Financial Analyst Lead - Technology

USAA•San Antonio, NC

1d•Hybrid

About The Position

USAA is seeking a Financial Analyst Lead to guide complex business challenges through financial forecasting, planning, and modeling, specifically within USAA’s technology organization, which accounts for 25% of USAA’s expenses ($3.5 billion). This role involves advising team members on advanced financial analysis and complex financial processes, ensuring compliance with regulations, company policies, and internal controls. The position offers a flexible work environment requiring 4 days in the office per week and can be based in San Antonio, TX or Charlotte, NC, with relocation assistance available.

Requirements

Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience.
8 years of experience conducting complex analysis and providing actionable insights to various stakeholders.
Experience using databases and applications to analyze complex business domains (for example: AI, including GenAI, data center, cloud, or cyber).
Experience communicating key business and financial concepts that result in strategic decision making.

Nice To Haves

Veteran or military-affiliated professional with experience in Cyber Command, DISA, Pentagon operations, acquisition programs, or technology modernization initiatives.
Veteran, DoD, or defense contractor professional with experience in cyber, procurement, logistics, acquisition, technology integration, or AI-related programs, combined with strong financial analytics, business partnering, and executive communication skills.
Experience presenting recommendations to senior leaders or directors.
Demonstrated ability to support large technology organizations and complex investment portfolios is highly preferred.

Responsibilities

Lead, develop, and motivate the team to provide advanced analytics and insights around key business drivers.
Anticipate opportunities to tackle complex or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision-making by senior management.
Consistently interact with senior management, becoming their trusted advisor on all financial issues.
Make recommendations to solve short-term and strategic financial business problems.
Teach and mentor others about complex financial processes, business drivers, and systems, ensuring information sharing and knowledge transfer.
Review analysts' work and assist management in assigning tasks and managing workflow.
Lead initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.
Direct analyses and guide the development, enhancement, and implementation of critical processes, programs, and technologies.
Anticipate opportunities and potential solutions, lead cross-functional teams through the problem resolution process, and advise senior management on issues.
Acquire and apply expert knowledge of the business, its products, and processes.
Perform complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.