Internal Controls Financial Reporting Advisor (Mid-Level)

USAA•San Antonio, TX

4d•$93,770 - $179,240•Hybrid

About The Position

We are seeking an ICFR (Internal Controls Financial Reporting) Advisor to be part of the team that is responsible for executing management’s financial reporting/SOX control testing and evaluation program, specifically for shared service process areas supporting the bank and insurance entities. 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, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position.

Requirements

Bachelor's degree in Business, Accounting, Finance, Risk Management, or related field; OR 4 years of relevant education and/or experience.
4 years' experience in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience OR at least 2 years of ICFR experience at a Big Four accounting firm.
Demonstrated knowledge in driving adoption of ICFR and collaborating cross-functional teams in planning and executing complex situations.
At least 2 years of progressive related experience developing and delivering results in a complex ICFR matrix environment.
Experience identifying opportunities and proposing ideas for improvement within ICFR controls.
Knowledge of banking, insurance, or investment systems processes, laws and regulations.
Strong understanding of accounting principles with ability to apply during internal reviews and controls.
Proficient in Microsoft Excel, PowerPoint, and Word.
Experience effectively communicating to various stakeholders and business partners ICFR results and impacts.

Nice To Haves

US military experience gained through military service or gained as a military spouse / domestic partner.
Experience auditing financial reporting/SOX controls in Shared Service process areas (e.g., Cash Disbursements, Capitalized Software, Intercompany, Compensation, Income Taxes, Financial Statement Close, Entity Level Controls, Fixed Assets, Accounts Payable and Investments)

Responsibilities

Manages the following initiatives on behalf of ICFR Program Management Office (PMO) in support of ICFR related initiatives which may include: Oversees and maps business processes to significant accounts, coordinates and/or facilitates execution of walkthrough schedule/sessions, conducts re-testing activities, supports process owner attestation process, assists with documenting evaluation results in support of final ICFR effectiveness decisions.
Assists in the coordination efforts and facilitation sessions of the annual ICFR walkthrough activities; obtains/develops documentation in support of walkthroughs.
Supports ICFR PMO in advising USAA management over ICFR effectiveness and best practices through walkthrough activities and ICFR monthly meetings, escalating concerns to ICFR PMO management.
Assists in the development of presentation materials supporting ICFR Steering Group (ISG), ICFR touchpoint meetings, and other ICFR communications.
Partners and coordinates with BCM control partners to identify and evaluate ICFR controls and issues, documents results of overall ICFR control tests, and conducts root cause analysis in accordance with ICFR Program methodologies.
Proactively identifies opportunities to improve and strengthen the ICFR control environment; provides guidance and recommendations to BCM partners in the execution of ICFR activities and assists with ICFR training activities.
Serves as a resource to less experienced team members and BCM community to advise on completing ICFR Program deliverables.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.