USAA
Tailored insurance, banking, retirement for military
Financial Regulatory Reporting Senior
+ Performance-based pay incentives
More locations: San Antonio, TX, USA
Four days in the office per week are required. Relocation assistance is not available.
About the job
- A Bachelor's degree is required, or four additional years of related experience may substitute for the degree.
- Six years of experience preparing and delivering financial statements and regulatory reports within the financial services industry, a bank holding company, or a similar organization is required.
- Expert knowledge of applicable Microsoft Office applications, including Excel, is required.
- Four years of experience conducting research and preparing business and operational financial analysis is required.
- Strong knowledge of Generally Accepted Accounting Principles is required.
- Develop and implement processes to facilitate end-to-end delivery of complex financial and regulatory reporting, including Bank Holding Company reporting, Enterprise Generally Accepted Accounting Principles reporting, Property and Casualty and Life Insurance Statutory reporting, and investment reporting.
- Acquire and apply knowledge of applicable industry practices and relevant USAA businesses and products affecting financial statements.
- Interpret financial results and regulatory information, evaluate business and financial statement interrelationships, and provide proactive analysis and business insights for financial and regulatory reporting decisions.
- Prepare and review complex financial and regulatory reports, audited statements, and supporting schedules.
- Perform procedures to identify and implement improvements in accordance with internal controls over financial reporting.
- Interact with management, regulatory agencies, and business partners, including internal and external audit, treasury, compliance, and legal teams, to coordinate required actions.
- Monitor, analyze, and interpret new and proposed changes to financial reporting requirements and determine their impact on USAA.
- Advise management and serve as a resource and mentor to team members and peers.
- Draft and deliver disclosures, technical memoranda, presentations, and other supporting documentation.
- Partner with enterprise areas to ensure accurate and timely receipt of supporting information.
- Plan and prioritize maintenance of processes, procedures, tools, and resources.
- Ensure risks associated with business activities are identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- Experience with FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, FFIEC 009, or similar Federal Reserve reporting.
- Certified Public Accountant certification.
- Working knowledge of regulatory reporting rules and regulations and experience using regulatory reporting platforms such as Axiom.
- Experience using financial management tools such as Oracle Cloud General Ledger.
- U.S. military experience through military service or as a military spouse or domestic partner.
About the company
USAA is a financial services group that serves the military community. It provides insurance (auto, home, life, health), banking (checking and savings, credit cards, loans, mortgages), and retirement services (investments and planning). Its products work by combining member-specific offerings with a membership model that restricts access to active-duty service members, veterans, and eligible family members, allowing tailored solutions and resources. USAA differentiates itself from competitors through its exclusive membership focused on military families, leadership with military backgrounds, and a strong emphasis on financial wellness and community support, including no monthly banking fees in many accounts. The company’s goal is to help members manage money and risks reliably, plan for deployment, buy homes, save for retirement, and build resilient communities by providing practical financial services and guidance.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
San Antonio, Texas
Founded
1922
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Simplify's Take
What believers are saying
- September 17, 2026 Devoted Health launch expands Medicare options for eligible members.
- USAA’s September 2026 Honor Through Action push commits $500 million over five years.
- New board chairman David Melcher and director Craig Clapperton strengthen military-linked governance.
What critics are saying
- OCC’s December 18, 2024 order restricts new products, services, and membership expansion.
- USAA settled multiple class actions in 2026 over Maryland late fees and Michigan totals.
- Hundreds were laid off in January 2026, signaling restructuring pressure and execution risk.
What makes USAA unique
- USAA’s military-only membership still creates a trust moat with 14.5 million members.
- Honor Through Action adds advocacy, philanthropy, and employer partnerships to USAA’s brand.
