Business Rules Analyst Senior - External Reporting

USAA•San Antonio, NC
•Hybrid

About The Position

As a dedicated Business Rules Analyst Senior, you will gather and analyze internal business requirements through interviews, workflow analyses, and facilitated discussions with users. You will translate users' business requirements into detailed functional designs for development, testing, and implementation, apply methodologies, and prepare detailed specifications and related documentation. You will assist business partners in identifying and documenting business rules, and ensure rules and associated metadata are governed appropriately and stored within a single source of truth. This position requires working in the office four days per week and may be based in San Antonio, Texas; Plano, Texas; Phoenix, Arizona; or Charlotte, North Carolina. Relocation assistance is not available. USAA does not provide visa sponsorship for this role. The role designs and modifies application rules and configurations, serves as a liaison to IT, and provides subject matter expertise on supported systems, including researching data lineage and managing end-to-end financial data integration points. It leads project and system change activities and coordinates enhancements, testing, and improvements to processes and systems. The role also works with business lines, vendors, and internal resources to define requirements and coordinate system enhancements that support organizational objectives.

Requirements

  • Bachelor's degree, or four years of relevant education and/or experience.
  • At least 6 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 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 or 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

  • Gather and analyze internal business requirements through interviews, workflow analyses, and facilitated discussions with users.
  • Translate business requirements into detailed functional designs for development, testing, and implementation.
  • Apply methodologies and prepare detailed specifications and related documentation.
  • Assist business partners in identifying and documenting business rules.
  • Ensure rules and associated metadata are appropriately governed and stored within a single source of truth.
  • Design and modify application rules and configurations to facilitate business user needs.
  • Serve as a liaison to IT to ensure adequate execution of business user needs.
  • Serve as a subject matter expert for systems supported in business functions, including researching data lineage and managing end-to-end source-to-target integration points for financial data.
  • Lead teams on project management, system change management, business rules and analysis and development, product development and maintenance, service delivery, and changes to existing systems and applications.
  • Coordinate and manage project enhancements to benefit business users.
  • Ensure change control processes and procedures encompass or adhere to enterprise or industry guidelines and best practices.
  • Review post-implementation documentation for lessons learned and recommend procedural or process updates for future initiatives.
  • Facilitate and design business testing to ensure adequate user performance across supported systems.
  • Provide subject matter expertise in developing creative solutions for business requirements or product offerings, and advise on strategic and tactical solutions.
  • Work with lines of business, vendors, and other internal resources to define business requirements and coordinate system enhancements to achieve function, line of business, and association objectives.

Benefits

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