USAA

Financial Analyst Lead - Technology

USAA$127K — $243K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience.
  • 8 years of experience in complex analysis providing actionable insights.
  • Experience with databases for analyzing complex business domains like AI or cyber.
  • Strong communication skills in conveying financial and business concepts for strategic decisions.

Responsibilities

  • Lead and motivate the team to deliver advanced analytics and insights.
  • Anticipate and solve complex business problems with proactive financial strategies.
  • Serve as a trusted advisor to senior management on financial matters.
  • Recommend solutions for both immediate and strategic financial challenges.
  • Mentor team members on complex financial processes and knowledge transfer.
  • Review analysts' work and manage task assignments.
  • Direct the development of integrated enterprise planning processes.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401(k) plan and pension.
  • Life insurance and parental benefits.
  • Adoption assistance and generous paid time off.
  • 16 paid volunteer hours and various wellness programs.
  • Career path planning and continuing education support.
Full Job Description
The Opportunity

As a dedicated Financial Analyst Lead, you are responsible for leading complex business challenges through financial forecasting, planning, and modeling. Strategize key financial areas including USAA's technology organization that represents 25% of USAA's expenses or 3.5 billion dollarsAdvises 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, develops, and motivates the team to provide advanced analytics and insights around key business drivers.


  • Anticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management.


  • Consistently interacts with senior management becoming their trusted advisor on all financial issues.


  • Make recommendations to solve short-term, as well as strategic financial business problems.


  • Teaches and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer.


  • Reviews analysts work and assists management in assigning tasks and managing workflow.


  • Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies.


  • Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies.


  • Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues.


  • Acquires and applies expert knowledge of the business, its products and processes.


  • Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes.


  • 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.


  • 8 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, or 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: $127,310 - $243,340

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.

About USAA

United Automobile Insurance Company (UAIC) was incorporated on March 2, 1989 in Miami Gardens, FL to provide a high quality and low cost insurance product to the non-standard automobile insurance market. The company is family owned and it is one of the largest privately held property and casualty insurance companies in the United States.UAIC has a world class information technology department. Their web technology is rated year after year as the easiest to use and most dependable by our agents.

USAA Careers

Joining USAA means becoming part of a family that welcomes diversity and is built on a culture of service and innovation. Our team of professionals is dedicated to providing exceptional service to our members, and we are always looking for passionate individuals to join our dynamic team. Whether you're starting your career or looking to grow professionally, USAA offers a range of job opportunities across various fields. Work You'll Do At USAA, we offer more than just jobs; we offer careers that make a difference. With a variety of positions available, from customer service to IT, you can find the perfect fit for your skills and interests. Our commitment to professional growth means we support your journey through leadership development programs, professional networking opportunities, and diverse career paths. USAA's commitment to innovation and leadership in the financial services industry makes it the ideal place to advance your career. We empower our employees to lead projects and initiatives that transform our services and operations. Internship Programs Kickstart your career with a USAA internship. Our internships provide invaluable workplace experience and a chance to see what a career at USAA really looks like. Interns at USAA gain hands-on experience, working alongside seasoned professionals on real projects that affect our members' lives. Benefits and Culture USAA recognizes that job satisfaction extends beyond the office. That's why we offer competitive benefits packages that support the health, well-being, and financial security of our employees and their families. Benefits include comprehensive health care, retirement plans, and generous paid time off. Moreover, our inclusive culture is one of our greatest strengths. We are committed to diversity training and creating an environment where all employees can thrive. USAA's culture is built on a foundation of respect, integrity, and responsibility. Join Our Team Ready to take the next step in your career? Explore the employment opportunities at USAA today. We are hiring creative, curious, and motivated individuals who are ready to make a difference. Check out our open positions, tailor your resume, and prepare for an interview where you can showcase your unique skills. Stay Connected Keep up to date with the latest career tips, insider perspectives, and industry-leading insights—all from the people who work at USAA. Subscribe to our careers blog and personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting you at USAA. Join a company that values leadership, innovation, and commitment to service. Start your journey with USAA today, where your future is waiting to be written.
Learn more about USAA
Size
35,700 employees
Industry
Founded
1989

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