Financial Analyst Senior
USAAAbout the role
Why USAA?
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
We are seeking a Senior Financial Analyst with a strong background in P&L support for IT organizations. The ideal candidate will have proficiency in using APPTIO and have experience in collaborating with executive leadership to convey strategic objectives and align departmental goals. Additionally, familiarity with ERP systems, particularly Oracle ERP, is essential. We are interested in candidates who are eager to use new technologies for advanced financial analysis, driving insights that support organizational growth and efficiency.
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: Charlotte, NC or San Antonio TX
Relocation assistance is not available for this position.
What you'll do:
- Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and leads all aspects of implementation of forecasting/planning process and model improvement initiatives and business solutions.
- Prepares and guides team on financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.
- Interprets 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 valuable 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 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 efficiency to support USAA's mission and operating state.
- Acquires and applies knowledge of the business, its products and processes and serves as a resource to team members on raised issues.
- Ensures risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
- 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 partners 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 presenting 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.
- Solid understanding of GAAP
What sets you apart:
- Experienced in P&L management within an IT organization
- Proficiency using APPTIO
- Experience in partnering and communicating with executive leadership, conveying strategic objectives and aligning departmental goals
- Experience with ERP systems or Oracle ERP
- Interested in using new technologies for advanced financial analysis
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary
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