Financial Reporting Analyst (Mid-Level)

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

Our Financial Reporting Analyst prepares and delivers financial statements, regulatory reports, and the associated analysis used by internal and external stakeholders to meet regulatory and compliance reporting requirements. Performs appropriate research, prepares and reviews complex financial and regulatory reports and completes significant business and operational analytics while adhering to internal controls over financial reporting. Supports audits and examinations that require frequent interaction with internal and external auditors and regulatory examiners.

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 one of the following locations : San Antonio, TX, Plano, TX, or Charlotte, NC. Relocation assistance is not available for this position.

What you'll do :

Utilizes broad industry and accounting knowledge in the end-to-end delivery and preparation of moderately complex to complex financial and regulatory reporting requirements to include Bank Holding Company reporting, Enterprise GAAP reporting, P&C and Life Insurance STAT reporting, and / or investment reporting.

Performs detailed, peer review of reports in addition to audited statements and support schedules in preparation for final review by management.

Interprets and understands financial results and regulatory information as well as business and financial statement interrelationships, and provide informed, proactive analysis and business insights for analytical review to enable effective decision-making for financial and regulatory reporting.

Assists with audits, examinations, and ad-hoc surveys by coordinating receipt of support from business partners and preparation of supporting work papers and schedules. May lead individual components of audits or examinations.

Responsible for internal controls to ensure proper referencing for peer and management review documentation over owned reports and assignments.

May assist in the preparation of responses to special surveys and data calls from state and regulatory bodies.

Researches and provides recommendations regarding changes to reports as assigned, including new line items and updated instructions.

Serves as a resource to team members on escalated issues of a routine nature.

Drafts and may deliver disclosures, technical memos, presentations, and other supporting documentation.

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

4 years of experience preparing and delivering financial statements and regulatory reports in the financial services industry, a Bank Holding Company or similar.

Expert knowledge of applicable Microsoft Office applications including Excel.

2 years of experience conducting research and preparing business and operation financial analysis.

Strong knowledge of Generally Accepted Accounting Principles (GAAP).

What sets you apart :

Call Report and / or Bank Regulatory reporting experience

Broker-Dealer expertise

FINRA Series 99 license

Compensation range : The salary range for this position is : $77,120 - $147,390 .

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.