Financial Analyst Lead - AI Technology
San Antonio, TXAll locationsSan Antonio, TXSan Antonio Home Office ICharlotte, NC Hybrid
$127,310–$243,340 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
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. 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. As a dedicated Financial Analyst Lead , you will be responsible for leading financial processes and expense categories to solve complex business problems while performing forecasting, planning, and financial modeling related to AI investments. You will mentor team members on complex financial processes and drive and motivate the team to deliver advanced analytics and insights around key business drivers. You will assist management in assigning tasks and managing workflow while ensuring all activities are completed in accordance with 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 can be based in one of the following locations: San Antonio, TX, or Charlotte, NC. Relocation assistance is not available for this position.
What you'll bring
- Bachelor's degree in Business, Accounting, Finance, Economics, or related field
- OR 4 years of relevant education and/or experience.
- 6 years of financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities.
- OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 4 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities.
- Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required.
- Subject-matter-expert level of business acumen in the areas of financial services operations, finance/accounting industry practices and emerging trends required.
- Experience communicating complex financial/accounting topics to a variety of audiences.
- Experience using financial/accounting technologies and proposing recommendations for improvements.
- Experience using Microsoft Office Excel for significant financial data analysis and reporting.
- Experience in the application and adherence to financial regulations and compliance.
- Experience producing financial reports and providing recommendations based on data.
- Working knowledge of GAAP.