- The Devoted Health Medicare marketplace partnership broadens retirement and health offerings.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Retirement Plan
401(k) Company Match
Parental Leave
Adoption Assistance
Paid Vacation
Paid Holidays
Wellness Program
Professional Development Budget
Company News
IBD's seventh annual survey of The Most Trusted Financial Companies. (C) Lorena Lozano Mansilla) * ANNE STANLEY * Updated 09:00 AM ET 09/25/2026 American consumers' confidence in the financial companies they do business with - their investment firms, banks, credit card and insurance companies - has been surprisingly resilient over the past year. And that's noteworthy in light of soaring fuel and food prices, interest-rate uncertainty and geopolitical tensions. This is borne out in Investor's Business Daily's seventh annual report on the Most Trusted Financial Companies. Its independent customer survey, co-branded with MarketWatch, shows that over the past four years, the highest IBD Trust Index scores remain in the top quartile for the companies customers trust the most. Here's How To Use IBD's Proprietary Ratings To Find The Next Winning Stock In 2026, IBD made major updates to all of its proprietary stock ratings. Here's the lowdown on how the ratings have changed and how to best use them in your investing practice. Here's How To Use IBD's Proprietary Ratings To Find The Next Winning Stock See All Videos This year, the company that tops the IBD list of the 30 Most Trusted Financial Companies is Charles Schwab (SCHW) - specifically, Schwab's ETF/funds division. Two other Schwab divisions, Schwab Private Client and Schwab's online brokerage, also made IBD's 2026 list of the 30 Most Trusted Financial Companies. Other repeat winners and well-known financial firms that made the top 10 on its list are New York Life, the JPMorgan Funds unit of JPMorgan Chase & Co. (JPM), USAA, the E-Trade unit of Morgan Stanley (MS), Prudential (PRU), Fidelity Investments and American Express (AXP). Which Financial Companies to trust with your money? Americans have faced more challenges to their finances in 2026, including stubbornly high prices, rising mortgage rates and uncertainty over tariffs and interest rates. These have been offset by positive stock market performance and rising 401(k) balances. But which companies do consumers and investors actually trust with their hard-earned money? And if you're shopping for financial services, what do you need to know? Investor's Business Daily's Most Trusted Financial Companies special report aims to provide crucial information on trust, based on IBD's survey of the companies' own customers. Consumers can see in this report how financial companies measure up to customer expectations on safety, service and quality of products. And how those firms measure up against each other. Its 2026 list of the 30 Most Trusted Financial Companies draws on a customer survey that rated financial companies on the trust attributes most important to consumers. When it comes to trust, "There's nothing that matters more when you deal with a client's money and their financial futures," said Jonathan Craig, head of retail investing at Charles Schwab. Financial Companies' security is critical. In this year's survey, respondents ranked their financial companies' "commitment to protecting privacy and security of personal data" as the most important attribute, topping "financial soundness." The latter was the most important attribute in its 2025 survey. Privacy and security are vital to financial companies' success. This is especially true as more financial tools become AI-enabled. The American College, in its recent AI and Trust survey, says, "Trust alone is not enough to drive the use of AI-enabled financial tools and that factors such as security perceptions, ease of use, and usefulness play a critical role." E-Trade, which topped the online broker category in this year's customer-driven survey, places a strong emphasis on data security and customer support. A key to earning trust from clients is to build strong relationships with them and help them achieve their financial goals, said Chris Larkin, managing director of trading and investing at E-Trade. "A big part of that is providing the best possible support for our clients," said Larkin. "It's critical that clients know their assets are safe and their private information and trading activities are confidential and protected." From Investing And insurance to banks and Credit Cards. For IBD's list of the Most Trusted Financial Companies in 2026, Investor’s Business Daily, LLC asked more than 8,000 survey participants about how they judged the key attributes of the financial companies they do business with. The survey was conducted from March to July by IBD's polling partner, Magid. Read more about the survey methodology. There were again eight categories of companies in this year's survey: ETF/fund companies, online brokers, wealth managers, credit card companies, banks, and life, home and auto insurers. IBD newsletters. Get exclusive IBD analysis and actionable news daily. Financial Companies vie for eight trust attributes. Its survey covered eight areas of trust. The attributes for the 2026 IBD Most Trusted Financial Companies survey were privacy and security, financial soundness, fair prices and fees, quality of products and services, ethical business practices and values, customer service, sensitivity and responsiveness to customer needs and confidence in company management. Privacy and security received the highest weight (20%) in its study, topping its list of the most critical trust factors for financial companies. Financially sound/secure took the second spot (17%), followed by fair prices and fees (14.5%). More than 90% of survey respondents said