Internal Controls Financial Reporting Advisor Senior

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 Internal Controls Financial Reporting Advisor Senior , you'll guide and facilitate cross-functional teams in planning and executing the Internal Controls Financial Reporting (ICFR) framework for shared service process areas supporting the bank and insurance entities. Applies advanced functional knowledge and forward-thinking to gather data, assess risks and make recommendations to solve current and long-term matters. We are seeking an ICFR (Internal Controls Financial Reporting) Advisor to be part of the team that is responsible for executing management's financial reporting/SOX control testing and evaluation program, specifically for shared service process areas supporting the bank and insurance entities.


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, Charlotte, NC. Relocation assistance is not available for this position.

What you'll do:

• Guides and facilitates cross-functional teams in planning and executing the Internal Controls Financial Reporting (ICFR) framework including control identification, evaluation of design, test of operating effectiveness, issue evaluation including root cause analysis and oversight of remediation activities.
• Applies advanced functional knowledge to lead risk assessment, control selection, testing, evaluation of results and annual attestation processes.
• Gathers data and partners with the business to provide informed, proactive ICFR guidance, coaching and analysis with fact-based, holistic and forward-thinking perspectives.
• Routinely interacts with senior management becoming their trusted advisor on ICFR issues; makes recommendations to solve current and long-term matters.
• Applies advanced functional knowledge of ICFR business processes, applications, products, services and related financial statements to ensure compliance with company policies and procedures.
• Serves as a resource to team members on completing ICFR Program deliverables.
• Teaches others about ICFR, ensuring knowledge transfer to less experienced team members; reviews the work of other, less experienced team members.
• 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 in Business, Accounting, Finance, Risk Management or a related field; 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 in Internal Control Financial Reporting (ICFR), SOX, financial accounting and controls and/or auditing work experience OR at least 4 years of ICFR experience at a Big Four accounting firm.
• Demonstrated expert functional knowledge in driving adoption of ICFR and collaborating with cross-functional teams in planning and executing multiple, complex situations.
• At least 4 years of progressive related experience developing, influencing and delivering results in a complex ICFR matrix environment.
• Knowledge of banking, insurance, investments or shared service processes, laws and regulations.
• Strong understanding of accounting principles and application for improvements during internal reviews and controls.
• Proficient in Microsoft Excel, PowerPoint, and Word.
• Experience effectively communicating and consulting with a variety of audiences for ICFR topics to include business results and impacts.

What sets you apart:

• US military experience through military service or a military spouse/domestic partner.
• Experience auditing financial reporting/SOX controls in Shared Service process areas (e.g., Cash Disbursements, Capitalized Software, Intercompany, Compensation, Income Taxes, Financial Statement Close, Fixed Assets, Accounts Payable and Investments).

Compensation range: The salary range for this position is: $103,450 - $197,730

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.