Business Strategy and Planning Manager

USAATampa, FL
Hybrid

About The Position

USAA is seeking a dedicated Business Strategy and Planning Manager to support executive management in identifying, developing, and communicating business strategies across functional areas. This role requires advanced knowledge of USAA, the industry, business development, and financial planning. The manager will conduct strategic analyses of business needs and environmental trends, assess strategy achievement through reviews, and guide the development and coordination of business unit strategy. They will work with executive management to establish strategic frameworks, implement processes for strategic and operational planning, and maintain alignment with USAA's enterprise strategy. The role involves building and maintaining strategic and operational roadmaps, supporting change management for complex initiatives, and performing research on emerging trends and competitive threats. The manager will also guide team members in research and analysis, support executive leadership in annual strategic and operational planning, and facilitate cross-functional teams in developing and implementing business solutions. Ensuring risks are identified, measured, monitored, and controlled is also a key responsibility.

Requirements

  • 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 (10 years of experience in lieu of a degree).
  • 6 years of directly related business planning consultation with experience contributing to the development of business strategy short-term and/or long-term goals.
  • Effective facilitation experience to include executive level communication and ability to influence.
  • Experience in Project Management.
  • Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.
  • Demonstrated analytical skills, an ability to translate raw information into actionable strategies and initiatives.

Nice To Haves

  • Consumer complaint program experience.
  • Experience influencing and communicating with executive leaders and stakeholders to drive significant strategy and high value initiatives.
  • Expert at creating summaries of complex information tailored for executives.
  • Proven ability to gain broad cross-functional alignment and organizational sponsorship for strategic initiatives.
  • Expert at creating clear, concise program documents including governance and program documents.
  • Exceptional attention to detail and follow-up.
  • US military experience through military service or a military spouse/domestic partner

Responsibilities

  • Provides support to executive management to identify, develop and communicate specific business strategies across business unit functional areas, utilizing advanced knowledge of USAA, industry, business development, and financial planning.
  • Conducts strategic analyses of business needs and environmental trends in support of business strategy development and planning processes and, as appropriate, enterprise strategy and planning processes.
  • Conducts business strategy reviews to assess progress and drive awareness to leaders of strategy achievement.
  • Guides development and coordination of business unit strategy.
  • Works with business unit executive management to establish strategic framework to enable short and long-term business goals and objectives.
  • Identifies and implements specific processes to manage the business strategic and operational planning process.
  • Maintains and aligns business process and frameworks to USAA enterprise strategy process and framework.
  • Builds and maintains business unit specific strategic and operational roadmaps to ensure deliverables are met (current and future).
  • Supports integration of change management plans and strategies for large, complex business specific initiatives that align with change management practices.
  • Performs primary and secondary research and makes recommendations based on emerging trends, competitive threats, business process improvement, and opportunities.
  • Guides team members as they perform research and analysis.
  • Supports business unit executive leadership with the design and coordination of the annual strategic planning and operational planning processes.
  • Assembles key participants and guides and facilitates cross-functional teams in the strategy development and implementation of business solutions.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Benefits

  • comprehensive medical, dental and vision plans
  • 401(k)
  • pension
  • life insurance
  • parental benefits
  • adoption assistance
  • paid time off program with paid holidays
  • 16 paid volunteer hours
  • various wellness programs
  • career path planning
  • continuing education
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