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USAA

Lead Financial Analyst – P&C

USAA

. Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers .

Posted 5/16/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesSenior💰 $127,310 - $243,340 per yearWebsite

About the role

Key responsibilities & impact
  • Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers
  • Anticipates opportunities to tackle the most complex and/or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management
  • Consistently interacts with senior management becoming their trusted advisor on all financial issues
  • Makes recommendations to solve short-term, as well as strategic financial business problems
  • Teaches and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer
  • Reviews analysts work and assist management in assigning tasks and managing workflow
  • Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies
  • Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies
  • Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues
  • Acquires and applies expert knowledge of the business, its products and processes
  • Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Requirements

What you’ll need
  • 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
  • 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities
  • OR Advanced degree in Business, Accounting, Finance, Economics, or a related field
  • progress towards a CPA or CFA designation
  • 6 years of financial/accounting analysis experience to include 1 year leading strategic financial/accounting opportunities
  • Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required
  • Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required
  • Experience communicating complex financial/accounting topics to a variety of audiences
  • Experience using financial/accounting technologies and proposing recommendations for improvements
  • Experience using Microsoft Office Excel for significant financial data analysis and reporting
  • 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

Benefits

Comp & perks
  • 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
  • various wellness programs
  • career path planning and continuing education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysisdata analysisstrategic financial opportunitiesfinancial reportingGAAPrisk managementcomplianceaccounting principlesfinancial modelingbusiness acumen
Soft Skills
leadershipmentoringcommunicationproblem resolutionteam motivationtrusted advisorinformation sharingworkflow managementcross-functional collaborationdecision making
Certifications
Bachelor's degreeAdvanced degreeCPACFA