Financial Analyst – Mid-Level
| Company | USAA |
|---|---|
| Location | Tampa, FL, USA, Colorado Springs, CO, USA, Plano, TX, USA, Charlotte, NC, USA, San Antonio, TX, USA, Phoenix, AZ, USA |
| Salary | $77120 – $147390 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Bachelor’s degree in Business, Accounting, Finance, Economics, or related field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (8 total years of experience without a degree).
- 4 years shown 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.
- Solid background 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.
Responsibilities
- 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 beneficial 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.
Preferred Qualifications
- Financial analysis and reporting background, with strong Excel & PowerPoint.
- Shown ability to develop, communicate and present financial findings to leadership.
- Knowledge of Property and Casualty business or finance experience.