Lead Financial Analyst

USAA

Financial Analyst Lead at USAA driving strategic financial support and partnering closely with executive leadership. Leading key financial processes and providing mentorship to junior analysts with advanced analytics.

Posted 5/22/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $127,310 - $243,340 per yearWebsite

About the role

Key responsibilities & impact

Lead key financial processes and expense categories, helping solve complex business challenges through forecasting, planning, and financial modeling across areas such as profitability, liquidity, and operating expenses
Gather business requirements, translate data into meaningful insights, and influence decision-making at the VP and SVP level
Provide mentorship and guidance to junior analysts while helping manage workflow and priorities
Deliver advanced analytics, improve reporting capabilities, and identify opportunities to leverage emerging technologies for more efficient and effective financial processes
Anticipate 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 interact with senior management becoming their trusted advisor on all financial issues

Requirements

What you’ll need

Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field
8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities
Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 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
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 modelingforecastingdata analysisfinancial analysisreporting capabilitiesstrategic financial opportunitiestechnical accountingGAAP

Soft Skills

mentorshipinfluencing decision-makingcommunicationproblem-solvingtrusted advisor

Certifications

CPACFA