📋 Job Details at a Glance 📍 Location Mumbai, Maharashtra, India 🏢 Company TIAA 👥 Experience 3-5 years 🎓 Qualification Vocational or technical education preferred 📅 Eligible Batch 2023, 2024, 2025, 2026 📄 Job Type Full Time 💰 Salary ₹9–₹15 LPA (Expected) 🏢 Industry Banking & Finance 🛠 Key Skills Financial Planning and Analysis Financial Reporting Financial Modelling Budgeting Forecasting Variance Analysis Monthly and Quarterly Close Consolidation AUM Analysis Revenue and Expense Analysis Analyst – Financial Plan & Analysis at TIAA — Full Details & How to Apply TIAA is seeking an Analyst – Financial Plan & Analysis in Mumbai, Maharashtra, India , where you can leverage your financial skills to impact investment strategies directly. This role is pivotal as the demand for financial analysts in India is growing, with companies increasingly relying on data-driven insights to enhance profitability. The role of an Analyst – Financial Plan & Analysis is crucial in the Banking & Finance sector, especially as organizations like TIAA focus on optimizing financial performance through rigorous analysis. As the financial landscape evolves, the need for professionals who can provide actionable insights through financial reporting and modeling is more critical than ever. TIAA employs over 16,000 individuals globally since its founding in 1918 . This extensive network offers a robust platform for career development, making TIAA recruitment a sought-after opportunity for aspiring financial analysts. The company’s focus on innovation in asset management directly influences investment decisions that affect millions of clients. We encourage 2023, 2024, 2025, 2026 graduates with a vocational or technical education preferred and 3-5 years experience to apply. This position offers a competitive salary of ₹9–₹15 LPA (Expected) , making it an attractive option for those looking to advance their careers in finance. In this role, you will gain hands-on experience with essential skills such as Financial Planning and Analysis , Financial Reporting , Financial Modelling , and Budgeting . Exposure to advanced tools like Power BI and Tableau will set you apart from peers in traditional finance roles, opening doors to future opportunities in data-based decision-making and process improvement. 📊 Role Difficulty: Medium | Competition Level: Medium | Fresher Friendly: Yes NexisGrow.com features this opportunity as part of its curated non-tech job listings. All details are sourced from the official job posting. Apply online before the opportunity closes. Job Role & Responsibilities The core mission of the Analyst – Financial Plan & Analysis role at TIAA is to enhance financial decision-making through precise analysis and reporting, directly impacting organizational performance. Analyze financial data to create management dashboards using Power BI , enhancing data-driven decision-making processes. Develop financial models for budgeting and forecasting, utilizing advanced Microsoft Excel functions to ensure accuracy. Collaborate with cross-functional teams, including investment and operations, to streamline financial reporting processes and improve efficiency. Conduct variance analysis to identify discrepancies between budgeted and actual performance, driving necessary process improvements. Take ownership of the monthly and quarterly close processes, ensuring timely and accurate financial reporting. Prepare documentation and reports for senior management, facilitating data-driven discussions and strategic decisions. Engage with clients to address financial queries, providing insights based on thorough revenue and expense analysis. This role fosters an ownership culture where analysts directly influence financial outcomes, contributing to the overall success of TIAA . Required Skills & Technical Competencies The ideal candidate for the Analyst – Financial Plan & Analysis position at TIAA must possess a robust skill set in financial analysis and reporting. Technical Skills Financial Planning and Analysis — intermediate — essential for developing accurate forecasts and budgets, ensuring alignment with strategic goals. Financial Reporting — intermediate — critical for ensuring compliance and transparency in monthly and quarterly financial statements. Financial Modelling — advanced — used daily to project future financial performance, requiring strong analytical skills and Excel expertise. Budgeting — intermediate — involves creating financial plans that necessitate attention to detail and accuracy. Forecasting — intermediate — applied in developing future revenue projections based on historical data analysis. Variance Analysis — intermediate — utilized to identify discrepancies between budgeted and actual performance, driving process improvements. Data-Based Decision-Making — intermediate — evaluated through practical assessments, focusing on analytical thinking and problem-solving. When showcasing these technical skills in your resume or interview, emphasize your practical experience and specific tools used in previous roles. Eligibility Criteria This role is designed for candidates with a strong foundation in financial analysis and relevant experience in the banking and finance sector. Vocational or technical education is preferred, aligning with the practical skills needed for financial analysis. Eligible batches include 2023 to 2026 , allowing recent graduates to apply their academic knowledge. 