TIAA Hiring for Sr Manager, FP&A – Nuveen Global Distribution Job at Chicago, IL Full Time

Key Responsibilities and Duties

• Preparing operating budgets with and for various departments to support organization’s expense management goals.
• Designing, preparing and distributing expense reports tracked against budget expectations.
• Working with various departments to assist with their expense management strategies and procedures.
• Working with junior staff to help them develop their expense management awareness and budget planning and tracking skills.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8IC

• 5+ years of experience in finance or accounting

• 7+ years of experience in finance or accounting
• BS/BA degree in Accounting or Finance.
• Completion of MBA or CFA
• Demonstrated experience in balancing both quantitative (P&L driven) and qualitative (economic, strategic) insights
• Experience in the asset management, insurance, or financial services industries
• Ability to navigate complex interpersonal situations, including influencing senior level leaders regarding organizational goals, budgets, forecasts, or other relevant data
• Ability to manage and develop relationships in a large matrix organization to build an effective and efficient network
• Strong presentation and analytical skills, including proficiency with PowerPoint and Excel

• Jointly develop financial insights from key monthly financial metrics such as capital raise, revenue, and net raise projections alongside business management and client data teams for the Wealth, Institutional, and Retirement segments
• Partner with distribution leaders located in each segment to provide financial modeling for strategic investments and lead cost savings initiatives
• Lead and develop a small finance team of both onshore and offshore analysts, including direct and indirect reports
• Develop relevant and timely financial reporting for senior leadership, synthesizing input from business partners and applying thoughtful perspective to ensure consolidated results are reasonable
• Present business partners with a quarterly review of financial results, including AUM, sales, net flows, revenue, and expenses
• Lead capital raise annual planning efforts for the Global Client Group

Potential Salary: $124,070.00 USD