Senior Reporting Analyst, Wealth Business Enablement

4 weeks ago

Charlotte, North Carolina, United States TIAA Full time
Reporting Associate
The Reporting Associate job manages reporting projects and processes to ensure that data is collected, housed, and used securely, efficiently, and cost-effectively. This job is responsible for configuring, maintaining, and generating reports to support the organization's decision making process.

Key Responsibilities and Duties
  • Develops and implements data management and reporting programs and policies to support data-driven decision making across the organization.
  • Leads the collection of information and generation of reports by utilizing various data applications.
  • Optimizes the design and maintenance of currently established processes and procedures relating to reports and dashboards to ensure efficient reporting across the organization.
  • Communicates potential impacts of data and reporting matters to ensure availability, integrity, and accuracy of data.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
8IC
  • Supports the creation and maintenance of Wealth Management operational reporting, identifying reporting gaps/overlaps, and troubleshooting reporting issues as they arise
  • Designs and executes the testing / monitoring of all Wealth Management operational reporting
  • Ensures utilized data is accurate and complete in accordance to TIAA data governance standards for all Wealth Management reporting
  • Translate business logic and processes into technical solutions

Required Qualifications

  • 5 years of experience in Data Management and Reporting programs
  • Experience in SQL and Tableau

Preferred Qualifications

  • 7+ years of experience in Data Management and Reporting programs
  • Strong attention to detail
  • Ability to multi-task, collaborate and prioritize in a dynamic environment
  • Excellent practice management disciplines
Related SkillsBusiness Analysis, Cloud Platforms, Collaboration, Communication, Data Analysis, Database Administration, Data-Driven Business Intelligence, Data Management, Innovation, Problem Solving, Programming, Statistics

Anticipated Posting End Date:

Base Pay Range: $105,000/yr. - $142,000/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).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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