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Job Information

USAA Director Finance – Financial Planning & Forecasting in Charlotte, North Carolina

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.

The Opportunity

As a Director, Finance you will be responsible for leading a group of professionals that support financial activities with enterprise impact such as management and Board level reporting, long-range planning, financial scenarios and non-member contact incentive compensation scorecards.

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 the following locations: San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Phoenix AZ or Colorado Springs CO.

Relocation assistance is not available for this position.

What you'll do:

  • Develops finance team strategy to achieve business goals and objectives.

  • Promotes the development of effective team relationships and functions in various capacities as required to ensure the success of team efforts.

  • Frequently interacts with senior management and peers on finance and accounting matters requiring internal or cross company coordination.

  • Serves as a consultant to senior leadership in long-range planning and influences business decision making.

  • Consistently interacts with senior leadership as a trusted advisor on financial issues.

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

  • Assists in developing the financial strategy for supported operating companies.

  • Identifies problems and critical issues impacting financial operations and implements appropriate responses to meet business challenges. Maintains familiarity with financial oversight and controls in a highly regulated environment.

  • Leads the development, coordination, and facilitation of identifying and communicating business technology requirements.

  • Assumes leadership responsibility on select projects.

  • Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.

  • 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 a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

  • 8 years of treasury and/or finance operations experience in the financial services industry OR advanced degree in Business, Accounting, Finance, or Economics and 6 years of treasury and/or finance operations experience in the financial services industry.

  • Subject matter expert on the principles and theories of treasury or finance operations, finance, accounting and/or other related financial business fields and disciplines.

  • Knowledge and experience with functionalities of corporate financial or tax systems.

  • 3 years direct team lead or management experience required to include demonstrated ability to develop talent, manage workflow and project execution, foster open communication, and manage and improve processes.

  • Experience successfully communicating and influencing finance/treasury operations matters with leadership.

  • Ability to effective work with internal and external partners

What sets you apart:

  • Experience with management and board level reporting.

  • Ability to create and translate results into meaningful visualizations.

  • Experience with long-range planning and scenario analysis.

  • Experience with incentive compensation scorecard creation and management.

  • Adept at identifying financial control strength / weakness while developing and maintaining a strong internal control framework.

  • US military experience through military service or a military spouse/domestic partner.

Compensation range: The salary range for this position is: $127,310- $243,340 .

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.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static_assets/Media/enterprise_hr_cpra_notice_at_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

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