Financial Planning Specialist collaborating with CTO on financial oversight for technology projects and CAPEX. Ensuring effective governance and identifying efficiencies within financial processes.
About the role
- Director of Finance at USAA supporting P&C Go to Market Team. Leading team on P&L management, strategic advice, and forecasting
Responsibilities
- Develops finance team strategy to achieve business goals and objectives
- Promotes the development of effective team relationships and functions in various capacities as required to ensure the success of team efforts
- Frequently interacts with senior management and peers on finance and accounting matters requiring internal or cross company coordination
- Serves as a consultant to senior leadership in long-range planning and influences business decision making
- Consistently interacts with senior leadership as a trusted advisor on financial issues
- Makes recommendations to solve short-term decisions, as well as strategic financial business problems
- Assists in developing the financial strategy for supported operating companies
- Identifies problems and critical issues impacting financial operations and implements appropriate responses to meet business challenges
- Maintains familiarity with financial oversight and controls in a highly regulated environment
- Leads the development, coordination, and facilitation of identifying and communicating business technology requirements
- Assumes leadership responsibility on select projects
- 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 in Accounting, Finance, Economics, or related field is required; OR 4 years of related experience may be substituted in lieu of degree
- 8 years of treasury and/or finance operations experience in the financial services industry OR advanced degree in Business, Accounting, Finance, or Economics and 6 years of treasury and/or finance operations experience in the financial services industry
- Subject matter expert on the principles and theories of treasury or finance operations, finance, accounting and/or other related financial business fields and disciplines
- Knowledge and experience with functionalities of corporate financial or tax systems
- 3 years direct team lead or management experience required
- Experience successfully communicating and influencing finance/treasury operations matters with leadership
- Ability to effectively work with internal and external partners.
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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