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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
01/19/2026
Full time
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
01/19/2026
Full time
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
01/19/2026
Full time
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
01/19/2026
Full time
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
01/19/2026
Full time
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 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. The Opportunity Dedicated Life Actuarial Solutions Analyst Senior to join the Life Company's Annuity Pricing Team. Specific duties will involve custom quoting of structured settlement annuities, rate loading/validation, tool building and pricing of deferred and immediate annuities. Your role also supports Life/Annuity/Health actuarial work through one or more of the following activities: data extraction, data transformation, validation and analysis, and system functionality oversight and integration. Responsible for providing technical and analytical solutions for one or more of the following functions: pricing and product development, experience studies, actuarial assumption reviews, reserve calculations, financial reporting, asset liability management or competitive analysis. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio, TX; Phoenix, AZ.; Colorado Springs, CO; Tampa, FL; Charlotte, NC. or Plano, TX. campus. Relocation assistance is not available for this position What you'll do: Independently extracts, integrates and transforms data from a multitude of sources, and may identify new sources. Reconciles and validates data accuracy, and reasonability of actuarial or financial information. Prepares reports, reserve estimates, journal entries, financial statements, industry surveys and/or special studies, analyzes data, and recommends solutions. Develops comprehensive and innovative solutions that impact productivity to improve actuarial tools and processes. Resolves unique and complex issues and navigates obstacles to deliver work product. Develops cost benefit analysis. Provides insight to management on issues and serves as a resource to team members on escalated issues of an unusual nature. Leads projects related to actuarial solutions including automation, IT projects, or product development initiatives. Oversees requirement development process through testing and implementation. Demonstrates in depth understanding to identify and resolve issues or potential defects. Maintains processes, procedures and tools, and ensures all regulatory requirements and internal controls are adhered to. Works with business partners to understand key regulatory implications that impact processes, and may develop processes to comply with new or changing regulations. May respond to audit requests and oversees coordination of responses to internal and external audit, such as Department of Insurance examination, as well as, other audit reports. Anticipates and analyzes trends or deviations from forecast, plan or other projections. Presents recommendations and communicates solutions to business partners and management in a clear, concise, logical and organized manner. 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 related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 or more years of technical experience as an analyst or other relevant technical work experience. What sets you apart: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial science, or similar quantitative field Work experience building analytical tools using applications such as excel VBA, Python, SQL, etc. At least one actuarial exam. Note: pursuing actuarial designation not required. Work experience supporting projects for actuarial or modeling functions Excellent verbal and written communication skills, with the ability to tailor the content for varying audiences. Strong aptitude for problem solving and technology US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $93,770 - $179,240 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 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.
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
01/16/2026
Full time
Description This position is based out of our New Albany, OH/Columbus office. Successful candidates will reside in the Central Ohio area. This position may be hired at the Senior Accountant or Accountant level based on experience. Make a Difference-And Own Your Future Join Wallick Communities, a 100% employee-owned company with over 55 years of experience in providing affordable housing and assisted living for families and seniors across the Midwest. With 1,000+ associates and a mission to open doors to homes, opportunity, and hope, we take pride in fostering a supportive and collaborative work environment where every employee-owner plays a vital role. A Career with Wallick Means Creating Homes for People Who Need It Most : Providing new beginnings for residents seeking affordable, safe and high-quality housing where they can thrive. Pay-on-Demand: access your money as you earn it. Exceptional Benefit Package: Health, dental, vision insurance effective within 2 weeks of starting your new job, paid time off, gym membership reimbursement, paid parental leave, 401K, and more! Work-Life Balance: Paid time off, including paid parental leave. Learning & Support : A supportive team that cares about your continued development, well-being and professional growth. Resident Stories That Stay with You : From Henry, who moved into his first-ever home, to Jaci, whose stay at a Wallick community allowed her to achieve homeownership and graduate college, kickstarting her dream career. Work-Life Balance: Paid time off, including paid parental leave. Career Growth: Tuition reimbursement, training, professional development, and advancement opportunities within a company that invests in its people. Employee Owned, Resident Focused : As a 100% employee-owned company, your daily work (supporting our residents) also contributes to your financial future by sharing in our