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Financial Analyst - Mid Level (Hybrid)

Company: United Services Automobile Association (USAA)
Location: Plano
Posted on: June 24, 2022

Job Description:

Purpose of JobWe are seeking a talented Financial Analyst for our San Antonio, Charlotte, or Plano facility.Responsible for solving business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Ensures all activities are completed within regulatory and compliance guidelines.Job RequirementsAbout USAAUSAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level.Primary Responsibilities:* Identifies and manages existing and emerging risks that stem from business activities and the job role.* Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.* Follows written risk and compliance policies, standards, and procedures for business activities.* Develops financial forecasts/plans for a large and moderately complex to complex business area or expense category; Develops and implements forecasting/planning process, and model improvement initiatives.* Independently prepares recurring or ad hoc financial reports and analysis or cost benefit analysis to support and provide insights for internal and external management decision-making.* Delivers moderately complex to complex financial research and value-added business decision support and recommends or implements solutions to key financial and operational opportunities.* Responsible for 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.* Acquires and applies intermediate knowledge of the business, its products and processes to resolve issues and navigate obstacles to deliver work product.Minimum Requirements:* Bachelor's degree in Business, Accounting, Finance, Economics, or related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.* 4 years experience conducting financial/accounting analysis, preparing financial reports, or financial plans and providing recommendations; OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA, or CFA designation and 2 years of financial / accounting analysis or related work experience.* Ability to communicate financial/accounting concepts.* Experience in a financial services environment.* Experience using Microsoft Office Excel for financial data analysis.* Experience working with financial/accounting technologies.* Understanding, application, and adherence to financial regulations and compliance.* Experience producing financial reports.* General knowledge of GAAP.When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred Experience:* CPA, CFA or certified FP&A designations.* Knowledge of Cognos tool, all MS Office applications, Peoplesoft ledger querying skills.* Strong analytical skills, management reporting and visualization skills.The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.Compensation:USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $66,300 - $119,500*( this does not include geographic differential it may be applied based on your work location)Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors.* Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average.Shift premium: will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours.Benefits:At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.Please click on the link below for more details.USAA Total RewardsRelocation assistance is not available for this position.

Keywords: United Services Automobile Association (USAA), Plano , Financial Analyst - Mid Level (Hybrid), Accounting, Auditing , Plano, Texas

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