Financial Analyst Lead – Underwriting, Product Development & Modernization
Job Overview
Location
San Antonio Home Office I
Job Type
Full-time
Category
Data Science
Date Posted
June 14, 2026
Full Job Description
📋 Description
- • Leads, develops, and motivates a team to deliver advanced financial analytics and insights on key business drivers related to income, profitability, liquidity, capital, leverage, asset and liability management, and operating expenses.
- • Anticipates and tackles complex or unique business problems by providing proactive, holistic, and forward-looking financial solutions to enable strategic decision-making by senior management.
- • Serves as a trusted financial advisor to senior management, consistently interacting with executives to advise on critical financial issues and risk exposure.
- • Makes recommendations to resolve both short-term operational and long-term strategic financial challenges across multiple systems, functions, or processes.
- • Mentors team members on complex financial processes, business drivers, and systems to ensure knowledge transfer and consistent application of best practices.
- • Reviews and oversees the work of financial analysts, assists management in task assignment, and manages workflow to ensure timely and compliant delivery of financial outputs.
- • Leads initiatives to develop an integrated enterprise planning process by aligning multiple company and staff agency processes and technologies.
- • Directs the development, enhancement, and implementation of critical financial processes, programs, and technologies to improve efficiency and accuracy.
- • Identifies, measures, monitors, and controls risks associated with business activities in alignment with regulatory and compliance policies and procedures.
- • Acquires and applies expert knowledge of USAA’s business, financial products, and operational processes to inform analysis and recommendations.
- • Performs complex, often unique financial analyses requiring deep technical accounting and finance expertise across diverse data sources and systems.
- • Communicates complex financial and accounting topics clearly and effectively to diverse audiences, including non-financial stakeholders and senior leaders.
- • Utilizes Microsoft Excel for advanced financial data analysis, modeling, and reporting to support decision-making.
- • Applies subject-matter-expert knowledge of financial services operations, accounting/finance industry practices, and emerging trends.
- • Ensures all financial activities adhere to GAAP standards and applicable financial regulations and compliance requirements.
- • Produces comprehensive financial reports and translates data findings into actionable recommendations for business improvement and strategic planning.
🎯 Requirements
- • Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field, OR 4 additional years of related experience in lieu of degree
- • 8 years of financial/accounting analysis experience including 2 years leading strategic financial opportunities, OR an advanced degree plus 6 years of experience including 1 year leading strategic opportunities
- • Subject-matter-expert knowledge of data analysis and technical accounting/finance acumen
- • Subject-matter-expert level of business acumen in financial services operations and finance/accounting industry practices
- • Experience communicating complex financial topics to varied audiences
- • Experience using financial/accounting technologies and proposing system improvements
- • Experience using Microsoft Excel for significant financial data analysis and reporting
- • Experience applying financial regulations and compliance standards
- • Experience producing financial reports and providing data-driven recommendations
- • Working knowledge of GAAP
🏖️ Benefits
- • Comprehensive medical, dental, and vision plans
- • 401(k) and pension plans
- • Life insurance
- • Parental benefits and adoption assistance
- • Paid time off including paid holidays and 16 paid volunteer hours
- • Wellness programs
- • Career path planning and continuing education support
- • Eligibility for performance-based pay incentives
Skills & Technologies
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About United Services Automobile Association
United Services Automobile Association is a Fortune 500 financial services group headquartered in San Antonio, Texas, founded in 1922 by Army officers to insure each other’s vehicles. Today it provides banking, insurance, investment, and retirement products to current and former members of the U.S. military and their families. The member-owned reciprocal inter-insurance exchange operates under charters in Texas and serves over 13 million members worldwide. The association maintains strict eligibility rules tied to military service and is consistently ranked among the top U.S. insurers and banks for customer satisfaction and financial strength.
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