Financial Reporting Analyst Senior at USAA (Charlotte, NC)

| Charlotte, NC
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Purpose of Job
We are seeking a hardworking and talented Financial Reporting Advisor for our Bank and Bank Holding Company Reporting Team.

Hybrid schedules available for our Charlotte, NC, Plano, TX and San Antonio, TX offices.

Serves as catalyst in preparation and delivery of financial documents and regulatory reports and analysis used by various partners to meet regulatory and compliance reporting requirements. Proven track record of performing appropriate research, prepare and review financial and regulatory reports, tackle problems and completes significant business and operational analytics while adhering to internal controls over financial reporting. Supports audits and examinations and interacts frequently with internal and external auditors and regulatory examiners.

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.

Primary Responsibilities:
  • Identifies and leads existing and emerging risks that stem from business activities and the job role.
  • Ensures risks associated with business activities are efficiently identified, measured and controlled.
  • Follows written risk and compliance policies, standards, and procedures for business activities.
  • Develops and implements processes to facilitate the end-to-end delivery of financial and regulatory reporting to include Bank and Bank Holding Company.
  • Acquires and applies demonstrated knowledge of appropriate and applicable industry practices and USAA business and products
  • Applies professional skepticism to Interpret and understand financial results and regulatory information as well as business and financial statement interrelationships, and provide informed, proactive analysis and business insights for analytical review to enable effective decision-making for financial and regulatory reporting.
  • Prepares and reviews financial and regulatory reports in addition to audited statements and support schedules.
  • Performs procedures and identifies and implements improvements in accordance with internal controls over financial reporting.
  • Interacts regularly with management, regulatory agencies, and business partners (i.e., audit, treasury, compliance and legal, etc.) to ensure appropriate discussion and execution of requisite actions.
  • Monitors, analyzes and interprets proposed and changes to financial reporting requirements to resolve impact to USAA.
  • Serves as an advisor to management and serves as valued and trusted resource to team members as well as a mentor to peers and team members.
  • Drafts and delivers disclosures, memos, and delivers presentations and supporting documentation
  • Partners with areas across the enterprise to ensure accurate and timely receipt of supporting information.
  • Plans and prioritizes maintenance of processes, procedures, tools and resources.

Minimum Requirements:
  • Bachelor's Degree; OR 4 years' demonstrated ability (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • Minimum of 6 years' experience preparing and delivering call reports and other bank regulatory reporting in bank or bank holding company industry.
  • Minimum of 4 years' experience conducting research and preparing financial analysis.
  • Expert knowledge of Microsoft Office applications including Excel.
  • Solid understanding of Generally Accepted Accounting Principles (GAAP).

Preferred Experience:
  • Master's degree in Finance, Accounting, or Business Administration (MBA)
  • Certified Public Accountant (CPA)
  • Ability to coordinate and work closely with other lines of business, legal and compliance.

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.


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 position. The salary range for this posi

tion is: $88,200.00-$158,90.00.

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.


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.

To see details on our outstanding benefits, visit USAA Total Rewards.

Relocation assistance is not available for this position.
More Information on USAA
USAA operates in the Insurance industry. The company is located in Phoenix, AZ, Colorado Springs, CO, Plano, TX, San Antonio, TX, Austin, TX, Tampa, FL, Tampa, FL and Chesapeake, VA. USAA was founded in 2022. It has 35000 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Mental Health Benefits. To see all 62 open jobs at USAA, click here.
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