Job description

Purpose of Job We are seeking a talented Financial Analyst Mid-Level for our Charlotte, NC, San Antonio, TX or Plano, TX facility.

This position does not have the option of working fully remote.

USAA values a culture that is highly collaborative, and we have found that a hybrid work type helps employees gain the best of both worlds – collaborating in-person in the office and working from home. The actual onsite days are settled between each employee and the employee’s manager. Candidates are expected to live a commutable distance from one of our offices in Charlotte, NC, San Antonio, TX or Plano, TX.

The Financial Analyst will serve as the central coordinator for all of the team’s manual data request repositories, maintained in SharePoint and Wdesk. The role also entails development and maintenance of procedures detailing the team’s processes, including recommending and implementing process and procedure enhancements.

Job Requirements
About USAA
USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.

Tasks:
Identifies and manages existing and emerging risks that stem from business activities and the job role.

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

Follows written risk and compliance policies, standards, and procedures for business activities.

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.

Minimum requirements:
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.

Preferred experience:
Experience preparing and delivering regulatory reports in the financial services industry, a Bank Holding Company or similar.

High proficiency in Microsoft suite of products – Word, Excel, PowerPoint.

Excellent analytical and problem-solving skills.

Excellent communication skills (both written and verbal) and interpersonal skills.

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.

Compensation:
USAA has an effective method 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 position. The salary range for this skill is: $66,300 - $119,500 *
Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.

Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.

Shift premium: will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.

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.

Please click on the link below for more details.
USAA Total Rewards

Relocation assistance is Not Available for this position.

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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