Job Description

**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 I** , you'll be responsible for resolving business issues through financial forecasting, planning, and modeling. This includes analyzing income, profitability, liquidity, capital, leverage, and asset/liability management, as well as operating expenses. A key aspect of this position is ensuring all activities comply with regulatory and legal guidelines. This role develops financial forecasts and plans for complex business areas or expense categories and improves forecasting and planning processes and models. Success in this position requires proficiency in independently preparing financial reports and ad hoc analyses to guide decisions and uncover 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:** + Develops financial forecasts/plans for a large and moderately complex to complex business area or expense category; Develops and implements forecasting/planning process, and model improvement initiatives. + Independently prepares recurring or ad hoc financial reports and analysis or cost benefit analysis to support and provide insights for internal and external management decision-making. + Delivers moderately complex to complex financial research and value-added business decision support and recommends or implements solutions to key financial and operational opportunities. + Responsible for 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. + Acquires and applies intermediate knowledge of the business, its products and processes to resolve issues and navigate obstacles to deliver work product. + 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 related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. + 4 years experience conducting financial/accounting analysis, preparing financial reports, or financial plans and providing recommendations; OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA, or CFA designation and 2 years of financial / accounting analysis or related work experience. + Ability to communicate financial/accounting concepts. + Experience in a financial services environment. + Experience using Microsoft Office Excel for financial data analysis. + Experience working with financial/accounting technologies. + Understanding, application, and adherence to financial regulations and compliance. + Experience producing financial reports. + General knowledge of GAAP. **What sets you apart:** + Life insurance industry knowledge. + Investment industry knowledge. + Expense background or experience. **Compensation range:** The salary range for this position is: $77,120 - $147,390 **.** **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._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection ( here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

Job Tags

Work experience placement, H1b, Work at office, Relocation package, Flexible hours,

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