Financial Analyst Senior - Distribution & Sales
USAAJob ID R0121332 Date posted 10/03/2026 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. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Financial Analyst Senior, you are responsible for solving complex business problems and performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management, and operating expenses. You mentor team members in executing advanced financial processes and analyses while applying sound financial principles. Additionally, you ensure all activities are completed in accordance with regulatory and compliance guidelines. 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, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions. Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making. Interprets complex financial information and makes recommendations to business leaders. Implements solutions to key financial and operational opportunities. Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization. Leads 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. Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state. Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues. Ensure 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 in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience. 6 years of experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience. Experience using financial/accounting technologies. Experience communicating key financial/accounting concepts. Finance/accounting experience in a financial services environment. Experience using Microsoft Office Excel for significant financial data analysis. Experience in the application and adherence to financial regulations and compliance. Experience producing financial reports and providing recommendations based on data. Working knowledge of GAAP. What sets you apart: US military experienc…