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USAA

Business Rules Analyst Senior - External Reporting

Posted 17 Days Ago
Be an Early Applicant
In-Office
Charlotte, NC, USA
94K-179K Annually
Senior level
In-Office
Charlotte, NC, USA
94K-179K Annually
Senior level
Leads business analysis and reporting transformation initiatives for financial systems. Gathers requirements, documents business rules, designs functional solutions, manages system enhancements and change control, coordinates testing, and oversees data lineage and financial data integrations. Partners with IT, business lines, vendors, and internal teams to modernize reporting and automation while ensuring regulatory, audit, and control requirements are met.
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Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Business Rules Analyst Senior, you will gather and analyze internal business requirements through interviews, workflow analyses, and facilitated discussions with users. You will translate users' business requirements into detailed functional designs for development, testing, and implementation. You will apply methodologies and prepare detailed specifications and related documentation. You will assist business partners in identifying and documenting business rules. You will also ensure that rules and associated metadata are governed appropriately and stored within a single source of truth.


We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, or Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

  • Designs and modifies application rules and configurations to facilitate business user needs.
  • Serves as liaison to IT to ensure adequate execution of business user needs.
  • Serves as Subject Manager Expert for systems supported in business functions, to include researching data lineage and managing end-to-end data integration points for source to target of financial data.
  • Leads teams on project management, system change management, business rules and analysis and development, product development, product maintenance, service delivery and changes to existing systems/applications.
  • Coordinates and manages project enhancements to benefit business users.
  • Ensures change control processes and procedures encompass and/or adhere to enterprise or industry guidelines or best practices.
  • Reviews post implementation documentation for lessons learned and recommends procedural or process updates for future initiatives.
  • Facilitates and designs business testing to ensure adequate user performance across system supported.
  • Provides subject matter expertise in development of creative solutions for business requirements or product offerings; advises on strategic and tactical solutions.
  • Works with LOBs, vendors, and other internal resources to define business requirements and coordinate system enhancements to achieve Function, Line of Business, and Association objectives.


What you have:

  • Bachelor's degree; OR 4 years of relevant education and/or experience.
  • 6+ years of experience in Business Analysis, Regulatory Reporting, and Financial Systems
  • 5+ years leading reporting transformation and automation initiatives within banking, insurance, or financial services organizations.
  • Demonstrated success delivering process automation and reporting modernization initiatives.
  • Strong working knowledge of:

GAAP Financial Reporting

Statutory (STAT) Reporting

Bank Regulatory Reporting (BRR)

Bank Holding Company (BHC) Reporting

Financial Controls and Audit Requirements

Risk, Compliance, and Regulatory Reporting Frameworks

What sets you apart:

  • US military experience gained through military service or gained as a military spouse / domestic partner.
  • Bachelor’s or Master’s degree in Accounting, Finance or Business Administration.
  • Professional certifications such as CBAP, PMI-PBA, CPA, or CFA are highly desirable.
  • Experience implementing reporting automation and workflow solutions.
  • Experience with Oracle Fusion ERP General Ledger (GL), including financial close, accounting, and reporting processes.
  • Experience using Snowflake for financial reporting, data analysis, data validation, and reporting automation.

Compensation range: The salary range for this position is: $93,770 - $179,240.


USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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 data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

 

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.

 

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

USAA Charlotte, North Carolina, USA Office

200 West Boulevard, Charlotte, United States, 28203

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