Business Rules Analyst Lead - External Reporting

USAA•San Antonio, NC
•Hybrid

About The Position

USAA is seeking a Business Rules Analyst Lead for External Reporting to facilitate business requirements through design sessions, workflow analysis, and discussions with end users. The role applies a detailed understanding of supported technologies to address business needs, translates complex requirements into functional designs for development, testing, and implementation, and prepares specifications and related documentation. It also supports business partners in identifying and documenting rules and ensures rules and associated metadata are governed and maintained in a single source of truth. The position leads business rules and configuration changes, system enhancements, large-scale implementations, and cross-functional process improvement. It configures and manages applications to meet business-user needs, supports reporting and issue resolution, and works with IT to address root causes. The role also provides subject-matter expertise, mentors others, advises on rollout plans and release alignment, and maintains the Business Rules Repository while enforcing data governance and risk controls. The work environment is flexible in the sense that the position may be based in San Antonio, Texas; Plano, Texas; Phoenix, Arizona; or Charlotte, North Carolina, but requires working in the office four days per week. Relocation assistance is not available. USAA does not provide visa sponsorship for this role.

Requirements

  • Bachelor's degree, or four years of relevant education and/or experience.
  • At least 8 years of experience in Business Analysis, Regulatory Reporting, and Financial Systems.
  • At least 5 years leading reporting transformation and automation initiatives within banking, insurance, or financial services organizations.
  • Demonstrated success delivering process automation and reporting modernization initiatives.
  • Strong working knowledge of Oracle configuration and business rules management.
  • Strong working knowledge of GAAP Financial Reporting.
  • Strong working knowledge of Statutory (STAT) Reporting.
  • Strong working knowledge of Bank Regulatory Reporting (BRR).
  • Strong working knowledge of Bank Holding Company (BHC) Reporting.
  • Strong working knowledge of financial controls and audit requirements.
  • Strong working knowledge of risk, compliance, and regulatory reporting frameworks.

Nice To Haves

  • US military experience gained through military service or as a military spouse/domestic partner.
  • Bachelor’s or Master’s degree in Accounting, Finance, or Business Administration.
  • Professional certifications such as CBAP, PMI-PBA, CPA, or CFA.
  • Experience implementing reporting automation and workflow solutions.
  • Experience with Oracle Fusion ERP General Ledger (GL), including financial close, accounting, and reporting processes.
  • Experience using Snowflake for financial reporting, data analysis, data validation, and reporting automation.

Responsibilities

  • Develop and define business scope for enhancement projects, and independently build and/or deploy highly complex business rules and configuration changes to test and production environments.
  • Design and maintain rules and transformations for supported tools; serve as a primary resource for system changes and project work, and assess impacts and enhancements.
  • Mentor others and provide oversight on build and deployment tools, techniques, and business process impacts.
  • Lead large-scale implementations and projects that affect managed tools.
  • Lead cross-functional teams to improve, synchronize, and integrate process controls and automation.
  • Understand and communicate connection-point impacts across supported tools, identifying enhancements and development activities to improve business performance.
  • Configure and manage applications to meet business-user needs, design reporting, support issue and root-cause analysis, and work directly with IT to resolve issues.
  • Analyze and design complex specifications for team members to execute.
  • Serve as a subject-matter expert regarding process controls, application usage, and user requirements.
  • Anticipate quality issues and take proactive action to ensure their resolution.
  • Act as a liaison and influence development and support teams to align projects with release environments and resolve conflicts.
  • Advise on rollout plans, impacted parties, scheduling, and capacity needs.
  • Gather and author business requirements and solutions for large-scale complex projects.
  • Prioritize, assign, and monitor work assignments under management direction.
  • Maintain the Business Rules Repository and enforce data governance requirements for rule data housed in the application.
  • Ensure risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401(k) and pension.
  • Life insurance.
  • Parental benefits.
  • Adoption assistance.
  • Paid time off, including paid holidays and 16 paid volunteer hours.
  • Wellness programs.
  • Career path planning and continuing education.
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