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Business Rules Analyst Lead - External Reporting

USAA

Charlotte, NC · HybridFull-time$114–218K/yrSeen 1w agoSeen in employer's feed 3 days ago

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At a glance

Compensation
$114–218K/yr
Location
Charlotte, NCHybrid
Schedule
Full-time
Work Authorization
Not specified

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Job overview

The Business Rules Analyst Lead facilitates business requirements through design sessions, workflow analysis, and end-user discussions, translating complex needs into functional designs and specifications. The role leads business rules and reporting transformation initiatives, manages rule governance, and coordinates with business and technology teams. It is based in San Antonio, Plano, Phoenix, or Charlotte and requires working in the office four days per week.

Skills & qualifications

RequiredNice to have

Skills

Business AnalysisRegulatory ReportingFinancial SystemsReporting TransformationProcess AutomationOracle ConfigurationBusiness Rules ManagementGAAP Financial ReportingStatutory ReportingBank Regulatory ReportingBank Holding Company ReportingFinancial ControlsAudit RequirementsRisk ComplianceRegulatory Reporting FrameworksReporting ModernizationOracle Fusion ERPGeneral LedgerFinancial CloseAccountingSnowflakeData AnalysisData ValidationReporting AutomationWorkflow Solutions

Qualifications

Bachelor's Degree or 4 Years Relevant Education and/or Experience8+ Years Business Analysis, Regulatory Reporting, and Financial Systems Experience5+ Years Leading Reporting Transformation and AutomationBachelor's or Master's in Accounting, Finance, or Business AdministrationCBAPPMI-PBACPACFA

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Parental Leave
Paid Time Off
Tuition Assistance

Full job description

San Antonio Home Office I

Charlotte, NC - CENTS

Plano Legacy

Phoenix Campus (Main)

Full time

R0121582

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.

The Opportunity

As a dedicated Business Rules Analyst Lead, you will lead the facilitation of business requirements through design sessions, workflow analysis, and discussions with end users. You will apply a detailed understanding of supported technologies to manage and address business needs. You will translate complex business requirements into detailed functional designs for development, testing, and implementation; apply established methodologies; and prepare detailed specifications and related documentation. You will also assist business partners in identifying and documenting business rules and ensure that rules and associated metadata are appropriately governed and maintained within a single source of truth.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, or Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

  • Develops and defines business scope for enhancement projects, independently builds and/or deploys highly complex business rules/configuration changes to all test/prod environments.

  • Designs and maintains rules and transformations for tools supported and being primary resource for system changes and project work related to systems supported, designing impacts and enhancement assessments of changes.

  • Mentors and provides oversight to others on tools and techniques of build/deploy processes and business process impacts.

  • Leads large scale implementations and projects that impact managed tools.

  • Leads cross functional teams to improve, synchronize, and integrate process controls and automation.

  • Understands and communicates impacts of connection points across and between tools supported, identifying enhancement and develop activities to improve business performance.

  • Configures and manages application to facilitate business user needs, designing reporting, support issue and root cause and work directly with IT to resolve.

  • Analyzes and designs complex specifications for team member execution.

  • Viewed as a subject matter expert regarding process controls, application usage and user requirements.

  • Anticipates quality issues and takes proactive action to ensure their resolution.

  • Acts as a liaison and influences the development and support teams in aligning projects to release environments and resolving conflicts.

  • Influences and advises on soundness of rollout plans, impacted parties and scheduling and capacity needs.

  • Experience in gathering and authoring Business Requirements and solutions for large scale complex projects.

  • Prioritizes, assigns, and monitors work assignments under the direction of management.

  • Maintains the Business Rules Repository and the enforcement of data governance requirements for all rule data housed within the application.

  • 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 relevant education and/or experience.

  • 8+ years of experience in Business Analysis, Regulatory Reporting, and Financial Systems

  • 5+ years leading reporting transformation and automation initiatives within banking, insurance, or financial services organizations.

  • Demonstrated success delivering process automation and reporting modernization initiatives.

  • Strong working knowledge of:

Oracle configuration and business rules management

GAAP Financial Reporting

Statutory (STAT) Reporting

Bank Regulatory Reporting (BRR)

Bank Holding Company (BHC) Reporting

Financial Controls and Audit Requirements

Risk, Compliance, and Regulatory Reporting Frameworks

What sets you apart:

  • US military experience gained through military service or gained as a military spouse / domestic partner.

  • Bachelor’s or Master’s degree in Accounting, Finance or Business Administration.

  • Professional certifications such as CBAP, PMI-PBA, CPA, or CFA are highly desirable.

  • Experience implementing reporting automation and workflow solutions.

  • Experience with Oracle Fusion ERP General Ledger (GL), including financial close, accounting, and reporting processes.

  • Experience using Snowflake for financial reporting, data analysis, data validation, and reporting automation.

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.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

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