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USAA

Financial Analyst Lead – AI Technology

USAA

. Lead, develop, and motivate the team to provide advanced analytics and insights around key business drivers .

Posted 10/16/2026full-timeUnited StatesSenior💰 $127,310 - $243,340 per yearWebsite

Core Competencies

Role fit
Core Competencies

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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

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Applicant Tracking System Keywords

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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