Financial Analyst (Mid-Level) - CFO

USAA

14d • Hybrid

About The Position

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Financial Analyst I, you'll be responsible for resolving business issues through financial forecasting, planning, and modeling. This includes analyzing income, profitability, liquidity, capital, leverage, and asset/liability management, as well as operating expenses. A key aspect of this position is ensuring all activities comply with regulatory and legal guidelines. This role develops financial forecasts and plans for complex business areas or expense categories and improves forecasting and planning processes and models. Success in this position requires proficiency in independently preparing financial reports and ad hoc analyses to guide decisions and uncover financial and operational opportunities. 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 related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 4 years experience conducting financial/accounting analysis, preparing financial reports, or financial plans and providing recommendations; OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA, or CFA designation and 2 years of financial / accounting analysis or related work experience.
• Ability to communicate financial/accounting concepts.
• Experience in a financial services environment.
• Experience using Microsoft Office Excel for financial data analysis.
• Experience working with financial/accounting technologies.
• Understanding, application, and adherence to financial regulations and compliance.
• Experience producing financial reports.
• General knowledge of GAAP.

Nice To Haves

• Life insurance industry knowledge.
• Investment industry knowledge.
• Expense background or experience.

Responsibilities

• Develops financial forecasts/plans for a large and moderately complex to complex business area or expense category
• Develops and implements forecasting/planning process, and model improvement initiatives.
• Independently prepares recurring or ad hoc financial reports and analysis or cost benefit analysis to support and provide insights for internal and external management decision-making.
• Delivers moderately complex to complex financial research and value-added business decision support and recommends or implements solutions to key financial and operational opportunities.
• Responsible for product assignments, product pricing, product profitability and ad hoc analysis.
• Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.
• Acquires and applies intermediate knowledge of the business, its products and processes to resolve issues and navigate obstacles to deliver work product.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

• At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness.
• These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs.
• Additionally, our career path planning and continuing education assists employees with their professional goals.
• For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees