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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, forecasting, and strategic financial solutions while leading cross-functional teams and mentoring others. Proficient in financial reporting, compliance, and risk management within the financial services industry.
Highest-signal resume keywords
Financial AnalysisForecastingStrategic Financial SolutionsRisk ManagementFinancial Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData AnalysisGAAPFinancial ReportingFinancial TechnologiesCompliance AdherenceAI ConceptsExcel Data Analysis
Soft Skills
Team LeadershipMentoringCommunicationProblem Resolution
Certifications & Qualifications
CPACFA
Industry Keywords
Financial ServicesAccountingBusiness AcumenEmerging TrendsRegulatory Compliance
About the role
Key responsibilities & impact- Lead, develop, and motivate the team to provide advanced analytics and insights around key business drivers
- Anticipate and solve complex or unique business problems through proactive financial solutions
- Perform forecasting, planning, and financial modeling related to AI investments
- Advise senior management as a trusted advisor on financial issues
- Recommend solutions to short-term and strategic financial business problems
- Teach and mentor others on complex financial processes, business drivers, and systems
- Review analysts' work and assist management with task assignment and workflow management
- Lead initiatives to develop integrated enterprise planning processes
- Direct analysis and development, enhancement, and implementation of critical processes, programs, and technologies
- Lead cross-functional teams through problem resolution and advise senior management
- Apply expert knowledge of the business, products, and processes
- Perform complex work and problem resolution across multiple systems, functions, or processes
- Identify, measure, monitor, and control risks in accordance with risk and compliance policies and procedures
- Ensure activities comply with regulatory and compliance guidelines
Requirements
What you’ll need- Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience
- 6 years of financial/accounting analysis experience, including 2 years leading strategic financial/accounting opportunities; OR advanced degree, progress toward a CPA or CFA designation, and 4 years of financial/accounting analysis experience, including 1 year leading strategic financial/accounting opportunities
- Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen
- Subject-matter-expert business acumen in financial services operations, finance/accounting industry practices, and emerging trends
- Experience communicating complex financial/accounting topics to a variety of audiences
- Experience using financial/accounting technologies and proposing recommendations for improvements
- Experience using Microsoft Office Excel for significant financial data analysis and reporting
- Experience applying and adhering to financial regulations and compliance
- Experience producing financial reports and providing recommendations based on data
- Working knowledge of GAAP
- US military experience through military service or as a military spouse/domestic partner
- Working knowledge of artificial intelligence concepts and technologies
- Must not require immigration support or visa sponsorship
Benefits
Comp & perks- Flexible work environment with remote or hybrid flexibility for active-duty military spouses, consistent with policy and business needs
- Pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors
- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program
- Paid holidays
- 16 paid volunteer hours
- Wellness programs
- Career path planning
- Continuing education assistance