profitability. What You'll Do This role serves as the financial owner for a portfolio of 5-6 Senior Living communities, managing all aspects of full-cycle accounting. Responsibilities include accounts payable and receivable, journal entries, monthly close, financial reporting, year-end processes, budgeting, and analysis. The analyst will work closely with community operations leaders and provide analysis and forecasting to Senior Living executives to report accurate financial reporting and forecasting contributing to meeting financial goals Functions and Responsibilities : Own accurate financial reporting for Senior Living communities, ensuring compliance with GAAP and audit standards. Manage monthly billing processes by supporting multiple senior living communities, ensuring accuracy and timeliness. Prepare and reconcile revenue and expense accounts in compliance with budgets. Perform month-end close activities, including journal entries and account reconciliations. Generate and analyze financial reports to identify trends and variances for leadership review. Support community teams with financial guidance, ensuring adherence to corporate accounting policies. Assist with audits and regulatory compliance by maintaining accurate documentation. Prepare accounting entries, analyze financial data, and ensure accuracy of revenue and expense reporting. Reconcile balance sheet accounts, explain variances, and correct discrepancies. Review and interpret financial statements including cash flow, income statements, and balance sheets. Serve as the Yardi subject matter expert, ensuring data accuracy and improving processes. Coordinate annual audits, tax filings, investor reporting, and regulatory submissions. Perform monthly financial close for assigned portfolio with Regional BOM and BOMs to ensure accuracy and timeliness. Collaborate with the Director of Finance - SLO to refine policies and processes for the portfolio as it relates to the financial functions. Assist with annual budgets and forecasts using current and historical financial data. Support cash flow management, including AP review, payment scheduling, and receipt posting. Partner with and provide strategic guidance to Executive Directors and Business Office Managers (BOM) of the assigned portfolio to drive operational excellence. Work with Asset Management to monitor cash, forecast outcomes to drive ownership distributions and financing goals. Collaborate with operations, community leadership and finance teams to improve processes and resolve discrepancies. What We're Looking For Bachelor's degree in Accounting with 5+ years of experience in an accounting role with full cycle accountability. 5+ years of Senior Living Accounting experience in a Yardi environment is highly desirable. Strong knowledge of GAAP, tax accounting, budgeting, and senior living business operations. Familiarity with debt structures and related documentation. Intermediate to advanced Excel skills. Proficient in Yardi accounting software Skilled in analyzing financial reports and accounting data. Effective communicator with operations leaders, executives, investors, and teammates. Confident presenter of financial information and insights. Strong analytical and judgment skills to support complex decision-making. Wallick's Mission & Values At Wallick Communities, we believe in opening doors to homes, opportunity, and hope for our residents, associates, and community. Our core values guide everything we do: Care - We show compassion and respect for everyone. Character - We do the right thing, even when no one is looking. Collaboration - We work together to achieve more. At Wallick, we celebrate Diversity, Equity, Inclusion + Belonging (DEI+B) in our workplace and communities, creating an environment where associates feel welcome, respected, and empowered to bring their authentic selves to the great work they do every day. For nearly 60 years, it has been at the core of our organization's culture that all Wallick associates come to a safe and inclusive place to work. Wallick does not discriminate based on race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or other non-merit-based factors. Join Us and Become an Employee-Owner! If you're ready to make a difference in people's lives while securing your financial future, apply today! Employment is contingent upon passing a pre-employment background check and drug screen
Perm Opportunity Job Title: Director of Capital Market IT Location: Midtown, NYC Job Summary The Director of Capital Market IT will lead the technology strategy, delivery, and support for capital markets systems with a strong focus on back-office trade processing, booking, and settlement. This role partners closely with Operations, Trading, Risk, and Compliance to ensure reliable, scalable, and efficient post-trade technology platforms. The ideal candidate has deep experience with FIS or Broadridge solutions and a strong understanding of repo, tri-party, and end-to-end trade life cycle workflows. Key Responsibilities Lead the design, implementation, and support of capital markets technology platforms supporting front-to-back trade processing Own and manage back-office trade processing systems, including trade booking, confirmation, settlement, and reconciliation Provide subject-matter leadership for FIS Phase 3, FIS Securities Processing Manager, and/or Broadridge platforms Oversee technology support for repo and tri-party transactions, ensuring accuracy, timeliness, and regulatory compliance Partner with Operations and Business stakeholders to optimize trade flow and trade life cycle processes Drive system enhancements, upgrades, and integrations across capital markets platforms Ensure high system availability, performance, and data integrity for mission-critical trading and post-trade applications Lead vendor management, including relationship management, roadmap alignment, and issue resolution Manage and mentor IT teams, including developers, analysts, and support staff Collaborate with Risk, Compliance, and Audit teams to support regulatory and internal control