Financial Analyst Lead – Underwriting, Product Development & Modernization

USAA•San Antonio, TX

1d•$127,310 - $243,340•Hybrid

About The Position

The Opportunity As a dedicated Financial Analyst Lead you will be responsible for leading business financial process and expense categories to solve complex business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Mentors about complex financial processes. Drives and motivates team members to provide advanced analytics and insights into key business drivers. Assists management in assigning team tasks and managing workflow ensuring all activities are completed within regulatory and compliance guidelines. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.

Requirements

Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities.
OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.
Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required.
Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required.
Experience communicating complex financial/accounting topics to a variety of audiences.
Experience using financial/accounting technologies and proposing recommendations for improvements.
Experience using Microsoft Office Excel for significant financial data analysis and reporting.
Experience in the application and adherence to financial regulations and compliance.
Experience producing financial reports and providing recommendations based on data.
Working knowledge of GAAP.

Nice To Haves

US military experience through military service or a military spouse/domestic partner.
Experience collaborating and managing within a matrixed organization.
P&L and Product Management experience.

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.
Teach and mentor others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer.
Reviews analysts work and assist 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.
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.