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USAA

Sells insurance and banking to military families

Financial Analyst Lead - Technology

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in Business, Accounting, Finance, or Economics, or four years of relevant education and/or experience.
  • Eight years of experience conducting complex analysis and providing actionable insights to various stakeholders.
  • Experience using databases and applications to analyze complex business domains, such as artificial intelligence (including generative AI), data centers, cloud, or cyber.
  • Experience communicating key business and financial concepts that result in strategic decision-making.

Responsibilities

  • Lead, develop, and motivate the team to provide advanced analytics and insights about key business drivers.
  • Anticipate opportunities to address complex or unique business problems, providing proactive financial solutions with holistic, forward-looking perspectives to enable better decision-making by senior management.
  • Interact consistently with senior management and serve as a trusted advisor on financial issues.
  • Make recommendations to solve short-term and strategic financial business problems.
  • Teach and mentor others about complex financial processes, business drivers, and systems, ensuring information sharing and knowledge transfer.
  • Review analysts' work and assist management in assigning tasks and managing workflow.
  • Lead initiatives to develop an integrated enterprise planning process across multiple companies and/or staff agency processes and technologies.
  • Direct analyses and guide the development, enhancement, and implementation of critical processes, programs, and technologies.
  • Anticipate opportunities and potential solutions, lead cross-functional teams through problem resolution, and advise senior management on issues.
  • Acquire and apply expert knowledge of the business, its products, and processes.
  • Perform complex and unique work assignments and problem resolution across multiple systems, functions, or processes.
  • Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Desired Qualifications

  • Veteran or military-affiliated professional experience in Cyber Command, DISA, Pentagon operations, acquisition programs, or technology modernization initiatives.
  • Veteran, DoD, or defense contractor experience in cyber, procurement, logistics, acquisition, technology integration, or AI-related programs, combined with strong financial analytics, business partnering, and executive communication skills.
  • Experience presenting recommendations to senior leaders or directors.
  • Demonstrated ability to support large technology organizations and complex investment portfolios.

About the Company

USAA

Sells insurance and banking to military families

USAA sells insurance, banking and investment products to U.S. military members, veterans and their families, and membership is limited to that community and eligible relatives. It began when Army officers who struggled to get car coverage agreed to insure each other, and auto and home insurance remain its core business. Members can also open checking and savings accounts, carry credit cards, take out auto loans and mortgages, and buy life insurance, annuities and retirement accounts. The company earns money from insurance premiums, loan interest, card fees and investment management. USAA was founded in 1922 and is based in San Antonio, Texas.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1922

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