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USAA

Financial Analyst Senior - Technology

Posted 25 Days Ago
In-Office
Charlotte, NC, USA
103K-198K Annually
Senior level
In-Office
Charlotte, NC, USA
103K-198K Annually
Senior level
Lead forecasting, planning, and complex financial modeling for USAA's technology organization. Mentor analysts, deliver decision-support analyses, assess risks, guide product profitability and pricing, and present insights to senior leadership to inform resource allocation and strategic decisions.
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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 Financial Analyst Senior, you are responsible for solving complex business challenges through financial forecasting, planning, and modeling. Analyzes key financial areas including USAA’s technology organization that represents 25% of USAA’s expenses or 3.5 billion dollars. Mentors team members on advanced financial analysis and complex financial processes, applying sound financial principles and best practices. Ensures all work is completed in compliance with regulatory requirements, company policies, and internal controls. 

 

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, or Charlotte, NC.

  

Relocation assistance is available for this position. 

 

What you'll do: 

  • 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. 

  • Interprets complex financial information and makes 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. 

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

 

What you have: 

  • Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience. 

  • 6 years of experience conducting complex analysis and providing actionable insights to various stakeholders. 

  • Experience using databases and applications to analyze complex business domains (for example: AI, including GenAI, data center, cloud, cyber). 

  • Experience communicating key business and financial concepts that result in strategic decision making. 

What sets you apart: 

  • Veteran or military-affiliated professional with experience in Cyber Command, DISA, Pentagon operations, acquisition programs, or technology modernization initiatives. 

  • Veteran, DoD, or defense contractor professional with experience in cyber, procurement, logistics, acquisition, technology integration, or AI-related programs, combined with strong financial analytics, business partnering, and executive communication skills. 

  • Experience presenting recommendations to senior leaders or directors. 

  • Demonstrated ability to support large technology organizations and complex investment portfolios is highly preferred. 

Compensation range: The salary range for this position is: $103,450 - $197,730.  

 

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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What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

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