3-5 years of experience is preferred, but freshers can apply if they demonstrate relevant skills and internships. A minimum academic performance of 60% is expected, ensuring a solid understanding of financial principles. Internship experience in finance or related fields will be advantageous, showcasing practical application of skills. Documentation & Portfolio Requirements Submit your resume in a clear format, including your educational background, relevant experience, and specific skills related to financial analysis. Pro tip: Highlight any specific projects or tools used in your previous roles that relate directly to the responsibilities of this position. Salary for Analyst – Financial Plan & Analysis at TIAA 💰 Compensation ₹9–₹15 LPA (Expected) The advertised compensation for the Analyst – Financial Plan & Analysis role at TIAA is ₹9–₹15 LPA (Expected) . The exact in-hand figure and any additional components are confirmed by the company during the offer or HR discussion stage. Recommended Courses & Preparation Tips for Analyst – Financial Plan & Analysis Upskilling with the right resources significantly enhances your chances of selection for this role by equipping you with essential skills and knowledge. Recommended Courses & Resources Financial Reporting — Understanding financial reporting is crucial for effective analysis and decision-making. Microsoft Excel — Mastering Excel is vital for financial modeling and data analysis tasks. Boost your profile with relevant certifications at NexisGrow GetCertified — strengthen your application before you apply. Common Mistakes to Avoid ❌ Neglecting to tailor your resume — Customize your resume for the specific skills listed in the job description. ❌ Failing to quantify achievements — Use metrics to highlight your impact in previous roles. ❌ Overlooking technical skills — Showcase proficiency in Excel and financial modeling prominently. ❌ Submitting a generic cover letter — Ensure your cover letter reflects an understanding of TIAA's mission and values. ❌ Ignoring the application deadline — Keep track of deadlines to avoid missing opportunities. ❌ Not preparing for interview questions — Anticipate and practice common financial analysis questions. Before You Apply — Checklist ✅ Research TIAA's recent projects and values to tailor your application effectively. ✅ Update your resume to include relevant skills and experiences specific to financial analysis. ✅ Prepare a cover letter that highlights your interest in finance and aligns with TIAA's mission. ✅ Gather any supporting documents, such as transcripts or certificates, to include with your application. ✅ Review the application portal for any specific instructions or requirements. ✅ Double-check your application for errors before submission to ensure professionalism. ✅ Set reminders for follow-up after submitting your application to express continued interest. ✅ Prepare for potential interviews by practicing common financial analysis questions. Resume Tailoring & ATS Keywords for Analyst – Financial Plan & Analysis Optimizing your resume for ATS is crucial for ensuring it gets noticed for this role. ATS Keywords to Include Financial Planning and Analysis Financial Reporting Financial Modelling Budgeting Forecasting Variance Analysis Monthly Close Quarterly Close Consolidation AUM Analysis Revenue Analysis Expense Analysis Resume Tips for This Role Highlight specific financial modeling projects that demonstrate your analytical skills and proficiency in Excel. Emphasize experience with data visualization tools like Power BI or Tableau, as these are crucial for the role. Include any relevant internships or projects that showcase your understanding of financial analysis and reporting. Optimize your resume for ATS by incorporating keywords from the job description, ensuring it aligns with the role's requirements. Avoid including unrelated work experience that does not demonstrate your financial acumen or analytical capabilities. Build an ATS-optimized resume for this role using NexisGrow Resume