Financial Analyst Lead

USAA•San Antonio, NC

6d•Hybrid

About The Position

USAA is seeking a Financial Analyst Lead with strong FP&A experience to independently lead cross-functional projects, solve complex problems, and enhance reporting and analytical capabilities. The ideal candidate will have seven or more years of experience, preferably in financial planning and analysis, shared services, cost allocations, or another complex corporate environment. They should have expertise in forecasting, planning, variance analysis, management reporting, and executive communications, along with the ability to work through ambiguity and translate complex financial information into actionable insights. This role offers a flexible work environment requiring 4 days in the office per week and can be based in San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available.

Requirements

Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience.
7 years of financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities.
Strong communication, stakeholder management, and executive storytelling.
Advanced Excel skills and experience working with complex data.
Experience in the application and adherence to financial regulations and compliance.
Strong critical thinking and independent problem-solving.
Ability to work through ambiguity, identify risks, and develop practical recommendations.
Strong financial reporting and analytical capabilities across different systems and tools.
Ability to streamline manual reporting and finance processes.
Working knowledge of GAAP.

Nice To Haves

US military experience gained through military service or gained as a military spouse / domestic partner.
Advanced degree (Master’s Degree or higher).
Ability to lead cross-functional projects from start to finish with limited direction.
A proactive, hands-on approach and willingness to take ownership.
Experience with technology finance, TBM (Technology Business Management), Apptio, Oracle, Smart View, SQL, Snowflake, intercompany billing, or cost allocations would be helpful, but experience with a specific system is less important than the ability to learn, analyze complex information, and build effective solutions.

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.
Makes 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.