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USAA Senior Financial Regulatory Reporting Analyst in Plano, Texas

Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Senior Financial Reporting Analyst , you will be a significant contributor to the preparation and delivery of financial documents, regulatory reports and analysis used by various partners to meet regulatory and compliance reporting requirements. Proven track record of performing appropriate research, preparing and reviewing financial and regulatory reports, solving problems and completing significant business and operational analytics while adhering to internal controls over financial reporting. Supports audits and examinations and interacts frequently 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 .

What you'll do:

  • Develops and implements processes to facilitate the end-to-end delivery of complex financial and regulatory reporting to include Bank Holding Company reporting, Enterprise GAAP reporting, P&C and Life Insurance STAT reporting, and / or investment reporting.

  • Acquires and applies demonstrated knowledge of appropriate and applicable industry practices and relevant USAA businesses and products impacting the financial statements.

  • Applies professional skepticism to interpret and understand 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.

  • Prepares and reviews complex financial and regulatory reports in addition to audited statements and support schedules.

  • Performs procedures which procedures? and identifies and implements improvements in accordance with internal controls over financial reporting.

  • Interacts regularly with management, regulatory agencies, and business partners (i.e., internal and external audit, treasury, compliance and legal, etc.) to ensure appropriate discussion and execution of requisite actions.

  • Monitors, analyzes, and interprets new and proposed changes to financial reporting requirements to determine the impact to USAA.

  • Serves as an advisor to management and as a valued and trusted resource to team members as well as a mentor to peers.

  • Drafts and delivers disclosures, technical memos, presentations, and other supporting documentation.

  • Partners with areas across the enterprise to ensure accurate and timely receipt of supporting information.

  • Plans and prioritizes maintenance of processes, procedures, tools, and resources.

  • 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.

  • 6 years’ 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.

  • 4 years’ experience conducting research and preparing business and operational financial analysis.

  • Strong knowledge of Generally Accepted Accounting Principles (GAAP).

What sets you apart:

  • Experience preparing and delivering holding company regulatory reports (e.g., FFIEC 031, FR Y-9C, FR Y-9LP, FFIEC 009, FR Y-11, etc.).

  • Experience in the use of Axiom

  • Experience in the use of WDesk

  • Certified Public Accountant (CPA)

  • Master’s degree in Finance, accounting, or Business Administration (MBA)

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.

What we offer:

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. The salary range for this position is: $89,990 - $172,000

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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, please 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.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

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