VP Financial Planning & Analysis

Nuveen is seeking a driven self-starter who enjoys problem solving and leading in a fast-paced environment. The position will lead the strategic development and enhancement of our data infrastructure, driving alignment between finance and asset management technology teams to optimize data flow, accuracy, and accessibility across the organization. Additionally, this role will lead strategic initiatives partnering with the business and finance leadership.

This role requires close collaboration with finance leadership and coordination across the business. A successful candidate will have quantitative skillset, ability to solve complex challenges, and maturity to navigate senior stakeholders.

Key Responsibilities and Duties

• Lead and execute strategic financial analyses and initiatives partnering with business and finance leaders.
• Develop and execute initiatives to improve data quality, infrastructure, planning and management reporting capabilities by partnering with finance, accounting, and technology teams to strengthen processes and tools.
• Lead initiatives to enhance data infrastructure, including evaluation and implementation of new technologies, and process automation to reduce manual data creation and eliminate duplicative reporting.
• Develop advanced analytics capabilities and dashboards that transform raw AUM and financial data into actionable insights for investment teams, client services, and senior leadership decision making.
• Design and implement efficient data processes that support real-time reporting, regulatory requirements, and client deliverables while maintaining the highest standards of data accuracy and integrity.
• Present data strategy recommendations and progress updates to leadership, including executive-level presentations on data initiatives, system enhancements, and organizational impact.
• Manage and develop, either directly or indirectly, data analysts providing regular feedback and mentoring to ensure delivery of exceptional products while fostering engagement and professional growth.
• Monitors results for alignment with business objectives and plans. Presents recommendations to senior leadership regarding operational decisions and strategic initiatives.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
9IC

Required Experience:

• 5+ years of financial planning and analysis or corporate finance experience

Preferred Experience:

• 7+ years of financial planning and analysis or corporate finance experience

• BS/BA degree in Accounting, Finance, Data Science or Economics; an MBA, CFA, CPA or other advanced degree is preferred

• 6+ years of business management, data analytics or business intelligence with a preference for AUM reporting experience

• Strength in problem solving across disciplines and leading complex projects and building rapport with stakeholders

• Outstanding written and verbal communication skills with ability to present technical concepts to non-technical stakeholders and influence decision-making at senior levels

• Highly organized, strong attention to detail and ability to multi-task

• Natural curiosity and systematic approach to identifying root causes of data issues and developing innovative solutions that enhance organizational efficiency

• Ability to wear multiple hats, acting as a financial reporting and analysis guru, internal consultant, and business strategist

#LI - CS1

Related Skills

Accountability, Adaptability, Business Acumen, Collaboration, Continuous Improvement Mindset, Critical Thinking, Data-Based Decision Making, Financial Acumen, Financial Analysis, Influence, Relationship Management, Story Telling, Strategic Thinking, TIAA Products/Services Acumen, Variance Analysis

Anticipated Posting End Date:

2026-04-04

Base Pay Range: $113,000/yr - $158,000/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

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. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

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 pathways—because when our people succeed, our impact on clients' lives grows stronger.

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 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.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices 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: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

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

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