Financial Analyst (Mid-Level)

USAA•San Antonio, TX

16h•Hybrid

About The Position

As a dedicated Financial Analyst (Mid-Level), you’ll be responsible for solving business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Ensuring all activities are completed within regulatory and compliance guidelines. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is not available for this position.

Requirements

Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience.
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

US military experience through military service or a military spouse/domestic partner.

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.