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USAA · 4 hours ago

Financial Analyst (Mid-Level) - CFO

San Antonio, TX

Full-time

Onsite

Mid Level

$77K/yr - $147K/yr

4+ years exp

USAA is dedicated to empowering its members to achieve financial security. As a Financial Analyst, you will be responsible for resolving business issues through financial forecasting, planning, and modeling, while ensuring compliance with regulatory guidelines.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

Responsibilities

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

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Qualification

Financial forecastingFinancial reportingFinancial analysisMicrosoft ExcelGAAP knowledgeFinancial regulations complianceBusiness partnershipCommunication skillsProblem-solving skillsTeam collaboration

Required

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