IT Financial Analyst Lead
- Job ID
- R0109444
- Date posted
- 07/01/2025
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.
The Opportunity
As a dedicated IT Financial Analyst Lead, you will support the P&C IT Data and Analytics team, managing a $70M+ annual budget across 30+ projects. This role is critical for ensuring financial forecast accuracy, communicating key financial metrics to leadership, and resolving complex financial issues through in-depth analysis.
Provides SME liaising services between business and IT delivery functions for the purpose of enabling the on-boarding, enhancement and support of systems, applications and other technology solutions. Assesses evolving business requirements to include n establishing, evaluating and validating technical requirements. Recommends alternatives and/or enhancements to existing technology solutions. Researches and helps resolve production issues and defects.
We offer a flexible work environment that requires an individual to bein the office 4 days per week.This position will be based in the San Antonio, TX facility. Relocation assistance isnotavailable for this position.
What you'll do:
- Serves as the primary conduit between IT delivery functions and the business functions through which their technical requirements flow.
- Actively contributes to successful delivery by partnering with Program Management to understand and drive plans for strategy, transformation and operations.
- Accountable for ensuring readiness of scope, business goals and objectives prior to project initiation.
- Delivers coaching, mentoring and just-in-time training to team members through quality reviews and observation.
- Collaborates with IT function Architects on road maps and upgrade strategies.
- Performs high-level analyses on technical topics for pre-project and project topics.
- Supports Project Management and Practice leads with policy, procedures, and governance.
- Participates in process improvement initiatives in support of project strategy efforts.
- Serves as Voice of the Customer for Analyst community.
- Leads innovative opportunities to improve efficiency and productivity for the Analyst role.
- Identifies gaps and provides technical expertise in business requirements for system functional specifications and scales new and current systems, processes and procedures in a cost-effective manner.
- 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; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 8 years of experience in business and/or project management, business/system requirements and technical analysis.
- Expert knowledge of multiple solution delivery life cycles and Business Management methodologies (Waterfall and Agile)
- Expert working knowledge of business productivity products, tools and applications.
- Subject matter expert understanding of system architecture and knowledge of solution development concepts.
- Extensive experience in requirements management, from conception definition to implementation.
- Extensive experience with modeling techniques (e.g. UML) and use case development as well as experience with one or more software development frameworks.
What sets you apart:
- 12+ years of financial management (Portfolio, Program, Project) experience within a large organization.
- 5+ years of financial management experience at USAA.
- Mastery of Microsoft Excel, Apptio, and Clarity.
- Proven ability to develop and present financial reports.
- Ability to translate data insights into actionable recommendations.
Compensation range:The salary range for this position is: $114,080-$218,030.
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.