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
High level proficiency with SQL and Tableau required
Proficiency with Snowflake, python, and clarity is preferred.
Ability to thoroughly detail complex processes and have a high-level experience with Business Objects
Lead Reporting 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.
Facilitates business projects of the highest complexity, size and visibility ensuring partners champion decision making data needs.
Leads or advises the design, development and implementation and provides oversight of the maintenance of highly complex and often unique business solutions, which may include data, reporting, business intelligence or analytics.
Applies a comprehensive understanding of multiple data structures and sources (possesses an expert knowledge of multiple data stores) to Lead or advise highly complex and unique data manipulation using expert data extraction and analytical tools and techniques.
Authority on the entire life cycle of report development and identifies and implements standard processes
Applies a well-rounded understanding of the business operations and analytics to influence business strategies and solutions.
Leads or advises the development of innovative ways to address complex or unique business problems and solutions.
Responsible for ensuring data governance operating principles are followed and yield efficient and accurate reporting of COSA data for consumption by the Enterprise.
Coordinates inputs from multiple sources, synthesizes data / information and builds qualitative commentary collecting key messages.
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 of experience in data analysis/extraction, statistics, data management, analytics and/or data reporting.
Experience in identifying multiple sources of data and redefining data into reports to tell the story and tailor presentations as need for audience and purpose.
Experience crafting reports for presentation to Sr. Leadership, Board of Directors, Committees, etc.
Experienced knowledge of Microsoft Office tools to include Word, Excel and PowerPoint.
Expert knowledge of data reporting/analysis tools and techniques and ability to use SQL and/or Microsoft Excel to create pivot tables, graphs, and charts.
Expert troubleshooting skills.
Comprehensive understanding of compliance, risk management, and data security frameworks.
Experience in creating automated reports and interactive visualizations using tools such as Python and Tableau.
What sets you apart:
Exceptional analytical skills required
High level proficiency with SQL and Tableau required
Proficiency with Snowflake, python, and clarity is preferred.
Ability to thoroughly document complex processes and have a high-level experience with Business Objects
Validated ability to lead projects successfully with minimal direct supervision
Experience using data analytics and visualization to analyze risk, formulate opinions based on facts, and draw conclusions
Excellent verbal and written communication and social skills required with ability to communicate complex and critical issues to management
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.
