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
Interpret complex financial information and make 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
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

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

Senior Financial Analyst – Underwriting, Product Development, Modernization

Key skills