✦ Luna Orbit — Finance & Accounting

Financial Analyst I - FP&A (Mid-Level)

at United Services Automobile Assn.

📍 2 Locations Onsite 💰 $77K – $147K USD / year Posted April 16, 2026
Salary $77K – $147K USD / year
Type Full-Time
Experience mid
Exp. Years 4 years
Education Bachelor's degree in Business, Accounting, Finance, Economics, or related field
Category Finance & Accounting

This role supports FP&A forecasting, planning, and financial modeling to solve business problems and deliver actionable insights. You will produce recurring/ad hoc financial reporting and analysis while partnering with regional leadership and ensuring compliance with regulatory and risk policies.

  • Develop financial forecasts/plans and implement forecasting/planning process improvements
  • Prepare recurring and ad hoc financial reports and analysis including cost benefit analysis
  • Conduct financial research and provide value-added business decision support
  • Analyze product assignments including product pricing and product profitability
  • Identify, measure, monitor, and control risks in accordance with risk and compliance policies

The work is focused on finance analytics: forecasting and planning processes, financial modeling, cost-benefit analysis, and ad hoc research to support decision-making. The role also emphasizes risk identification, measurement, monitoring, and control within compliance guidelines.

The ideal candidate is a mid-level finance professional with at least 4 years of hands-on experience performing financial/accounting analysis and preparing financial reports or financial plans. They are strong in FP&A activities such as forecasting, planning, and financial modeling across profitability, liquidity, capital, leverage, and asset/liability management, while consistently operating within regulatory and compliance guidelines.

4 years' experience conducting financial/accounting analysispreparing financial reportsor financial plans and providing recommendations
financial forecastingfinancial planningfinancial modelingfinancial reportsfinancial analysiscost benefit analysisproduct pricingproduct profitabilityrisk identificationrisk measurementrisk monitoringrisk controlregulatory compliance
financial forecastingfinancial planningfinancial modelingincomeprofitabilityliquiditycapitalleverageasset and liability managementoperating expense forecastingfinancial report preparationfinancial analysiscost benefit analysisfinancial researchproduct assignmentsproduct pricingproduct profitabilityad hoc analysisrisk identificationrisk measurementrisk monitoringrisk controlregulatory and compliance guidelinesregulatory complianceintermediate knowledge of businessproducts and processes
problem solvingprovide proactive insightsbusiness partnershipeffective decision-making supportcommunication with stakeholdersnavigate obstaclesprioritizing and delivering work product

Preferred

CPA (progress towards a CPA)CFA (progress towards a CFA)
Industry Insurance
Job Function Deliver FP&A financial forecasting, planning, modeling, and analysis to enable leadership decision-making within compliance and risk guidelines
Role Subtype Financial Analyst
Financial AnalystFinancial Analyst IFP&Afinancial forecastingfinancial planningfinancial modelingincomeprofitabilityliquiditycapitalleverageasset and liability managementoperating expensefinancial reportsfinancial researchcost benefit analysisproduct pricingproduct profitabilityrisk identificationrisk measurementrisk monitoringrisk and compliance policies and proceduresregulatory and compliance guidelinesCPACFA

Bachelor's degree in Business, Accounting, Finance, Economics, or related field OR 4 years of related experience substitution, 4 years' experience conducting financial/accounting analysis, preparing financial reports, or financial plans and providing recommendations, Must be able to work in the office 4 days per week

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile