Financial Analyst Lead

USAA•Charlotte, NC

4d•Hybrid

About The Position

We are seeking a Financial Analyst Lead to drive strategic financial support and partner closely with executive leadership. In this role, you will lead key financial processes and expense categories, helping solve complex business challenges through forecasting, planning, and financial modeling across areas such as profitability, liquidity, and operating expenses. As a trusted financial advisor, you will gather business requirements, translate data into meaningful insights, and influence decision-making at the VP and SVP level. Your ability to communicate clearly and challenge perspectives will be critical in shaping strategy and aligning financial outcomes with business goals. This role also plays a key leadership function within the team, providing mentorship and guidance to junior analysts while helping manage workflow and priorities. You will be responsible for delivering advanced analytics, improving reporting capabilities, and identifying opportunities to leverage emerging technologies for more efficient and effective financial processes. The ideal candidate brings strong experience with tools like Apptio and ERP systems (preferably Oracle), along with a proven track record in forecasting, accruals, and month-end close. Success in this role requires a combination of technical expertise, leadership capability, and the ability to build strong relationships across cross-functional teams. 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 not available for this position.

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 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

3 years of experience leading, mentoring, and growing junior analysts, with a focus on development and performance
Experience as a trusted financial partner/consultant to executive leadership, effectively gathering requirements and delivering insights that influence business decisions
Experience using Apptio
Strong communication and relationship-building skills, with the ability to partner effectively with executive leadership
Ability to clearly communicate strategic goals and align teams across functions
Experience working with ERP systems, preferably Oracle
Strong analytical and reporting skills, with the ability to interpret and present complex data in a clear way
Interest in using new technologies to improve financial analysis and processes
Experience with forecasting, accruals, and month-end close

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.