trust was "very important" in their relationships with financial firms. Consumers also care about financial soundness and customer service, the survey said. American Express topped the credit card category. Its customers lauded the company for reliability and consistency. "We've been around for 175 years," said Lisa Kalhans, AmEx's executive vice president, U.S. consumer proprietary products, in an interview with IBD. "We've never deviated from our principles and our formula has not changed." Read Its Business Category Stories On The 2026 Most Trusted Financial Companies In Insurance, Credit Cards, Investing And Banking. The top 10 on its most-trusted list. Financial services firms have faced both internal and external challenges garnering the trust of their customers. Those that focus on the attributes in its 2026 survey, especially security and privacy, financial soundness and fair prices and fees, should be recognized for their successes. These companies' divisions make the top 10, ranked according to their IBD Trust Index score. * Schwab, ETF/fund companies * New York Life, life insurance * Schwab Private Client, wealth management * JPMorgan Funds, ETF/fund companies * USAA, auto insurance * E-Trade, online brokers * USAA, home insurance * American Express, credit cards * Prudential, life insurance * Fidelity, online brokers New rating on customer satisfaction. In a new aspect of its survey, IBD this year asked respondents to rate their satisfaction with the financial companies with which they do business. Overall, customers gave these companies a higher range of scores for satisfaction than for trustworthiness. For the 30 highest scoring companies according to customer satisfaction, scores ranged from 84 to 93 out of 100, indicating a high level of satisfaction. The 10 companies with the highest customer satisfaction ratings are: * Schwab Private Client, wealth management * JP Morgan Funds, ETF/fund companies * Prudential, life insurance * New York Life, life insurance * Fidelity, wealth management * USAA, home insurance * Schwab, ETF/fund companies * Vanguard, ETF/fund companies * USAA, auto insurance * Farmers, home insurance The total number of respondents for the 2026 Most Trusted Financial Companies survey was 8,026. For all categories, Investor’s Business Daily, LLC required at least 125 respondents to rate a company for it to be included in its ranking. Companies are ranked by their IBD Trust Index score, using the highest weighted attribute, privacy and security of personal data, to break any ties. IBD's special reports are objective and data-based. This independent special report is produced by the IBD editorial team. There is no sponsored content, nor are there any commission links. A company cannot apply to get on this list, and there are no fees. The Most Trusted Financial Companies logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group, by email at [email protected] or at 800-290-5460. YOU MAY ALSO LIKE:
Fuel to Serve: The mission starts at the meal. What service members eat affects their health, finances, and readiness. USAA and the Robert Irvine Foundation are doing something about it. Published Sep 23, 2026 6:00 AM PDT Recently, Army leaders noticed a troubling trend: service members were choosing fast food over on-base dining. At first glance, it looked like a simple food preference. It wasn't. Every meal bought off base added pressure to the household budget. Every poor nutritional choice chipped away at physical and mental health. And over time, those everyday realities shaped something much larger: military readiness. It's a reminder that the challenges facing military families rarely exist in isolation. That insight is central to Honor Through Action(R), a national movement founded by USAA to strengthen military family well-being, financial security, and meaningful career opportunities for military families over five years via a $500 million commitment. Through strategic philanthropy, policy advocacy, and cross-sector partnerships, Honor Through Action creates lasting change for military families. Addressing the whole person and the whole family means addressing something as fundamental as food. "Military families shouldn't have to choose between what's affordable and what's healthy. When service members and their families have reliable access to nutritious food, the benefits extend far beyond the dinner table. It reduces financial strain, supports overall well-being, and helps ensure our military community has what it needs to thrive," said Lindsey O'Neill, chief communications and public affairs officer at USAA. The scale is national: in a recent survey from the Military Family Advisory Network (MFAN), 41.2% of military families reported low or very low food security, rising to 74% among junior enlisted families (E1-E3). Robert Irvine is a chef, longtime military champion, and catalyst for change. He has spent years volunteering his time working alongside Army leaders to show what is possible when the dining experience is built around the people it serves. That work is the foundation of Fuel to Serve, a new initiative USAA is proud to launch with the Robert Irvine Foundation. "The military's greatest asset isn't equipment - it's people. And you build better people through better nutrition. We're already proving it: when soldiers eat well, they sleep better, perform better, feel better. Readiness starts at the table," Irvine said. Together, USAA and the Robert Irvine Foundation will expand these solutions nationwide, serving active-duty families and veterans and building a coalition of philanthropic leaders, policymakers, and corporate allies united around one goal: stronger military families. Because sometimes lasting change starts with something as simple as a good meal.
