✦ Luna Orbit — Finance & Accounting

Liquidity Strategy Analyst Senior

at United Services Automobile Assn.

📍 3 Locations Hybrid 💰 $114K – $205K USD / year Posted April 06, 2026
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Position Details

Salary $114K – $205K USD / year
Type Full-Time
Experience senior
Exp. Years 6 years
Education Bachelor's degree; OR 4 years related experience may be substituted in lieu of degree.
Category Finance & Accounting

About this role

Senior Liquidity Strategy Analyst develops, implements, and monitors liquidity management strategies across the enterprise, engaging governance committees and the Board; supports DFAST stress testing and contingency funding planning.

Key Responsibilities

  • Develops complex analytical strategies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise
  • Develops and monitors capital and liquidity policies and comprehensive capital plans and contingency funding plans
  • Independently assesses and communicates regulatory capital and liquidity rules
  • Leads intercompany capital transactions and member distribution strategies
  • Contributes to Dodd-Frank Act Stress Testing (DFAST) and enterprise stress test planning

Technical Overview

Focus on capital and liquidity modeling across insurance, investment and banking subsidiaries; policy development; cross-functional collaboration; heavy Excel and PowerPoint for reporting.

Ideal Candidate

The ideal candidate is a senior finance professional with 6+ years in Finance, Risk Management, Treasury or Capital & Liquidity Management, and strong modeling and presentation skills. They should be able to navigate regulatory and rating agency requirements while communicating complex liquidity analyses to governance bodies.

Must-Have Skills

Bachelor's degree6 years related experience in FinanceRisk ManagementTreasuryCapital and Liquidity Management and/or AccountingMicrosoft Office (Excel)Excelstrong written and verbal communicationexecutive-level presentationcross-functional relationship-building

Nice-to-Have Skills

Chartered Financial Analyst (CFA) designationFinancial Risk Manager (FRM) designationMaster's degree in businessFinanceMathematicsor related fieldUS military experience through military service or spouse/domestic partnerexperience in liquidity stress test scenario development and analysis

Tools & Platforms

Microsoft OfficeExcelPowerPoint

Required Skills

Bachelor’s degree in Real EstateBusinessFinanceEconomics or related field; 1-3 years of CREprivate equityor investment banking; advanced Excel financial modeling; pivot tables; conditional formatting; MS Office; strong written and verbal communication; ability to deliver presentations; highly organized; ability to travel overnight

Hard Skills

Microsoft ExcelExcel modelingcapital managementliquidity managementrisk managementregulatory capitalcontingency funding plansDodd-Frank Act Stress TestingDFASTgovernance reportingfinancial planningcapital plans

Soft Skills

strong written and verbal communicationpresentation skillscross-functional collaborationleadershipinfluencing across stakeholders

Certifications

Preferred

Chartered Financial Analyst (CFA)Financial Risk Manager (FRM)

Industry & Role

Industry Insurance
Job Function Develop and manage liquidity and capital strategies across the enterprise for USAA.
Role Subtype senior finance analyst

Clearance & Visa

Visa Sponsorship No

Keywords for Your Resume

liquidity strategy analyst seniorliquiditycapital managementtreasuryregulatory requirementsrating agency requirementsrisk managementfinancial planningDFASTDodd-Frank Act Stress Testinggovernance committeesboard of directorscross-functionalMicrosoft ExcelExcelPowerPointcapital planscontingency funding plansregulatory capitalCFAChartered Financial AnalystFRMFinancial Risk ManagerMaster's degreeUS military experienceinsuranceseniorhybridsan antonioplanocharlottedfastdodd-frank act stress testinggovernance reportingpresentationexcel modeling

Deal Breakers

Bachelor's degree required or 4 years related experience in lieu, 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting, Proficiency in Microsoft Excel, Inability to meet in-office/hybrid work requirements

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