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USAA
USAA
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USAA is a financial services company focused on serving current and former members of the U.S. military and their families. Its offerings span banking, insurance, and investment products, supported by secure digital tools and member-focused service. The company brings together teams working across financial technology, risk, operations, and customer experience to help its members manage their financial lives.
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Senior Financial Analyst, Distribution and Sales – USAA (Hybrid)

Lead forecasting, financial modeling, profitability analysis, and decision support for USAA’s Distribution and Sales function. Guide teams and business leaders while supporting risk management and compliance.

USUnited StatesAZArizonaCOColoradoFLFloridaNCNorth CarolinaTXTexas
$103,450 – $197,730 / year
HybridFull-timeSeniorEnglish RequiredFinancial Planning and Analysis
SQLTableau

Description

  • Own financial forecasts and planning deliverables for an assigned business area or function
  • Coach team members and oversee forecasting processes and model enhancements
  • Develop complex financial reports, analyses, and cost-benefit evaluations while guiding the team’s work
  • Supply insights that support decisions by internal and external management
  • Assess complex financial information and recommend practical solutions to business leaders
  • Provide customers and business partners with high-value decision support
  • Lead product assignments, pricing reviews, profitability analysis, and ad hoc financial studies
  • Deliver forward-looking analysis to improve decisions and resource allocation
  • Collaborate with senior managers and company leaders
  • Support team development while encouraging innovation and productivity
  • Apply advanced understanding of business operations, products, and processes
  • Act as a subject-matter resource for escalated issues
  • Identify, assess, monitor, and mitigate risks in line with applicable risk and compliance policies

Requirements

  • Bachelor’s degree in business, accounting, finance, economics, or a related discipline, or four years of relevant education and/or experience
  • Six years of complex financial or accounting analysis experience with actionable stakeholder insights, or an advanced degree, progress toward CPA or CFA certification, and four years of related experience
  • Hands-on experience with financial or accounting technologies
  • Ability to explain essential financial and accounting concepts clearly
  • Financial or accounting experience in financial services
  • Advanced use of Microsoft Excel for substantial financial data analysis
  • Experience applying and following financial regulations and compliance requirements
  • Background preparing financial reports and developing data-based recommendations
  • Working knowledge of GAAP
  • Must not require current or future immigration assistance or visa sponsorship
  • Financial Analyst experience in the property and casualty insurance sector
  • Experience with SQL, Tableau, and Snowflake; VSCode experience is a plus

Benefits

  • Performance-based incentive compensation may be available at the corporate and individual levels
  • Medical, dental, and vision coverage
  • 401(k) plan
  • Pension plan
  • Life insurance
  • Parental support benefits
  • Adoption assistance
  • Paid time off
  • Paid holidays
  • 16 hours of paid volunteer time
  • Wellness offerings
  • Career development and path planning
  • Continuing education support

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