Financial Analyst Lead - AI Technology

The Financial Analyst Lead will oversee financial processes and expense categories, partnering with senior leadership to deliver forecasting, planning, and financial modeling support for AI investment decisions. The role includes mentoring and leading analysts while ensuring work aligns with regulatory and compliance expectations.

Role Overview

You will lead advanced analytics and insight development focused on key business drivers, with a particular emphasis on financial planning and modeling tied to AI investments. The position also involves guiding problem resolution across complex, multi-system situations and advising senior management as a trusted financial resource.

Key Responsibilities

• Lead, develop, and motivate a team to produce advanced analytics and insights tied to key business drivers.
• Identify and address complex or unique business problems by providing proactive financial solutions with holistic, forward-looking perspectives to support senior decision making.
• Build consistent senior-management engagement and serve as a trusted advisor on financial issues.
• Recommend approaches to resolve short-term and strategic financial business challenges.
• Teach and mentor others on complex financial processes, business drivers, and supporting systems to improve knowledge transfer.
• Review analysts’ work, assist management with task assignment, and support effective workflow management.
• Lead initiatives to create an integrated enterprise planning process across multiple companies and/or staff agency processes and technologies.
• Direct analyses and guide the development, enhancement, and implementation of critical processes, programs, and technologies.
• Anticipate opportunities and solutions, lead cross-functional teams through problem resolution, and advise senior management on relevant issues.
• Develop and apply expert knowledge of the business, including products and processes.
• Complete complex and unique assignments involving problem resolution across multiple systems, functions, or processes.
• Ensure risks tied to business activities are identified, measured, monitored, and controlled according to risk and compliance policies and procedures.

Minimum Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field; or 4 years of relevant education and/or experience.
• 6 years of financial/accounting analysis experience, including 2 years leading strategic financial/accounting opportunities.
• Advanced degree in Business, Accounting, Finance, Economics, or a related field; progress toward a CPA or CFA designation; and 4 years of financial/accounting analysis experience including 1 year leading strategic financial/accounting opportunities.
• Subject-matter-expert knowledge of data analysis and technical accounting/finance acumen.
• Subject-matter-expert level business acumen in financial services operations, finance/accounting industry practices, and emerging trends.
• Experience communicating complex financial/accounting topics to a variety of audiences.
• Experience using financial/accounting technologies and recommending improvements.
• Experience using Microsoft Office Excel for significant financial data analysis and reporting.
• Experience applying and adhering to financial regulations and compliance.
• Experience producing financial reports and delivering recommendations based on data.
• Working knowledge of GAAP.

Technologies

• Microsoft Office Excel

What to Expect for Location and Schedule

• Onsite role in San Antonio, TX.
• In the office 4 days per week.
• Based in one of the following locations: San Antonio, TX or Charlotte, NC.
• Relocation assistance is not available for this position.

Compensation and Incentives

• Compensation range: USD 127,310 - 243,340 per year.
• Pay is based on experience and market data for the position.
• Actual salary may vary by location.
• Employees may be eligible for pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors.

Benefits

• 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
• Various wellness programs
• Career path planning and continuing education

Additional Information

• Job ID: R0121631
• Date posted: 10/17/2026
• Visa sponsorship: USAA does not provide visa sponsorship for this role.
• Applications are accepted on an ongoing basis and will remain open until the position is filled.
• Interested candidates are encouraged to apply the same day they view the posting.

Opportunity Highlights

• Lead financial processes and expense categories to address complex business problems while conducting forecasting, planning, and financial modeling related to AI investments.
• Mentor team members on complex financial processes and drive delivery of advanced analytics and insights around key business drivers.
• Support management in assigning tasks and managing workflow while maintaining adherence to regulatory and compliance guidelines.

Preferred Background

• US military experience gained through military service or gained as a military spouse/domestic partner.
• Working knowledge of artificial intelligence (AI) concepts and technologies.