Job Description

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 I , you'll be responsible for resolving business issues through financial forecasting, planning, and modeling. This includes analyzing income, profitability, liquidity, capital, leverage, and asset/liability management, as well as operating expenses. A key aspect of this position is ensuring all activities comply with regulatory and legal guidelines. This role develops financial forecasts and plans for complex business areas or expense categories and improves forecasting and planning processes and models. Success in this position requires proficiency in independently preparing financial reports and ad hoc analyses to guide decisions and uncover financial and operational opportunities.

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, or Charlotte, NC.

Relocation assistance is not available for this position.

What you'll do:

• 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.

What you have:

• Bachelor’s degree in Business, Accounting, Finance, Economics, or related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 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.

What sets you apart:

• Life insurance industry knowledge.

• Investment industry knowledge.

• Expense background or experience.

Compensation range: The salary range for this position is: $77,120 - $147,390 .

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 range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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