing and profitability

Reviews business area process documentation, evaluates controls and develop procedure documentation; assists with perioidic reviews & audits

Assist with project management and perform ad hoc analysis



4 plus years of accounting/analysis experience

Strong Excel user (pivot tables, advanced formulas including vlookup and embedded formulas, arrays, data analysis functions, charts, conditional formatting, etc)


Degree in Accounting, Finance, Economics

Experience in the preparation and review of invoices and receivables management

Ability to analyze complex general ledger account balances and the transactions contained therein, for reasonableness, accuracy, and compliance with generally accepted accounting principals.

Understanding of the monthly financial close process, including journal entry preparation & review, sub-ledger and supporting schedule documentation, initial review of financial statements and ability to timely and effectively idenitfy concerns to management.

Effective in partnering with non finance & accounting business departments/ areas to understand their issues and perform analysis to assist them in the evaluation of their budgets & operations. Strong interpersonal communication and business writing skills.

Experience with Hyperion, Essbase, MS Office, and Peoplesoft financial systems

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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as 'protected characteristics').

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017