Internal Controls Financial Reporting Advisor (Mid-Level)

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

We are seeking an ICFR (Internal Controls Financial Reporting) Advisor to be part of the team that is responsible for executing management’s financial reporting/SOX control testing and evaluation program, specifically for shared service process areas supporting the bank and insurance entities.   

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. Relocation assistance is not available for this position.

What you'll do:

• Manages the following initiatives on behalf of ICFR Program Management Office (PMO) in support of ICFR related initiatives which may include: Oversees and maps business processes to significant accounts, coordinates and/or facilitates execution of walkthrough schedule/sessions, conducts re-testing activities, supports process owner attestation process, assists with documenting evaluation results in support of final ICFR effectiveness decisions.

• Assists in the coordination efforts and facilitation sessions of the annual ICFR walkthrough activities; obtains/develops documentation in support of walkthroughs.

• Supports ICFR PMO in advising USAA management over ICFR effectiveness and best practices through walkthrough activities and ICFR monthly meetings, escalating concerns to ICFR PMO management.

• Assists in the development of presentation materials supporting ICFR Steering Group (ISG), ICFR touchpoint meetings, and other ICFR communications.

• Partners and coordinates with BCM control partners to identify and evaluate ICFR controls and issues, documents results of overall ICFR control tests, and conducts root cause analysis in accordance with ICFR Program methodologies.

• Proactivity identifies opportunities to improve and strengthen the ICFR control environment; provides guidance and recommendations to BCM partners in the execution of ICFR activities and assists with ICFR training activities.

• Serves as a resource to less experienced team members and BCM community to advise on completing ICFR Program deliverables.

• 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 in Business, Accounting, Finance, Risk Management, or related field; OR 4 years of relevant education and/or experience.

• 4 years' experience in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience OR at least 2 years of ICFR experience at a Big Four accounting firm.

• Demonstrated knowledge in driving adoption of ICFR and collaborating cross-functional teams in planning and executing complex situations.

• At least 2 years of progressive related experience developing and delivering results in a complex ICFR matrix environment.

• Experience identifying opportunities and proposing ideas for improvement within ICFR controls.

• Knowledge of banking, insurance, or investment systems processes, laws and regulations.

• Strong understanding of accounting principles with ability to apply during internal reviews and controls.

• Proficient in Microsoft Excel, PowerPoint, and Word.

• Experience effectively communicating to various stakeholders and business partners ICFR results and impacts.

What sets you apart:

• US military experience gained through military service or gained as a military spouse / domestic partner.

• Experience auditing financial reporting/SOX controls in Shared Service process areas (e.g., Cash Disbursements, Capitalized Software, Intercompany, Compensation, Income Taxes, Financial Statement Close, Entity Level Controls, Fixed Assets, Accounts Payable and Investments)

Compensation range: The salary range for this position is: $93,770 - $179,240.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

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.

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

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.

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, 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.