requirements Develop and manage budgets, project plans, and delivery timelines Required Skills & Experience 10+ years of experience in Capital Markets IT, with significant focus on post-trade or back-office systems Hands-on experience with FIS Phase 3, FIS Securities Processing Manager, and/or Broadridge Strong knowledge of repo and tri-party processing Deep understanding of trade life cycle, including execution, booking, confirmation, settlement, and reconciliation Proven experience supporting or leading back-office trade processing environments Strong understanding of securities, fixed income, and capital markets products Experience managing cross-functional teams and complex technology initiatives Excellent communication skills with the ability to translate technical concepts for business stakeholders Preferred Qualifications Experience working within broker-dealers, asset managers, banks, or financial services firms Familiarity with regulatory requirements impacting post-trade processing Experience modernizing legacy capital markets platforms or leading large-scale system migrations Education Bachelor's degree in Computer Science, Information Systems, Finance, or a related field Advanced degree or relevant certifications a plus
01/14/2026
Full time
Perm Opportunity Job Title: Director of Capital Market IT Location: Midtown, NYC Job Summary The Director of Capital Market IT will lead the technology strategy, delivery, and support for capital markets systems with a strong focus on back-office trade processing, booking, and settlement. This role partners closely with Operations, Trading, Risk, and Compliance to ensure reliable, scalable, and efficient post-trade technology platforms. The ideal candidate has deep experience with FIS or Broadridge solutions and a strong understanding of repo, tri-party, and end-to-end trade life cycle workflows. Key Responsibilities Lead the design, implementation, and support of capital markets technology platforms supporting front-to-back trade processing Own and manage back-office trade processing systems, including trade booking, confirmation, settlement, and reconciliation Provide subject-matter leadership for FIS Phase 3, FIS Securities Processing Manager, and/or Broadridge platforms Oversee technology support for repo and tri-party transactions, ensuring accuracy, timeliness, and regulatory compliance Partner with Operations and Business stakeholders to optimize trade flow and trade life cycle processes Drive system enhancements, upgrades, and integrations across capital markets platforms Ensure high system availability, performance, and data integrity for mission-critical trading and post-trade applications Lead vendor management, including relationship management, roadmap alignment, and issue resolution Manage and mentor IT teams, including developers, analysts, and support staff Collaborate with Risk, Compliance, and Audit teams to support regulatory and internal control requirements Develop and manage budgets, project plans, and delivery timelines Required Skills & Experience 10+ years of experience in Capital Markets IT, with significant focus on post-trade or back-office systems Hands-on experience with FIS Phase 3, FIS Securities Processing Manager, and/or Broadridge Strong knowledge of repo and tri-party processing Deep understanding of trade life cycle, including execution, booking, confirmation, settlement, and reconciliation Proven experience supporting or leading back-office trade processing environments Strong understanding of securities, fixed income, and capital markets products Experience managing cross-functional teams and complex technology initiatives Excellent communication skills with the ability to translate technical concepts for business stakeholders Preferred Qualifications Experience working within broker-dealers, asset managers, banks, or financial services firms Familiarity with regulatory requirements impacting post-trade processing Experience modernizing legacy capital markets platforms or leading large-scale system migrations Education Bachelor's degree in Computer Science, Information Systems, Finance, or a related field Advanced degree or relevant certifications a plus
Role Overview The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment. Key Responsibilities Client Advisory & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives. Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention. Trade Execution & Analysis Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency. Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards. Portfolio Support & Optimization Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights. Identify opportunities to enhance portfolio performance and mitigate risk. Operational Oversight & Compliance Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies. Maintain rigorous standards for confidentiality, data security, and compliance. Issue Resolution & Risk Management Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections. Proactively identify and address potential risks impacting trade execution or client portfolios. Technology & Process Innovation Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy. Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency. Qualifications Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Skills: Skills: Analytical and problem-solving expertise Exceptional communication and interpersonal skills Proficiency with trading platforms and financial software Ability to manage multiple priorities in a fast-paced environment This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Teamwork (NM) - Advanced, Compliance (NM) - Advanced, Analytical Thinking (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Case Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
01/14/2026
Full time
