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Financial Modeling Expert

Job Description

Position: Financial Modeling Expert

Location: Charlotte, NC


  • Advanced Financial Modelling across multiple Investment Products, including HSA’s, Endowments and Planned Giving.
  • Partner with product managers and business leaders to establish key business strategies and establish how to factor potential strategies in to financial models
  • Partner with internal support service providers to establish variable vs. fixed cost analysis Manage and leverage data from multiple data sources, including historical trends, external insights, develop statistical modelling to develop “what if" logic
  • Leverage modelling results to deliver financial insights to senior management, both written and verbally.
  • Partner across the Institutional Financial Services business teams to develop pricing models and business case strategy decks, specifically for TIAA Health, Endowments and Planned Giving.

Job Requirements


  • Masters Degree
  • 6+ years of financial modelling
  • Advanced statistical modelling capabilities
  • Experience developing executive level business cases / plans
  • Excellent verbal and written communication skills and the ability to interact with a diverse group, including executives, managers, and subject matter experts

Job Snapshot

Base Pay $70.00 - $77.00 /Hour
Employment Type Contractor
Job Type Accounting
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Banking - Financial Services
Required Travel Not Specified
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Financial Modeling Expert

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