Hearst Media Production Group expands Lucky Dog franchise with NEW series Lucky Dog: Paws with Purpose, premiering October 3 on CBS. Sep 22, 2026, 13:56 ET New Series Will Lead a Full Hour of Lucky Dog Programming NEW YORK, Sept. 22, 2026 /PRNewswire/ - Hearst Media Production Group (HMPG) today announced its new series Lucky Dog: Paws with Purpose will debut Saturday, October 3 on CBS. Produced by HMPG in an exclusive partnership with USAA, the leading financial services company for the military, veterans and their families, it will air weekend mornings on CBS as part of the "CBS WKND" educational/informational (E/I) programming block (times may vary; check local listings). Hosted by Emmy(R) Award-winning animal trainer Brandon McMillan, the series, which will be followed immediately by Lucky Dog: Down Under, will lead a full hour of Lucky Dog programming on CBS. Lucky Dog: Paws with Purpose follows McMillan as he pairs dogs with military veterans and families, creating matches that provide comfort, companionship and stability. Featured stories include Peaches, a mixed breed who may be the perfect match for an Air Force veteran and her son and Steve, a playful poodle being considered for a Marine Corps vet and her daughter. The series will also feature Smoky, a certified therapy dog and USAA's new K9 ambassador and Chief Pawsitivity Officer, alongside her handler, Chris, an Air Force Reservist and former military working dog handler. "USAA has been taking care of our members every day since our founding 104 years ago, and Smoky is the embodiment of that as she is a symbol of comfort and well-being for our employees and the military community," said Chris Curtin, Chief Marketing Officer of USAA. "The stories in Lucky Dog: Paws with Purpose reflect the strength, resilience and connection that are such an important part of military life. We're proud to be part of a series that celebrates those experiences." "The Lucky Dog franchise has always been about the transformative bond between people and animals," said Bryan Curb, president of Hearst Media Production Group. "Paws with Purpose builds on that foundation while shining a light on the unique experiences of military veterans, spouses and families. We know the show will resonate with our audiences and inspire viewers to see the comfort, connection and purpose dogs can bring to people's lives." In the subsequent timeslot, Lucky Dog: Down Under - also hosted by Brandon McMillan and premiering its second season - takes viewers to Australia for heartwarming stories of shelter dogs as they transition from rescue and rehabilitation to cherished members of loving families. Since its inception in 2013, the Lucky Dog franchise has helped to rescue, rehabilitate, train and re-home more than 200 dogs. The show has received three Daytime Emmy(R) Awards, 63 Telly Awards, seven Parents' Choice Awards and five Cynopsis Kids Imagination Awards. For his work on the series, McMillan has earned two Daytime Emmys(R) for Outstanding Host in a Lifestyle/Travel/Children's or Family Viewing Program. HMPG's current program portfolio comprises more than 30 original series and hundreds of hours of content annually on leading broadcast networks and station groups and on connected TV and streaming platforms. It has a library of 85 series (6,000 episodes) and its content can be found in 100 countries. About USAA Founded in 1922 by 25 soldiers, USAA is among the leading providers of insurance, banking and retirement solutions and serves more than 14.5 million members of the U.S. military, veterans who have honorably served and their families. Headquartered in San Antonio, USAA has offices in seven U.S. cities and four overseas locations and employs more than 36,000 people worldwide. Each year, USAA supports national and local nonprofits serving military families and communities. With Honor Through Action, USAA advances policy, advocacy and philanthropy to support financial security, build meaningful careers and promote overall well-being across the military community. For more information about USAA, follow us on Facebook or X (@usaa), or visit usaa.com. About Hearst Media Production Group Hearst Media Production Group (HMPG), a business unit of Hearst Television, is an independent producer and distributor of original programming for TV stations, broadcast and cable networks and streaming services. HMPG produces hundreds of hours of Emmy(R) Award-winning programming annually across linear, streaming, digital and social media platforms for domestic and