Why USAA?
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special!
The Opportunity
The Portfolio Insights and Financial Analysis team is responsible for creating new, modifying existing, and performing ad-hoc reporting in support of business processes and data-driven decision making. Develops a deep understanding of the business/customer and builds positive collaborations. Delivers value through data analysis and reporting and adapts to changing business needs. The right candidate will have the following:
Outstanding analytical skills required
Ability to construct and maintain models applying large data sets that inform strategic decision-making
Deep understanding of business case lifecycle management concepts (quantifying benefits, measuring returns, tracking results, effectively challenging business assumptions).
Sound understanding of financial metrics used to measure investments: ROI, IRR, and NPV. Required
Tableau, familiarity with USAA UDA management practices, experience with reporting and leading USAA expense & headcount
Proficient with Essbase and Hyperion planning tools.
Lead Financial Analyst position is a hybrid work type and can be based in one of the following locations: Charlotte, NC or San Antonio, TX; Hybrid roles help employees gain the best of both worlds - collaborating in-person in the office and working from home when needed to achieve focused results
What you'll do:
Identifies and leads existing and emerging risks that stem from business activities and the job role.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.
Follows written risk and compliance policies, standards, and procedures for business activities.
Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers.
Anticipates opportunities to solve the most complex and / or unique business problems, providing proactive financial solutions with well-rounded and forward-looking perspectives to enable better decision making by senior management.
Consistently interacts with senior management becoming their trusted advisor on all financial issues.
Makes recommendations to solve short-term, as well as strategic financial business problems.
Instructs and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer.
Reviews analysts work and assists management in assigning tasks and managing workflow.
Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.
Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies.
Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues.
Acquires and applies experienced knowledge of the business, its products and processes.
Performs sophisticated and often unique work assignments and problem resolution across multiple systems, functions, or processes.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities. OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.
Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance skill required.
Subject-matter-expert level of discernment in the areas of the financial services operations, finance/accounting industry practices and emerging trends required.
Experience communicating complex financial/accounting topics to a broad range of audiences.
Experience using financial/accounting technologies and proposing recommendations for improvements.
Experience using Microsoft Office Excel for significant financial data analysis and reporting.
Experience in the application and adherence to financial regulations and compliance.
Experience producing financial reports and providing recommendations based on data.
Working knowledge of GAAP.
What sets you apart:
Outstanding analytical skills required
Ability to construct and maintain models applying large data sets that inform strategic decision-making
Deep understanding of business case lifecycle management concepts (quantifying benefits, measuring returns, tracking results, effectively challenging business assumptions).
Sound understanding of financial metrics used to measure investments: ROI, IRR, and NPV. Required
Tableau, familiarity with USAA UDA management practices, experience with reporting and leading USAA expense & headcount
Proficient with Essbase and Hyperion planning tools.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $104,660 - $199,970.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Relocation assistance is not available for this position.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you are an existing USAA employee, please use the internal career site in OneSource to apply.
Please do not type your first and last name in all caps.
Find your purpose. Join our mission.
USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.
USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
