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TIAA Sr. Business Management Specialist in CHARLOTTE, North Carolina


As a part of TIAA’s Financial Solutions business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.


The Senior Business Management Specialist will support the operations and administration of the ERM Chief of Staff & Head of Business Management team.

This role will support the business management function in facilitating and executing a number of responsibilities related to the day-to-day operations – including, but not limited to – financial management, headcount management, policies management, risk and control activities, business reporting and metrics tracking.


  • Financial management of ERM budget

  • Partnering with businesses to create annual budgets

  • Leading forecasting exercises throughout the year

  • Variance reporting

  • Ad-hoc reporting

  • Tracking and providing status on ERMheadcount

  • Business results and metrics tracking and reporting

  • 1st line risk management for ERM – i.e. supplier riskdeputy

  • Policies management – e.g. records retention



  • Bachelor’s degree

  • 3+ years of experience with financial management,financial analysis, reporting, and/or budget management experience


  • Financial industry experience

  • Risk Management experience

  • Advanced Excel (pivots, lookups, etc.)and PowerPointskills

  • Project and process organization and coordinationexperience

  • Relationship management and communication skills

  • Excellent verbal and written communication skills

  • Experience synthesizing data into power pointpresentations

Equal EmploymentOpportunity is not just the law, it’s our commitment. Read more about the .

If you need assistanceapplying due to being visually or hearing impaired, please email .

We are an EqualOpportunity/Affirmative Action Employer. We will consider all qualifiedapplicants for employment regardless of age, race, color, national origin, sex,religion, veteran status, disability, sexual orientation, gender identity, orany other legally protected status.

Additional Information

  • Requisition ID: 1721683

Field: Legal, Compliance, & Risk

Company: TIAA

Post Date: Sep 10, 2019