Financial Analyst Lead - AI Technology

USAA • San Antonio, TX

1d • $127,310 - $243,340 • Hybrid

About The Position

As a dedicated Financial Analyst Lead, you will lead financial processes and expense categories to solve complex business problems, performing forecasting, planning, and financial modeling related to AI investments. You will mentor team members on complex financial processes and drive the team to deliver advanced analytics and insights about key business drivers. You will assist management with assigning tasks and managing workflow while ensuring activities comply with regulatory and compliance guidelines.

This position requires working in the office four days per week and may be based in San Antonio, Texas, or Charlotte, North Carolina. Relocation assistance is not available. USAA does not provide visa sponsorship for this role.

Requirements

• Bachelor's degree in Business, Accounting, Finance, Economics, or a related field, or four years of relevant education and/or experience.
• Six years of financial/accounting analysis experience, including two years leading strategic financial/accounting opportunities; or an advanced degree in Business, Accounting, Finance, Economics, or a related field, progress toward a CPA or CFA designation, and four years of financial/accounting analysis experience, including one year leading strategic financial/accounting opportunities.
• Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen.
• Subject-matter-expert business acumen in financial services operations, finance/accounting industry practices, and emerging trends.
• 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 applying and adhering to financial regulations and compliance requirements.
• Experience producing financial reports and providing recommendations based on data.
• Working knowledge of GAAP.

Nice To Haves

• US military experience gained through military service or as a military spouse/domestic partner.
• Working knowledge of artificial intelligence (AI) concepts and technologies.

Responsibilities

• Lead, develop, and motivate the team to provide advanced analytics and insights around key business drivers.
• Anticipate complex or unique business problems and provide proactive financial solutions with holistic, forward-looking perspectives to support senior management decision-making.
• Interact consistently with senior management as a trusted advisor on financial issues.
• Recommend solutions to short-term and strategic financial business problems.
• Teach and mentor others on complex financial processes, business drivers, and systems, supporting information sharing and knowledge transfer.
• Review analysts' work and assist management with assigning tasks and managing workflow.
• Lead initiatives to develop an integrated enterprise planning process across multiple companies and/or staff agency processes and technologies.
• Direct analyses and guide the development, enhancement, and implementation of critical processes, programs, and technologies.
• Lead cross-functional teams through problem resolution and advise senior management on issues and potential solutions.
• Acquire and apply expert knowledge of the business, its products, and processes.
• Perform complex and unique assignments and resolve problems across multiple systems, functions, or processes.
• Ensure business risks are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

• Comprehensive medical, dental, and vision plans.
• 401(k) and pension.
• Life insurance.
• Parental benefits and adoption assistance.
• Paid time off, including paid holidays and 16 paid volunteer hours.
• Wellness programs.
• Career path planning and continuing education.
• Employees may be eligible for pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior