Financial Reporting Analyst Lead

$120,550 - $230,400/Yr

USAA - Charlotte, NC

Full-time - Senior

Charlotte, NC

Credit Intermediation and Related Activities

About the position

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! As a dedicated Financial Reporting Analyst Lead, 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, primarily including the FR Y-9C, FR Y-9LP, and FR Y-11 filings. 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 the following location: Charlotte, NC. Relocation assistance is not available for this position.

Responsibilities

• Develops and leads teams and processes in the end-to-end delivery of complex financial and regulatory reporting.
• Applies advance in-depth knowledge of appropriate and applicable industry practices and relevant USAA business and products impacting the financial statements.
• Applies professional skepticism to review and identify trends and variances in the business and financial statement interrelationships and leads solutions to key financial and regulatory reporting opportunities.
• Drives and motivates team members to provide advanced analytics and insights around key business drivers.
• Monitors the preparation of and reviews complex financial and regulatory reports in addition to audited statements and support schedules.
• Assists management in assigning team tasks and managing workflow.
• Identifies, monitors, and drives issue management and resolution in accordance with internal controls over financial reporting.
• Leads cross functional collaboration with management, regulatory agencies, and business partners to ensure appropriate discussion and execution of requisite actions.
• Monitors, implements, and develops recommendations for new and proposed changes to financial reporting requirements to determine the impact to USAA.
• Serves as an advisor and subject matter expert to management as well as a mentor to peers and team members.
• Drafts and delivers disclosures, technical memos, presentations, and other supporting documentation, driving key messages and approach.
• Presents financial and regulatory information to management and stakeholders.
• Partners with areas across the enterprise to ensure accurate and timely receipt of supporting information.
• Researches and responds to complex requests from examiners and auditors.
• Oversees responses to routine requests by more junior team members.
• 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.

Requirements

• Bachelor's Degree; OR 4 years of related experience may be substituted in lieu of degree.
• 8 years of experience preparing and delivering financial statements and regulatory reports in the financial services industry, a Bank Holding Company or similar.
• Expert proficiency of applicable Microsoft Office applications.
• Subject matter expert knowledge of Generally Accepted Accounting Principles (GAAP).
• Subject matter expert knowledge of bank and insurance regulatory reporting rules, regulations, and forms.
• Subject matter expert knowledge of data analysis tools and techniques.
• Ability to effectively work with both internal and external partners.

Nice-to-haves

• Experience preparing and delivering holding company regulatory reports (e.g., FR Y-9C, FR Y-9LP, FFIEC 009, FR Y-11, etc.).
• Experience in the use of Axiom.
• High proficiency in Microsoft suite of products.
• Excellent analytical and problem-solving skills.
• Excellent communication skills (both written and verbal) and interpersonal skills.
• Certified Public Accountant (CPA).
• US military experience through military service or a military spouse/domestic partner.

Benefits

• Continuing education credits
• Paid holidays
• Health insurance
• Dental insurance
• Paid time off
• Adoption assistance
• Vision insurance
• Life insurance