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USAA

Senior Financial Analyst

USAA

. 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.

Posted 5/20/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesSenior💰 $103,450 - $197,730 per yearWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field
  • 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

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 forecastingfinancial analysiscost benefit analysisproduct pricingproduct profitabilityfinancial reportingdata analysisGAAPrisk managementcompliance
Soft Skills
leadershipcommunicationteam guidanceproactive analysisbusiness insightsinnovationproductivitydecision-makingresource utilizationstakeholder engagement
Certifications
Bachelor's degreeAdvanced degreeCPACFA