Senior Financial Analyst

USAA

Financial Analyst Senior at USAA tackling complex financial challenges with advanced forecasting and planning methodologies. Leading teams and delivering financial insights to drive strategic business objectives.

Posted 5/22/2026full-timeCharlotte • North Carolina, 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
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

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Applicant Tracking System Keywords

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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