Financial Analyst Senior

USAA•Charlotte, NC

16d•Hybrid

About The Position

USAA is seeking a Financial Analyst Senior to address complex business challenges through advanced forecasting, planning, and financial modeling. This role involves mentoring team members, ensuring compliance with regulations, and partnering with executive leadership to communicate strategic objectives and align cross-functional goals. Preferred experience includes proficiency with APPTIO, ERP systems like Oracle ERP, and an interest in leveraging emerging technologies. The role requires being in the office 4 days per week and can be based in San Antonio, TX or Charlotte, NC. Relocation assistance is not available.

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.
6 years experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.
Experience using financial/accounting technologies.
Experience communicating key financial/accounting concepts.
Finance/accounting experience in a financial services environment.
Experience using Microsoft Office Excel for significant financial data analysis.
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

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 team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.
Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.
Interprets complex financial information and makes recommendations to business leaders.
Implements solutions to key financial and operational opportunities.
Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.
Leads 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.
Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.
Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.