Lead Financial Analyst – Technology

USAA

Financial Analyst Lead at USAA leading financial analysis and modeling for technology organization. Responsible for advising management and providing strategic financial solutions.

Posted 7/17/2026full-timeSan Antonio • North Carolina, Texas • 🇺🇸 United StatesSenior💰 $127,310 - $243,340 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial forecasting, planning, and modeling while leading teams to provide advanced analytics and insights. Proficient in navigating complex financial processes and ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Financial ForecastingAdvanced Financial AnalysisRegulatory ComplianceTeam LeadershipComplex Business Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisBusiness AnalysisFinancial PlanningStrategic Decision Making

Soft Skills

MentoringCommunicationProblem SolvingCollaborationAdvisory Skills

Tools & Technologies

DatabasesAIGenAICloud TechnologiesCybersecurity

Industry Keywords

Business DriversInternal ControlsEnterprise PlanningFinancial ProcessesStakeholder Engagement

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Responsible for leading complex business challenges through financial forecasting, planning, and modeling
Strategizes key financial areas including USAA's technology organization
Advises team members on advanced financial analysis and complex financial processes
Ensures all work is completed in compliance with regulatory requirements, company policies, and internal controls
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
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
Reviews analysts' work and assists 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

Requirements

What you’ll need

Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience
8 years of experience conducting complex analysis and providing actionable insights to various stakeholders
Experience using databases and applications to analyze complex business domains (for example: AI, including GenAI, data center, cloud, or cyber)
Experience communicating key business and financial concepts that result in strategic decision making

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