Financial Reporting Analyst Senior

About the role

As a dedicated Financial Regulatory Reporting Senior , you will serve as a key contributor in the preparation, review, and analysis of reports compiled for regulatory agencies to include the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009a. You will be responsible for preparing highly technical components of the reports and/or schedules and conducting detailed reviews of reports and/or schedules prepared by other members of the team. You will also develop and maintain procedure documentation, assist in projects to automate and increase efficiencies, and support data and control testing. As a member of the Holding Company & Subsidiary Regulatory Reporting team within the Chief Accounting Office (CAO), you will support the research, implementation, and documentation of change initiatives resulting from updates to accounting requirements, regulatory requirements, product offerings, systems, and organizational structure. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the Charlotte, NC office , located at 200 West Blvd, Charlotte, NC 28203. Relocation assistance is not available for this position.

Responsibilities

• 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.
• Prepares and reviews complex financial and regulatory reports in addition to audited statements and support schedules.
• Performs procedures which 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 with FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, FFIEC 009 and/or similar Federal Reserve reporting.
• Certified Public Accountant (CPA).
• Strong working knowledge of regulatory reporting rules and regulations and use of regulatory reporting platforms i.e., Axiom, etc.
• Utilization of financial management tools i.e. Oracle Cloud General Ledger (GL), etc.
• US military experience through military service or a military spouse/domestic partner.
• Compensation range: The salary range for this position is: $93,770.00 - $179,240.00 .
• USAA does not provide visa

Benefits

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at usaa? Share your experience