Jaclyn Turner Email and Phone Number

As a Capital Strategy Analyst on the Capital and Liquidity Strategy team within Treasury, I am responsible for P&C cash forecasting and reporting, as well as setting the companies' cash targets and managing the companies’ cash and liquidity strategies. Additionally, myself and team are accountable for the monitoring and reporting of USAA’s early warning indicators on a daily basis, which affords the Company another tool in identifying potential liquidity impacts.

As a senior analyst within the Mutual Fund Financial Administration Department, I am responsible for planning and leading semi-annual and annual financial reporting cycles for the USAA mutual funds and ETFs through oversight of team members, communication and collaboration with auditors and vendors, and completion of each reporting cycle in adherence to internal policies, SEC regulation, and compliance standards. In addition, I support the review of financial statements and regulatory reports during each draft of reporting, including staying up-to-date on regulatory changes and researching the best way to adopt such changes.

As an analyst within the Mutual Fund Financial Administration Department, I am responsible for the preparation and review of financial statements and regulatory reports for six of USAA's mutual funds. Other key responsibilities include oversight of daily operations for these funds, assisting the Portfolio Managers with any accounting or research needs, expense budgeting, calculating fund distributions, and periodic internal and external survey reporting.

As an analyst within Strategic Cost Management at USAA, I am responsible for budgeting, forecasting, and other G&A expense analysis and support for the Member Experience organization.

As an analyst within the Mutual Fund Financial Administration Department, I am responsible for the preparation and review of financial statements and regulatory reports for five of USAA's mutual funds. Other key responsibilities include oversight of daily operations for these funds, assisting the Portfolio Managers with any accounting or research needs, expense budgeting, calculating fund distributions, and periodic internal and external survey reporting.

As an intern within the Financial Services Audit team, I was responsible for working with management within USAA's Financial Services Group to identify, measure, and manage risks and evaluate the effectiveness of internal controls relating to operational, technology, legal & regulatory, and financial risks.