Associate – Financial Analyst-1

Specialist - Financial Manager - IN
A financial analyst supporting technology supplier relationships and governance operations of a portfolio of Client Services and Technology (CS&T) vendors with varying degrees of complexity and a budgeted annual spend of greater than $600 million. Part of a dynamic Supplier Engagement and Governance (SEG) team that will build TIAA CS&T vendor capabilities as one of four critical SEG organizational pillars. This position reports to the SEG Finance Manager

Key Responsibilities and Duties

• Responsible for execution of financial management and governance across the vendor portfolio
• Executes against and refines existing vendor governance financial framework
• Proactively manages vendor portfolio financial risk; identifies opportunities for ongoing financial efficiencies
• Reviews and provides first line review of vendor invoices per contract terms
• Maintains central database for financial tracking purposes
• Reviews and presents all exceptions to the vendor spend processes
• Supports Business Leaders in the documentation, tracking, and projection of vendor financial spend
• Defines requirements for MIS/Dashboards to inform Financial Management decisions and actions
• SQL Proficiency
• Escalates material issues / risks for further review and escalation with relevant stakeholders and governance forums
• Works closely with business stakeholders (ex: Business Leaders, Strategic Sourcing, Finance, Contract Management, Service Delivery) to achieve desired outcomes

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC