Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Manager overseeing financial operations at USAA, responsible for processing financial transactions and team management. Ensuring compliance with regulations and maximizing team productivity in San Antonio, TX.
Responsibilities
- Manages staff responsible for processing financial transactions to include payments, transfers, and receivable transactions
- Ensures transactions are processed within the appropriate system in a compliant and timely manner
- Responsible for providing direction and assistance to staff in the fulfillment of financial operations ensuring all transactions are in adherence with Federal regulations, policies and procedures
- Assesses training requirements and determines individual training needs
- Maintains comprehensive knowledge of applicable systems utilized in daily functions and operations
- Advises staff on complex procedures and decisions
- Researches and resolves escalated issues for member accounts
- Partners with third-parties to inquire on information required for escalation resolution
- Monitors productivity through reporting
- Analyzes workflow and processes to identify and implement improvements to gain efficiency
- Responsible for coordinating the documentation review of all processes and procedures for the team to ensure up to date
- Makes recommendations to improve processes
- Represents and leads the department on various committees, projects, and initiatives providing the financial operations perspective
- Compiles, analyzes, and prepares reporting data on volumes, hours, and staffing for tracking, trending or planning purposes
- Develops staff to maximize resource productivity to ensure defined business goals and objectives are met
- Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- 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
- 6 years of financial services experience related to processing financial transactions
- 2 years of direct team lead or management experience required
- Advanced knowledge in Microsoft Office applications and applicable systems such as payment processing systems, accounts payable/receivables processes or similar
- Previous experience in money movement transaction processing or Financial Institution regulatory compliance
- Proven ability to build effective cross-functional relationships with employees of various levels throughout the organization
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
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