Associate - vendor Financial governance

Specialist - Financial Manager - IN

A financial analyst supporting technology supplier relationships and governance operations of a portfolio of Client Services and Technology (CS&T) vendors with varying degrees of complexity and a budgeted annual spend of greater than $600 million. Part of a dynamic Supplier Engagement and Governance (SEG) team that will build TIAA CS&T vendor capabilities as one of four critical SEG organizational pillars. This position reports to the SEG Finance Manager

Key Responsibilities and Duties

• Responsible for execution of financial management and governance across the vendor portfolio
• Executes against and refines existing vendor governance financial framework
• Proactively manages vendor portfolio financial risk; identifies opportunities for ongoing financial efficiencies
• Reviews and provides first line review of vendor invoices per contract terms
• Maintains central database for financial tracking purposes
• Reviews and presents all exceptions to the vendor spend processes
• Supports Business Leaders in the documentation, tracking, and projection of vendor financial spend
• Defines requirements for MIS/Dashboards to inform Financial Management decisions and actions
• SQL Proficiency
• Escalates material issues / risks for further review and escalation with relevant stakeholders and governance forums
• Works closely with business stakeholders (ex: Business Leaders, Strategic Sourcing, Finance, Contract Management, Service Delivery) to achieve desired outcomes

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level

7IC

Must-Have Skills

Financial Management & Governance
Experience in vendor portfolio financial management, invoice review against contract terms, and spend tracking with strong knowledge of governance frameworks

Data Management & SQL
Proficiency in SQL and maintaining centralized financial databases with ability to define requirements for MIS/dashboards to support decision-making

Stakeholder Communication
Strong cross-functional collaboration and communication skills to present exceptions, escalate risks, and support business leaders in spend documentation and projections.

Good-to-Have Skills

Dashboard & Reporting Tools
Hands-on experience with visualization tools like Tableau or Power BI to complement requirement-definition responsibilities.

Strategic Sourcing & Contract Awareness
Familiarity with sourcing processes and contract structures to better contextualize financial decisions within the vendor lifecycle.

Financial Forecasting & Process Improvement
Experience in forward-looking spend projections and a demonstrated ability to refine governance processes for ongoing efficiency gains.

Key Duties & Responsibilities

• Responsible for execution of financial management and governance across the vendor portfolio
• Executes against and refines existing vendor governance financial framework
• Proactively manages vendor portfolio financial risk; identifies opportunities for ongoing financial efficiencies
• Reviews and provides first line review of vendor invoices per contract terms
• Maintains central database for financial tracking purposes
• Reviews and presents all exceptions to the vendor spend processes
• Supports Business Leaders in the documentation, tracking, and projection of vendor financial spend
• Defines requirements for MIS/Dashboards to inform Financial Management decisions and actions
• SQL Proficiency
• Escalates material issues / risks for further review and escalation with relevant stakeholders and governance forums
• Works closely with business stakeholders (ex: Business Leaders, Strategic Sourcing, Finance, Contract Management, Service Delivery) to achieve desired outcomes

Related Skills

Accountability, Communication, Critical Thinking, Due Diligence, Executive Presence, General Risk Management, Influence, Negotiation, Relationship Management, Supplier Performance Management, Vendor / Partner Management

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Company Overview

TIAA Global Capabilities 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 Global Capabilities 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 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 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.

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

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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

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

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box