USAA

Financial Analyst Senior – Financial Planning and Forecasting

TAMPA, FLPosted a month ago

Job summary

  • Job post source

    This job is directly from USAA

  • Job overview

    The Financial Analyst Senior at USAA leads financial planning and forecasting efforts, driving key financial performance metrics and providing insights to support management and Board decisions.

  • Responsibilities and impact

    The role involves leading financial forecasts and plans, preparing complex financial reports, interpreting financial data for business leaders, supporting decision-making, managing product profitability analysis, and ensuring compliance with risk policies.

  • Compensation and benefits

    The salary range is $103,450 to $197,730, with potential pay incentives based on performance; benefits include comprehensive medical, dental, vision plans, 401(k), pension, life insurance, parental benefits, paid time off, volunteer hours, and wellness programs.

  • Experience and skills

    Candidates need a bachelor's degree or equivalent experience, 6 years of complex financial analysis, proficiency in financial technologies, knowledge of GAAP, and experience in financial services; preferred qualifications include FP&A experience, Oracle EPBCS knowledge, leadership skills, and military affiliation.

  • Career development

    USAA offers career path planning and continuing education to support professional growth and development.

  • Work environment and culture

    USAA values honesty, integrity, loyalty, and service, fostering a mission-driven culture focused on empowering military members and their families, with a flexible work environment requiring 4 days in office.

  • Company information

    USAA is a financial services company dedicated to serving the military community with competitive products, exceptional service, and trusted advice, aiming to be the top choice for military families.

  • Job location and travel

    The position is based in multiple US locations including San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Chesapeake VA, Phoenix AZ, or Colorado Springs CO, with no relocation assistance and a hybrid work model requiring 4 days in office.

  • Application process

    Applications are accepted on an ongoing basis until the position is filled, with candidates encouraged to apply promptly; USAA is an equal opportunity employer with no visa sponsorship for this role.

  • Unique job features

    The role involves interaction with senior management, leadership in enterprise processes, and use of advanced financial tools like Oracle EPBCS, distinguishing it within financial planning roles.

Company overview

USAA (United Services Automobile Association) provides insurance, banking, and financial services primarily to military members and their families. Founded in 1922 by a group of Army officers to insure each other's vehicles, USAA has grown into a Fortune 500 company known for its customer service and financial strength. The company generates revenue through premiums, investment income, and fees for banking and financial services. USAA's commitment to serving military personnel and their families remains a core aspect of its operations and culture.

How to land this job

  • Position your resume to spotlight your expertise in financial planning, forecasting, and complex financial analysis, emphasizing your ability to lead teams and manage reporting for senior leadership and the Board at USAA.

  • Highlight your proficiency with financial tools like Oracle EPBCS, Microsoft Excel, and your knowledge of GAAP and financial regulations to align with the job's technical requirements.

  • Apply through multiple platforms, including USAA's corporate careers site and LinkedIn, to maximize your application visibility and chances of being noticed.

  • Connect with current USAA employees in the Financial Planning and Forecasting division on LinkedIn; use ice breakers such as referencing USAA's mission to serve the military community or asking about recent innovations in their financial forecasting processes.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'financial forecasting,' 'management and Board level reporting,' 'FP&A,' 'Oracle EPBCS,' and 'GAAP' to ensure it passes automated screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find key USAA contacts on LinkedIn, allowing you to focus your energy on preparing for interviews and networking effectively.

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