Associate - Financial Planning

2 weeks ago

Mumbai, India TIAA Full time

Key Responsibilities and Duties
- Analyzes and forecasts financial, economic, and other data that provide accurate and timely information for strategic and operational decisions.
- Prepares quantitative analyses of financial data in order to provide sound and defensible recommendations.
- Reviews analysis of basic financial planning information and reports recommendations to management.
- Participates in the development of financial plans by identifying financial outcomes and potential returns.
- Drafts financial presentations using a variety of formats, displays, reproduction of charts, graphs, and econometric models.
- Prepares budgets and quarterly forecasts for the use of informing financial planning decisions.

Educational Requirements
- University (Degree) Preferred

Work Experience
- 2+ Years Required; 3+ Years Preferred

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level

6IC

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Company Overview

TIAA GBS India was established in 2016 with a mission to tap into a vast pool of talent, reduce risk by insourcing key platforms and processes, as well as contribute to innovation with a focus on enhancing our technology stack. TIAA GBS India is focused on building a scalable and sustainable organization, with a focus on technology, operations and expanding into the shared services business space.

Working closely with our U.S. colleagues and other partners, our goal is to reduce risk, improve the efficiency of our technology and processes and develop innovative ideas to increase throughput and productivity.

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.

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