Sr Manager - Financial Reporting

Senior Manager, Statutory Financial Reporting

TIAA's Corporate Controller group is looking for a Senior Manager for the Statutory Financial Reporting team. The Statutory Financial Reporting Team is responsible for regulatory and analytical reporting for the Company's general and separate accounts. This role is responsible for ensuring the completeness and accuracy of the team's reporting, both internally and externally.

Key Responsibilities and Duties

• Direct and manage the preparation of the quarterly fluctuation analysis, including accumulating financial support, performing an analytical review of the data, and networking with business partners to gather input into key trends / drivers, and significant changes for each quarter.
• Direct and manage the preparation of monthly financial statements, including performing and documenting analytical reviews of the results.
• Manage the preparation and perform review of the annual audited statutory financial statement and the quarterly and annual non-audited statutory financial statement (blue book) footnotes. Ensure their completeness, accuracy, and adherence to the New York Department of Financial Services requirements and Statutory Accounting Principles.
• Prepare executive level financial reporting for presentation to the quarterly Disclosure Committee, Audit Committee, and Executive Management Team meetings.
• Manage the completion of various regulatory reports, including the annual Management Discussion and Analysis, estimated GAAP financial statements, and responses to regulatory inquiries.
• Provide audit support to internal / external auditors and serve as liaison for the external auditors. Maintain a sound internal control environment, create efficiencies and strengthen operating controls. Comply with and maintain all SOX procedures and controls.
• Keep abreast of all new accounting and reporting regulations and participate in various industry working groups to ensure compliance with statutory accounting principles. Research, interpret and apply accounting guidance and coordinate with the Accounting Policy team to ensure appropriate application of accounting principles.
• Network with senior personnel to expand knowledge, gain insight, and influence outcomes.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ Years Required; 7+ Years Preferred

Physical Requirements

Sedentary Work

Required Qualifications :

5+ years of financial reporting experience required

CPA required

Preferred Qualifications :

7+ years of financial reporting experience

Knowledge and understanding of Statutory Accounting Principles, General Accepted Accounting Principles, NY State Insurance Department and NAIC regulations

Proven experience leading and managing teams

Experience in driving change and process improvements

Excellent research, analytical, interpersonal, communication and organizational skills

Public accounting experience

Insurance and / or Financial Services Industry experience

Experience with Workiva financial reporting platform

Proficient in Excel

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 pathwaysbecause 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.

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.

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 : accessibility.support@tiaa.org

Drug and Smoking Policy

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