international distribution in 100 countries. Its popular weekly educational/informational (E/I) programming blocks air weekends nationwide including "Weekend Adventure," on ABC stations; "CBS WKND," on the CBS Network; "The More You Know," on the NBC Network; "One Magnificent Morning," on the CW Network; "Mi Telemundo" on the Telemundo Network and "Go Time" on independent stations. HMPG also produces and/or distributes a diverse slate of other programming and content, including the company's dedicated FAST channels Xplore, The Jack Hanna Channel, Rovr Pets and Lucky Dog Channel, available on some of the most popular smart TVs and streaming platforms. HMPG has offices in New York, Los Angeles and Charlotte. HMPG is represented by United Talent Agency. SOURCE Hearst Media Production Group, LLC
Devoted Health's Medicare Advantage plans are now available on USAA's Medicare marketplace. Devoted's Medicare Advantage plans will be available to USAA members and customers as part of a growing portfolio of Medicare health insurance options from USAA. September 17, 2026 09:00 ET | Source: Devoted Health WALTHAM, Mass., Sept. 17, 2026 (GLOBE NEWSWIRE) - Devoted Health (Devoted) - an integrated healthcare company redefining how healthcare is experienced and delivered - and USAA Life Insurance Company, through the USAA Life General Agency, Inc., (USAA Life) have collaborated to offer Devoted's trusted, dependable, member-first Medicare Advantage (MA) plans on USAA's Medicare marketplace. Building on a shared commitment to service, Devoted Health is the first regional Medicare Advantage insurance carrier contracted by USAA Life. Devoted's MA plans will appear on USAA Life's Medicare marketplace during this year's Medicare Annual Enrollment Period, which runs October 15-December 7, 2026. USAA Life selected Devoted Health as its first regional partner due to Devoted's commitment to its members across the 29 states it serves. This relationship combines Devoted's philosophy of service with USAA Life's dedication to serving the military community. What's more, these plans are available to anyone eligible for Medicare. "Gratitude for our members doesn't stop when they retire, which is why USAA Life strives to provide health care options for our members and their families. Devoted shares our commitment to doing right by the people who count on us, and we feel confident that they will provide long-term value to our members," said Cris Chiacchio, SVP and General Manager - Life & Health with USAA Life Insurance Company. "We built Devoted to care for people the way we care for our own families. Every American deserves healthcare that's genuinely there when it's needed, and personalized to their needs," said Ed Park, Devoted's CEO and Co-Founder. "Being selected by USAA Life is a vote of confidence in how we care for our members. We look forward to a lasting collaboration with USAA Life." USAA Life selected Devoted for its track record of success and proven outcomes for members in mind. As of January 2026, Devoted served more than 466,000 members across 29 states, and 93 percent of members surveyed said they trust Devoted to keep its promise of getting them the care they need. What's more, Devoted's clinical and service excellence was recognized by the Centers for Medicare & Medicaid Services (CMS) in its most recent Star ratings: 100 percent of Devoted members in Star-eligible plans are in a plan rated 4 Stars or higher on important measures including: Statin Therapy for Patients with Cardiovascular Disease, Medication Reconciliation Post-Discharge, Breast Cancer Screening (Ages 50-74), and Osteoporosis Management in Women who had a Fracture. Additionally, 96 percent of members in Star-rated plans are in a plan rated 4 or more Stars on the Controlling Blood Pressure measure, and 97 percent are in a plan rated similarly for Medication Adherence for Cholesterol (Statins). Among all Star-eligible Devoted plans, 98 percent of members are in a plan rated 4+ stars on the measure of Health Plan Rating - with six contracts receiving 5 stars - which is why 93 percent of members surveyed said that they trust Devoted is keeping its promise to get them the care they need. In 2025, Devoted Health was also named to Fortune's Best Workplaces in Health Care list and the magazine's Best Workplaces for Women list, and Forbes named Devoted one of America's Best Start-Up Employers. Devoted's offerings will be available to USAA Medicare eligible members and customers in select states; visit usaa.com/medicare to learn more or