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Financial Analyst Senior

Financial Analyst Senior

CompanyUSAA
LocationCharlotte, NC, USA, San Antonio, TX, USA
Salary$103450 – $197730
TypeFull-Time
DegreesBachelor’s, Master’s
Experience LevelSenior

Requirements

  • Bachelor’s degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
  • 6 years experience conducting complex financial/accounting analysis and providing actionable insights to various partners 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 presenting 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.
  • Solid understanding of GAAP.

Responsibilities

  • Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and leads all aspects of implementation of forecasting/planning process and model improvement initiatives and business solutions.
  • Prepares and guides team on financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.
  • Interprets 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 valuable 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 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 efficiency to support USAA’s mission and operating state.
  • Acquires and applies knowledge of the business, its products and processes and serves as a resource to team members on raised issues.
  • Ensures risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Preferred Qualifications

  • Experienced in P&L management within an IT organization
  • Proficiency using APPTIO
  • Experience in partnering and communicating with executive leadership, conveying strategic objectives and aligning departmental goals
  • Experience with ERP systems or Oracle ERP
  • Interested in using new technologies for advanced financial analysis