Financial Analyst Lead - Technology

USAA•San Antonio, TX

1d•$127,310 - $243,340•Hybrid

About The Position

As a dedicated Financial Analyst Lead, you are responsible for leading complex business challenges through financial forecasting, planning, and modeling. Strategize key financial areas including USAA’s technology organization that represents 25% of USAA’s expenses or 3.5 billion dollars. Advises team members on advanced financial analysis and complex financial processes, applying sound financial principles and best practices. Ensures all work is completed in compliance with regulatory requirements, company policies, and internal controls. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Charlotte, NC. Relocation assistance is available for this position.

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

Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers.
Anticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic 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.
Make recommendations to solve short-term, as well as strategic financial business problems.
Teaches 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 expert knowledge of the business, its products and processes.
Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.