Job Location: Charlotte, NC
Purpose of Job We are seeking a talented Financial Analyst Senior for our Charlotte, NC facility.
This position does NOT have the option of working remotely in the continental U.S.
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 our office in Charlotte, NC.
The person selected for this role will be responsible for solving complex business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Mentors team members to execute more complex financial processes and analysis, utilizing financial principles. Ensures all activities are completed within regulatory and compliance guidelines.
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.
About USAA IT
Our most meaningful qualification isn’t technical, it’s human. Here, we don’t just sit in front of a screen. We stand behind our 13 million members who rely on us every day.
We’re proud of USAA’s strong history — and we’re even more passionate about our future. That’s why we have a team of supportive and collaborative hardworking technology professionals focused on doing more for our members. And why we’re continuing to add innovative problem solvers to our team. With us, you’ll find exciting challenges that inspire you to continue learning and growing.
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.
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.
Interprets complex financial information and makes 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.
Minimum requirements:
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.
Preferred experience:
Previous experience with financial processes including month-end close, budgeting & forecasting, management reporting, variance analysis, and cost allocations.
In depth understanding of workforce planning and expense management concepts. Ability to partner with business leaders in efficiently handling large operating budgets.
Experience employing platforms such as Tableau, Business Objects, Essbase, and Hyperion Planning to forecast and report operating results.
Understanding of case management principals and knowledge in applying those analyses to optimize spend.
Ability to perform with multiple priorities in a high-paced environment.
Able to perform some activities with little direction/guidance.
Work across the organization, establishing relationships and influencing leaders at different levels.
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: $88,200 – $158,900 *
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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