USAA

Financial Analyst (Mid-Level)

USAA$77K — $147K *
Finance & Insurance
Less than 5 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.
  • 4 years of experience in financial/accounting analysis, financial reports, or financial plans; or advanced degree + 2 years of related work experience.
  • Ability to communicate financial/accounting concepts effectively.
  • Experience in a financial services environment.
  • Proficiency in Microsoft Excel for financial data analysis.
  • Experience with financial/accounting technologies.
  • Understanding and applying financial regulations and GAAP compliance.

Responsibilities

  • Develop financial forecasts and plans for a complex business area or expense category.
  • Prepare recurring and ad hoc financial reports and analyses to aid decision-making.
  • Deliver financial research and provide recommendations on key operational opportunities.
  • Manage product assignments, pricing, profitability, and related analysis.
  • Act as a business partner by offering proactive financial insights and analysis.
  • Apply intermediate knowledge of products and processes to resolve issues and deliver results.
  • Identify and manage risks associated with business activities per regulatory compliance.

Benefits

  • Comprehensive medical, dental, and vision plans.
  • 401(k) and pension plans.
  • Life insurance and parental benefits.
  • Adoption assistance and paid time off, including holidays and volunteer hours.
  • Wellness programs and career path planning opportunities.
Full Job Description
The Opportunity

As a dedicated Financial Analyst (Mid-Level), you'll be responsible for solving business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Ensuring all activities are completed within regulatory and compliance guidelines.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in San Antonio, TX. Relocation assistance is not available for this position.

What you'll do:
  • 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.


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


What sets you apart:
  • US military experience through military service or a military spouse/domestic partner.


Compensation range: The salary range for this position is: $77,120 - $147,390

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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