Financial Analyst Senior

USAA•San Antonio, TX

7d•Hybrid

About The Position

USAA is seeking a dedicated Financial Analyst Senior to solve complex business problems through forecasting, planning, and financial modeling related to operating expenses. This role involves mentoring team members, executing complex financial processes and analysis using financial principles, and ensuring all activities comply with regulatory and compliance guidelines. The role offers a flexible work environment requiring 4 days in the office per week and is based in San Antonio, TX. 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

US military experience through military service or a military spouse/domestic partner.
Expertise related to forecasting and analysis for personnel and benefit expenses.
Experience effectively communicating with business partners to achieve desired results while influencing decisions and outcomes for the financial forecast process.
Prior experience with payroll accounting activities in support of financials.

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.