Financial Analyst Senior

Purpose of Job

We are currently seeking talented Financial Analyst Senior for our San Antonio, TX facility.

Routinely, guides and facilitates cross functional teams. Teaches and mentors others about simple to moderately complex financial processes. Proven ability to use financial principles to solve complex business problems through one or more of the following activities: forecasts/plans, modeling scenarios, income, profitability, liquidity, capital, leverage, asset and liability management.

Job Requirements

  • Guides and facilitates cross-functional teams: performing financial forecast and plans, modeling scenarios, executing stress tests and performing economic modeling for USAA business units.
  • Applies advanced knowledge to lead a financial process or financial category that may include: income, profitability, liquidity, capital, leverage, asset and liability management.
  • Acts as a key resource and valued business partner, providing informed, proactive financial analysis with fact-based, holistic and forward-looking perspectives that will enable better decision making by senior management.
  • Routinely interacts with senior management becoming their trusted advisor on financial issues. Makes recommendations to solve day-today, as well as strategic financial business problems.
  • Acquires and applies advanced knowledge of the business, its products, services and processes.
  • Serves as a resource to team members on escalated issues of a complex nature.
  • Teaches others about financial processes, drivers and systems ensuring information sharing and knowledge transfer to less experienced team members. Reviews the work of other analysts.

Minimum Requirements

  • Bachelor's degree in Business, Accounting, Finance, Economics, or a related field required. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
  • If Bachelor's, 6 or more years of related experience and accountability for complex tasks and/or projects required OR If Master’s,  4 years of financial / accounting analysis or related work experience OR If 1 year of progress towards an advanced financial degree or completion of 2 exams towards the CFA designation,  4 years of financial / accounting analysis or related work experience

*Qualifications may warrant placement in a different job level.*

When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.


  • Financial Planning & Analysis (FP&A) experience
  • Capacity Planning experience
  • Banking Industry experience
  • Master's Degree in business, finance, economics, mathematics or a related field, CFA, CPA

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.

At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.

USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.

Relocation assistance is not available for this position.

For Internal Candidates:

Must complete 12 months in current position (from date of hire or date of placement), or must have manager’s approval prior to posting.

Last day for internal candidates to apply to the opening is 10/10/18 by 11:59 pm CST time.