Financial Analyst (Intermediate) - CFO

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.

The Opportunity

As a dedicated Financial Analyst II , you'll resolve business problems within established guidelines by conducting forecasting, planning, and financial modeling. These activities cover various financial aspects including income, profitability, liquidity, capital, leverage, and asset / liability management, as well as operating expenses. A core responsibility is to ensure all actions adhere to regulatory and compliance standards. This role will conduct moderately complex financial research and provide business decision support, identifying financial and operational opportunities.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations : San Antonio, TX, or Charlotte, NC.

Relocation assistance is not available for this position.

What you'll do :

Prepares financial forecasts / plans for a business area or expense category; with supervision, develops routine forecasting / planning process and model improvement initiatives.

Prepares routine or ad basic hoc financial reports and analysis or cost benefit analysis to support internal and external management decision making.

With supervision, delivers moderately complex financial research and value-added business decision support to financial and operational opportunities.

Applies basic technical knowledge and performs product assignment, product pricing, product profitability and ad hoc analysis.

Provides informed, proactive analysis and business insights to assist with effective decision making and efficient resource utilization.

Acquires and applies maturing knowledge of the business, its products and processes to resolve issues and identify appropriate issues for escalation.

Ensures 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; OR 4 additional years of related (in addition to the minimum years of experience required) may be substituted in lieu of degree.

2 years experience conducting financial / accounting analysis and preparing financial reports or financial plans OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and up to 2 years of financial / accounting analysis or related work experience.

Ability to communicate to various stakeholders.

Ability to apply critical thinking skills to proposed solutions.

Experience using Microsoft Office Excel to produce deliverables.

Understanding of financial compliance.

What sets you apart :

Life insurance industry knowledge.

Investment industry knowledge.

Expense background or experience.

Compensation range : The salary range for this position is : $63,590 - $121,530 .

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.