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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.

The Opportunity

As a dedicated Financial Analyst Intermediate , you will work with the Bank Team in USAA’s Chief Financial Office. You will work with the Deposit clients on projects related to forecasting, planning, and analysis for their supported client groups.

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 or Charlotte NC

Relocation assistance is not available for this position.

What you'll do:

• Prepares financial forecasts/plans for a business area or expense category; with supervision, develops routine forecasting/planning process and model improvement initiatives.

• Prepares routine or ad basic hoc financial reports and analysis or cost benefit analysis to support internal and external management decision making.

• With supervision, delivers moderately complex financial research and value-added business decision support to financial and operational opportunities.

• Applies basic technical knowledge and performs product assignment, product pricing, product profitability and ad hoc analysis.

• Provides informed, proactive analysis and business insights to assist with effective decision making and efficient resource utilization.

• Acquires and applies maturing knowledge of the business, its products and processes to resolve issues and identify appropriate issues for escalation.

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

• 2 years experience conducting financial/accounting analysis and preparing financial reports or financial plans OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and up to 2 years of financial / accounting analysis or related work experience.

• Ability to communicate to various stakeholders.

• Ability to apply critical thinking skills to proposed solutions.

• Experience using Microsoft Office Excel to produce deliverables.

• Understanding of financial compliance.

What sets you apart:

• Master’s degree in business, finance, or related field

• 1+ Years experience in deposits, workforce planning, call center management, or other expense management.

• 1+ Years FP&A experience at USAA or a Fortune 100 financial services firm of similar size, scope and complexity

• 1+ Years experience building or automating financial reports.

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

Compensation range: The salary range for this position is: $63,590 - $121,530

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.