Technical Accounting Policy Lead at USAA (Charlotte, NC)

| Charlotte, NC
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Purpose of Job
We are seeking a hardworking and talented Technical Accounting Policy Lead.

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

This Accounting Policy Lead will work in support of the Bank and Bank Holding Company Regulatory Report owners and other key partners by providing interpretive guidance on regulatory reporting requirements. This position will provide counsel on the impact of changes in regulatory reporting instructions, changes in US GAAP and assessment of non-standard business transactions, working collaboratively to resolve impact on regulatory reports.

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 effectively identified, measured and controlled.
  • Follows written risk and compliance policies, standards, and procedures for business activities.
  • Assesses USAA's financial activity to resolve accounting policies that are needed and leads efforts to write, update and publish accounting policies by following new standards, protocols and governance including updates required to key executives.
  • Leads accounting and reporting research activities for the USAA companies on complicated business transactions and provides appropriate technical accounting interpretation on the application of GAAP and/or SAP or both to management and other partners on the analysis of alternatives, and where applicable, execution considerations.
  • Prepares documentation supporting USAA's accounting positions with significant transactions.
  • Accountable for USAA's position with regards to external auditor's technical accounting and reporting inquiries.
  • Performs accounting and documentation for areas of accounting, such as hedge accounting, Variable Interest Entity / consolidation analysis and contingencies.
  • Leads teams on special studies and research/analysis of accounting impact of financial and operational issues. Drives efforts to assess and communicate impact of new and emerging accounting standards to senior leadership and impacted partners. Makes recommendations on courses of action.
  • Drives and helps support accounting processes and decisions that need to be made regarding new strategies, as well as issue resolution and agreement on compliance and accounting standards.
  • Routinely interacts with senior management; makes recommendations to solve current and long-term accounting policy matters.
  • Serves as a resource on called out accounting policy issues of a complicated nature.
  • Guides others about accounting policy; ensuring knowledge transfer to team members reviews work of other, less expert team members.

Minimum Requirements:
  • Bachelor's degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • Certified Public Accountant designation.
  • Minimum 8 years' experience in dynamic roles within accounting and/or financial reporting.
  • Validated ability to perform and effectively communicate the results of technical accounting research.
  • Experience reviewing, interpreting, and influencing accounting policies in a financial services environment.
  • Experience leading or mentoring team members on accounting or finance topics.
  • Experienced with Generally Accepted Accounting Principles (GAAP) and/or Statutory Accounting Principles (SAP).
  • Experience with developing, implementing and communicating new policies and processes to align with accounting standards.
  • Experience performing technical accounting research and documentation of complicated accounting and reporting analyses.

Preferred Experience:
  • Familiarity with banking industry regulations
  • Experience with Call Report or Y9C and interpreting instructions
  • Experience with regulatory reporting and supporting requests from regulatory authorities
  • Ability to coordinate and work closely with reporting teams, other business units, legal and compliance.
  • Strong writing and communication skills and experience applying technical accounting knowledge in policies and memos
  • Strategic problem solver who is comfortable and successful working independently that can come with point of view and initiate needed action.
  • Master's degree in Finance, Accounting, or Business Administration (MBA)

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 position is: $117,600.00 - $211,700.00.

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 77 open jobs at USAA, click here.
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