VP Financial Planning & Analysis

TIAA•Frisco, TX

23h

About The Position

Nuveen is seeking a driven self-starter who enjoys problem solving and leading in a fast-paced environment. The position will lead the strategic development and enhancement of our data infrastructure, driving alignment between finance and asset management technology teams to optimize data flow, accuracy, and accessibility across the organization. Additionally, this role will lead strategic initiatives partnering with the business and finance leadership. This role requires close collaboration with finance leadership and coordination across the business. A successful candidate will have quantitative skillset, ability to solve complex challenges, and maturity to navigate senior stakeholders.

Requirements

5+ years of financial planning and analysis or corporate finance experience
BS/BA degree in Accounting, Finance, Data Science or Economics; an MBA, CFA, CPA or other advanced degree is preferred
6+ years of business management, data analytics or business intelligence with a preference for AUM reporting experience
Strength in problem solving across disciplines and leading complex projects and building rapport with stakeholders
Outstanding written and verbal communication skills with ability to present technical concepts to non-technical stakeholders and influence decision-making at senior levels
Highly organized, strong attention to detail and ability to multi-task
Natural curiosity and systematic approach to identifying root causes of data issues and developing innovative solutions that enhance organizational efficiency
Ability to wear multiple hats, acting as a financial reporting and analysis guru, internal consultant, and business strategist
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

Nice To Haves

7+ years of financial planning and analysis or corporate finance experience

Responsibilities

Lead and execute strategic financial analyses and initiatives partnering with business and finance leaders.
Develop and execute initiatives to improve data quality, infrastructure, planning and management reporting capabilities by partnering with finance, accounting, and technology teams to strengthen processes and tools.
Lead initiatives to enhance data infrastructure, including evaluation and implementation of new technologies, and process automation to reduce manual data creation and eliminate duplicative reporting.
Develop advanced analytics capabilities and dashboards that transform raw AUM and financial data into actionable insights for investment teams, client services, and senior leadership decision making.
Design and implement efficient data processes that support real-time reporting, regulatory requirements, and client deliverables while maintaining the highest standards of data accuracy and integrity.
Present data strategy recommendations and progress updates to leadership, including executive-level presentations on data initiatives, system enhancements, and organizational impact.
Manage and develop, either directly or indirectly, data analysts providing regular feedback and mentoring to ensure delivery of exceptional products while fostering engagement and professional growth.
Monitors results for alignment with business objectives and plans.
Presents recommendations to senior leadership regarding operational decisions and strategic initiatives.

Benefits

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.

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