Financial Analyst Senior

Posted 5 Days Ago
San Antonio, TX, USA
In-Office
103K-198K Annually
Senior level
Insurance
The Role
As a Financial Analyst Senior, you will solve complex business problems through forecasting, planning, and financial modeling, while mentoring team members and ensuring compliance with regulations.
Summary Generated by Built In

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.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Financial Analyst Senior, you will be responsible for solving complex business problems while performing forecasting, planning, and financial modeling related to operating expenses. This role mentors team members to execute more complex financial processes and analysis, utilizing financial principles. Ensuring all activities are completed within regulatory and compliance guidelines.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is not available for this position.

What you'll do:

  • Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.
  • Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.
  • Interpret complex financial information and make recommendations to business leaders. Implements solutions to key financial and operational opportunities.
  • Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.
  • Leads 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.
  • Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.
  • Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.
  • Ensure 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.
  • 6 years’ experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.
  • Experience using financial/accounting technologies.
  • Experience communicating key financial/accounting concepts.
  • Finance/accounting experience in a financial services environment.
  • Experience using Microsoft Office Excel for significant financial data analysis.
  • 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:

  • US military experience through military service or a military spouse/domestic partner.
  • Expertise related to forecasting and analysis for personnel and benefit expenses.
  • Experience effectively communicating with business partners to achieve desired results while influencing decisions and outcomes for the financial forecast process.
  • Prior experience with payroll accounting activities in support of financials.

Compensation range: The salary range for this position is: $103,450 - $197,730.

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.

Skills Required

  • Bachelor's degree in Business, Accounting, Finance, Economics, or related field
  • 6 years' experience in financial/accounting analysis
  • Experience using financial/accounting technologies
  • Experience communicating financial concepts
  • Finance/accounting experience in financial services
  • Experience using Microsoft Office Excel for financial data analysis
  • Experience with financial regulations and compliance
  • Experience producing financial reports and recommendations
  • Working knowledge of GAAP

USAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about USAA and has not been reviewed or approved by USAA.

  • Retirement Support Robust retirement programs include a rich 401(k) employer match alongside a company-funded pension, reinforcing long-term financial security. These elements are often singled out as standout features of the total rewards package.
  • Healthcare Strength Comprehensive medical, dental, vision, behavioral health, and telehealth coverage is paired with wellness incentives and onsite or reimbursed fitness resources. These offerings are perceived as meaningfully enhancing overall compensation value.
  • Parental & Family Support Fully paid parental leave, adoption assistance, and childcare reimbursement reflect substantial support for families. These benefits are widely regarded as valuable contributors to the employment proposition.

USAA Insights

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The Company
Austin, TX
35,000 Employees

What We Do

At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice. Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures. It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.

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