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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
- Interprets complex financial information and makes 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
- 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
- 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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial forecastingfinancial analysiscost benefit analysisproduct pricingproduct profitabilityfinancial reportingGAAPfinancial regulationsdata analysisaccounting analysis
Soft Skills
leadershipcommunicationteam guidancedecision-makinginnovationproactive analysisresource utilizationinterpersonal skillsproblem-solvingcollaboration
Certifications
Bachelor's degreeAdvanced degreeCPA designationCFA designation