call 1-800-531-9164 to speak with a USAA representative. To learn more about Devoted Health visit www.devoted.com. About Devoted Founded in 2017, Devoted Health's mission is to dramatically improve health and well-being by caring for everyone like they are family. Through an integrated care platform that brings together advanced data and AI with world-class clinical and service excellence, Devoted is redefining how healthcare is experienced and delivered. Devoted's unique solution combines its proprietary technology platform, Devoted Medical clinical services, Devoted health plans, and dedicated service Guides to deliver proactive, personalized, prevention-focused healthcare consistently and at scale. Built on the belief that informed, supported members can actively shape their own health for the better, Devoted's care model builds deep trust with members and partners with them to significantly improve care and health outcomes. Currently operating in the Medicare Advantage market, serving members across 29 states, Devoted's platform is purpose-built to expand to serve broader healthcare markets over time. Learn more at www.devoted.com. About USAA Founded in 1922 by a group of military officers, USAA is among the leading providers of insurance, banking and retirement solutions and serves more than 14.5 million members of the U.S. military, veterans who have honorably served and their families. Headquartered in San Antonio, USAA has offices in seven U.S. cities and four overseas locations and employs more than 36,000 people worldwide. Each year, USAA supports national and local nonprofits serving military families and communities. With Honor Through Action, USAA advances policy, advocacy and philanthropy to support financial security, build meaningful careers and promote overall well-being across the military community. For more information about USAA, follow us on Facebook or X (@usaa), or visit usaa.com.
Devoted Health and USAA Life partner for Medicare Advantage plans. Share: Devoted Health and USAA Life Insurance Company have announced a groundbreaking partnership to offer Devoted's Medicare Advantage plans on USAA's Medicare marketplace, marking a significant collaboration between two major players in the insurance sector. This strategic partnership will debut during the Medicare Annual Enrollment Period from October 15, 2026, to December 7, 2026, and represents USAA Life's first collaboration with a regional Medicare Advantage provider. Devoted Health, which operates in 29 states, was chosen for its member-first approach and effectiveness in delivering healthcare services. Cris Chiacchio, Senior Vice President and General Manager of Life & Health at USAA Life, highlighted the synergy between USAA's mission to support the military community and Devoted's reputation for providing valuable healthcare options. Impact and implications for the insurance industry. This collaboration underscores a growing trend towards partnerships between regional care providers and national insurance organizations. For insurance professionals, this indicates a move towards more integrated marketplaces, potentially affecting how Medicare Advantage plans are distributed and managed. Moreover, it highlights a focus on customer satisfaction, as evidenced by Devoted Health's 93% member confidence rate and endorsement from the Centers for Medicare & Medicaid Services, with all eligible plans receiving a minimum of 4 Stars in performance. Notable achievements and recognition. Devoted Health has made a significant impact since its founding in 2017, not only through its service offerings but also with its technological innovations in healthcare. It has been recognized by prestigious organizations such as Fortune's Best Workplaces in Health Care and Forbes' list of America's Best Start-Up Employers. These accolades may offer assurance to brokers and agents considering Devoted's plans, as they signify strong operational standards and a commitment to high-quality service delivery. | Figure | Details | | Enrollment Period | October 15 - December 7, 2026 | | Devoted Members | 466,000+ | | USAA Membership | 14.5 million+ | As USAA and Devoted Health roll out these Medicare Advantage plans, industry professionals should monitor consumer reactions and regulatory developments, as well as the potential for further industry-wide collaborations. These movements may redefine the competitive landscape of Medicare offerings and provide fresh opportunities for expansion and customer engagement in the insurance market.