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Financial Analyst - Nuveen Natural Capital (Viticulture)
Financial Analyst - Nuveen Natural Capital (Viticulture)TIAA • Napa, CA, US
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Financial Analyst - Nuveen Natural Capital (Viticulture)

Financial Analyst - Nuveen Natural Capital (Viticulture)

TIAA • Napa, CA, US
2 days ago
Job type
  • Full-time
Job description

Financial Associate, Natural Capital

The Financial Associate will be responsible for certain day-to-day financial modeling and accounting functions as well as parent company, bank, and internal reporting. This role will also work closely with the group that plays a crucial role in acquisitions, dispositions, and monthly, quarterly, and annual financial reporting to our parent company and banks. This role completes ad-hoc projects as required.

Key Responsibilities and Duties :

  • Prepare and update acquisition and disposition models in Excel.
  • Generate property acquisition and disposition proposals for investment committee review.
  • Participate in property due diligence process.
  • Update portfolio level long term plans, including revenue, expense, and capital plans.
  • Prepare monthly, quarterly, and annual budget vs. actual reports.
  • Prepare property appraisal profiles and interface with property appraisers.
  • Assist with quarterly forecast and annual plan (quarterly).
  • Generate and analyze various reports from Yardi accounting system (as requested).
  • Preparation of presentation materials (as requested).

Educational Requirements :

  • University (Degree) Preferred
  • Work Experience :

  • No Experience Required
  • Physical Requirements :

  • Physical Requirements : Sedentary Work
  • Career Level : 5IC

    Preferred Qualifications :

  • 2-3 years experience in financial analysis or related field
  • Bachelor's degree in Accounting, Finance, or Business
  • Advanced Excel skills (pivot tables and charts, lookups, other advanced formulas)
  • Concise, articulate, and productive communication style
  • Strong organizational skills
  • Experience using Yardi accounting system
  • Anticipated Posting End Date : 2025-11-21 Base Pay Range : $90,000 / yr - $117,000 / yr

    Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

    Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world's largest institutional investors. We invest in the growth of businesses, real estate, infrastructure, and natural capital, providing clients with the reliability, access, and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities, and our global economy.

    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.

    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. To learn more about your benefits, please review our Benefits Summary.

    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.

    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.

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

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