Builder — free for all job seekers. Pro tip: Avoid including generic skills that do not relate to financial analysis or the specific requirements of this role. How to Apply for Analyst – Financial Plan & Analysis at TIAA Apply Now — TIAA Visit the TIAA careers portal and locate the Analyst position. Upload your resume, ensuring it highlights relevant financial skills. Fill out the application form, providing accurate personal and educational details. After submission, expect an email confirmation regarding your application status. Track your application through the portal for updates on the hiring process. Applications reviewed on a rolling basis — early submission recommended. Apply Now — TIAA NexisGrow.com does not charge any fees for job applications. TIAA TIAA , founded in 1918 , is headquartered in New York and has a significant presence in Mumbai, Maharashtra, India , employing over 1,000 professionals in the region. With a global footprint, TIAA operates in more than 50 countries , providing a diverse range of financial services to millions of clients worldwide. The core offerings of TIAA include comprehensive financial services such as retirement planning, investment management, and asset management through its Nuveen brand . The company also specializes in financial planning and analysis , budgeting , and forecasting , ensuring clients receive tailored solutions for their financial needs. TIAA has received numerous accolades for its workplace culture, including a Glassdoor rating of 4.2 , reflecting high employee satisfaction. The company actively promotes employee development through various programs, fostering a culture of continuous learning and collaboration among its workforce. Recently, TIAA announced a strategic investment in technology aimed at enhancing its financial planning services. This initiative underscores the company's commitment to innovation and improving client experiences through advanced tools and platforms. For freshers in Banking & Finance, TIAA offers a unique career launchpad, providing exposure to diverse financial products and services. The opportunity to learn from industry leaders and engage in data-based decision-making equips new employees with essential skills for their professional growth. Company Details Industry Banking & Finance Location Mumbai, Maharashtra, India Connect With Us Careers Apply Now Website 🔗 careers.tiaa.org Frequently Asked Questions Interview · Role · Salary · Growth ? Who can apply for Analyst – Financial Plan & Analysis at TIAA? Eligibility Tap to expand + Answer Candidates with Vocational or technical education preferred and 3-5 years experience are eligible. Eligible batches: 2023, 2024, 2025, 2026. ? What skills are most important for this role? Skills Tap to expand + Answer Key skills: Financial Planning and Analysis, Financial Reporting, Financial Modelling, Budgeting, Forecasting. Strong fundamentals and practical project experience matter most. ? What is the salary for this position? Salary Tap to expand + Answer Compensation: ₹9–₹15 LPA (Expected). Final offer depends on skills, experience, and interview performance. ? What is the interview process at TIAA? Interview Tap to expand + Answer Typically: Resume shortlisting → Online test → Technical interview(s) → HR round. ? Is this role remote, hybrid, or onsite? Work Mode Tap to expand + Answer Work mode varies by team. Confirm with HR during recruitment. ? What is the career growth path from this role? Growth Tap to expand + Answer Structured appraisals every 6–12 months. Senior roles accessible within 12–18 months based on performance. ? How do I apply? Application Tap to expand + Answer Apply via the official link in How to Apply section. Highlight: Financial Planning and Analysis, Financial Reporting, Financial Modelling, Budgeting, Forecasting. ? Is there a probation period? Probation Tap to expand + Answer Standard 3–6 months probation. Confirmation follows successful completion. ? How to prepare for the Analyst – Financial Plan & Analysis interview? Preparation Tap to expand + Answer (1) Core concepts of Financial Planning and Analysis, Financial Reporting, Financial Modelling, Budgeting, Forecasting, (2) 2–3 project walkthroughs, (3) Problem-solving, (4) TIAA research, (5) Clear communication. ? What is the work culture like at TIAA? Culture Tap to expand + Answer Research on LinkedIn and Glassdoor for authentic employee reviews. NexisGrow.com features only verified employers. 🔗 Explore More on NexisGrow More jobs in Mumbai Browse all Non-Tech jobs Latest Fresher jobs More jobs at TIAA Work From Home jobs Ready to Apply? Don't Miss This Opportunity! Apply only via the official link. 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