Role Overview The Advisory Trading Analyst serves as a strategic partner to financial representatives and clients, combining advanced trading knowledge with analytical insight to deliver exceptional service and optimize investment outcomes. This role focuses on trade execution, portfolio alignment, and advisory support within a dynamic, fast-paced environment. Key Responsibilities Client Advisory & Relationship Management Provide consultative guidance on trading strategies and investment solutions tailored to client objectives. Act as a trusted resource for financial representatives, fostering strong relationships and promoting client retention. Trade Execution & Analysis Execute trades across multiple asset classes-equities, ETFs, mutual funds, and fixed income-with precision and efficiency. Analyze trade activity and market trends to ensure alignment with client goals and regulatory standards. Portfolio Support & Optimization Assist in portfolio construction and rebalancing, leveraging deep product knowledge and market insights. Identify opportunities to enhance portfolio performance and mitigate risk. Operational Oversight & Compliance Monitor daily trading activity, ensuring timely processing and adherence to industry regulations and internal policies. Maintain rigorous standards for confidentiality, data security, and compliance. Issue Resolution & Risk Management Collaborate across teams and external partners to resolve trade discrepancies, margin calls, and error corrections. Proactively identify and address potential risks impacting trade execution or client portfolios. Technology & Process Innovation Utilize advanced trading platforms and analytical tools to streamline workflows and improve accuracy. Champion digital solutions and self-service capabilities to enhance client experience and operational efficiency. Qualifications Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Education: Associate's or Bachelor's degree in Finance, Business, Economics, or related field. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Experience: 2+ years in trading, investment operations, or client advisory within financial services. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Knowledge: Strong understanding of equities, ETFs, mutual funds, fixed income products, and market dynamics. Skills: Skills: Analytical and problem-solving expertise Exceptional communication and interpersonal skills Proficiency with trading platforms and financial software Ability to manage multiple priorities in a fast-paced environment This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Teamwork (NM) - Advanced, Compliance (NM) - Advanced, Analytical Thinking (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Case Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
Utility Systems, Science & Software, Inc.
El Cajon, California
About Us Utility Systems Science & Software is a leader in environmental engineering solutions dedicated to protecting public health and water resources. We specialize in designing, implementing, and optimizing advanced wastewater monitoring, among other systems for municipal and industrial clients. Join our team of experts in building resilient and sustainable water infrastructure. The Role: Engineer. Manager. Innovator. We are seeking a licensed Professional Engineer (PE) with deep wastewater expertise and a track record of successful project management. You will be the technical and managerial lead for projects centered on wastewater monitoring, SCADA systems, instrumentation, and process control. You won't just design systems-you'll manage the entire project lifecycle to ensure our clients gain actionable data for regulatory compliance, process optimization, and asset protection. This is a critical role for a technical leader who thrives on client interaction and complex problem-solving. Key Responsibilities Project Leadership: Manage the full scope, schedule, budget, and quality of wastewater monitoring projects from conception (RFP) through design, procurement, installation, and commissioning. Technical Design: Lead the design and specification of wastewater monitoring networks, including flow monitoring, permanent and portable SAMPLERS, level sensors, water quality parameter sensors (DO, pH, NH3-N, etc.), and SCADA integration. Client & Regulatory Interface: Serve as the primary technical contact for clients and regulatory agencies (e.g., EPA, State DEP). Prepare and review regulatory reports (DMRs, CMOM, SSO reports) based on monitoring data. Construction & Implementation Oversight: Review contractor submittals, conduct field inspections, oversee sensor installation and calibration, and lead system startup and performance testing (SAT). Data Analysis & Reporting: Translate monitoring data into clear insights and recommendations for clients regarding infiltration/inflow (I/I), treatment process control, and capacity management. Team Development: Mentor junior engineers and coordinate with designers, field technicians, and data analysts. Who You Are (Qualifications) You Must Have: Bachelor's degree in Civil, Environmental, or Electrical Engineering. Active Professional Engineer (P.E.) license. Minimum 7+ years of civil/environmental engineering experience with a strong focus on wastewater systems. Minimum 5 years of direct project management experience, including budgeting, scheduling, and client management. Proven hands-on experience with wastewater collection system monitoring, instrumentation, and hydraulic modeling (e.g., SewerCAD, InfoWorks ICM). Exceptional communication skills for technical and non-technical audiences. What Will Make You Stand Out: Project Management Professional (PMP) certification. Direct experience designing/specifying equipment from manufacturers like Hach, YSI, Xylem, ISCO, Teledyne ISCO, or similar. Expertise in CMOM programs, SSO investigations, or wastewater metering projects. Strong data analysis skills Experience with pilot studies, condition assessment technologies (e.g., CCTV, LiDAR), and grant-funded projects. Why Join Us? Impactful Work: Your projects directly contribute to cleaner waterways and more efficient, compliant municipal systems. Technical Growth: Be at the forefront of sensor technology, data analytics, and smart water infrastructure. Career Path: Clear trajectory to Senior Project Manager, Department Lead, or Technical Director.
