Financial Analyst Lead

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

As a dedicated Financial Analyst Lead, you will be responsible for leading strategic business processes and analysis related to management and Board level reporting, long-range planning, performance standards, financial scenarios and non-member contact incentive compensation scorecards.

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 the following locations: San Antonio TX, Plano TX, Tampa FL, Charlotte NC, Phoenix AZ or Colorado Springs CO.

Relocation assistance is not available for this position.

What you'll do:

• Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers.
• Anticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management.
• Consistently interacts with senior management becoming their trusted advisor on all financial issues.
• Makes recommendations to solve short-term, as well as strategic financial business problems.
• Teaches and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer.
• Reviews analysts work and assists management in assigning tasks and managing workflow.
• Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.
• Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies.
• Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues.
• Acquires and applies expert knowledge of the business, its products and processes.
• Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.
• Ensures risks associated with business activities are effectively 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.
• 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities. OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.
• Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required.
• Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required.
• Experience communicating complex financial/accounting topics to a variety of audiences.
• Experience using financial/accounting technologies and proposing recommendations for improvements.
• Experience using Microsoft Office Excel for significant financial data analysis and reporting.
• 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.

What sets you apart:

• Ability to create and translate results into meaningful visualizations.
• Experience with management and board level reporting.
• Experience with long-range planning and scenario analysis.
• Experience with incentive compensation scorecard creation and management.
• Adept at identifying financial control strength / weakness while developing and maintaining a strong internal control framework.
• US military experience through military service or a milita