TIAA · Dallas, TX

Sr Financial Analyst at TIAA — Dallas, TX

Full-timeDallas, TX$59,800–$59,800/yearPosted 2026-07-22Apply on Workday
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Full 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 Duties

  • Prepare GAAP financial statements and footnote disclosures
  • File and manage quarterly Call Reports with the OCC
  • Drive monthly, quarterly, and annual regulatory reporting — internal and external
  • Complete month-end close activities and account reconciliations
  • Respond to audit, compliance, and tax requests
  • Collaborate with Trust Operations, Trust Administration, Vendor Management, and BFOs
  • Identify inefficiencies and build automated, scalable solutions
  • Undertake and manage special projects and other reporting needs as required

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level 7IC

Required

  • Demonstrated knowledge of GAAP accounting principles and financial reporting standards
  • Hands-on experience in financial statements preparation, financial reporting, and regulatory reporting

Preferred

  • Comfortable working in a fast-paced, demanding environment
  • Bachelor's or Master's degree in Accounting
  • CPA certified or actively pursuing licensure
  • Experience in public accounting
  • Hands-on experience with enterprise systems including PeopleSoft, Workiva, and Essbase
  • Advanced proficiency in Microsoft Excel — pivot tables and complex formulas

Related Skills

Accountability, 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 Thinking

Anticipated Posting End Date:

2026-07-28

Base Pay Range: $59,800/yr - $105,000/yr

Company Overview

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