01/07/2026
Full time
About Us Utility Systems Science & Software is a leader in environmental engineering solutions dedicated to protecting public health and water resources. We specialize in designing, implementing, and optimizing advanced wastewater monitoring, among other systems for municipal and industrial clients. Join our team of experts in building resilient and sustainable water infrastructure. The Role: Engineer. Manager. Innovator. We are seeking a licensed Professional Engineer (PE) with deep wastewater expertise and a track record of successful project management. You will be the technical and managerial lead for projects centered on wastewater monitoring, SCADA systems, instrumentation, and process control. You won't just design systems-you'll manage the entire project lifecycle to ensure our clients gain actionable data for regulatory compliance, process optimization, and asset protection. This is a critical role for a technical leader who thrives on client interaction and complex problem-solving. Key Responsibilities Project Leadership: Manage the full scope, schedule, budget, and quality of wastewater monitoring projects from conception (RFP) through design, procurement, installation, and commissioning. Technical Design: Lead the design and specification of wastewater monitoring networks, including flow monitoring, permanent and portable SAMPLERS, level sensors, water quality parameter sensors (DO, pH, NH3-N, etc.), and SCADA integration. Client & Regulatory Interface: Serve as the primary technical contact for clients and regulatory agencies (e.g., EPA, State DEP). Prepare and review regulatory reports (DMRs, CMOM, SSO reports) based on monitoring data. Construction & Implementation Oversight: Review contractor submittals, conduct field inspections, oversee sensor installation and calibration, and lead system startup and performance testing (SAT). Data Analysis & Reporting: Translate monitoring data into clear insights and recommendations for clients regarding infiltration/inflow (I/I), treatment process control, and capacity management. Team Development: Mentor junior engineers and coordinate with designers, field technicians, and data analysts. Who You Are (Qualifications) You Must Have: Bachelor's degree in Civil, Environmental, or Electrical Engineering. Active Professional Engineer (P.E.) license. Minimum 7+ years of civil/environmental engineering experience with a strong focus on wastewater systems. Minimum 5 years of direct project management experience, including budgeting, scheduling, and client management. Proven hands-on experience with wastewater collection system monitoring, instrumentation, and hydraulic modeling (e.g., SewerCAD, InfoWorks ICM). Exceptional communication skills for technical and non-technical audiences. What Will Make You Stand Out: Project Management Professional (PMP) certification. Direct experience designing/specifying equipment from manufacturers like Hach, YSI, Xylem, ISCO, Teledyne ISCO, or similar. Expertise in CMOM programs, SSO investigations, or wastewater metering projects. Strong data analysis skills Experience with pilot studies, condition assessment technologies (e.g., CCTV, LiDAR), and grant-funded projects. Why Join Us? Impactful Work: Your projects directly contribute to cleaner waterways and more efficient, compliant municipal systems. Technical Growth: Be at the forefront of sensor technology, data analytics, and smart water infrastructure. Career Path: Clear trajectory to Senior Project Manager, Department Lead, or Technical Director.
