Lead Business Strategy & Planning Analyst

USAA•San Antonio, TX

5d•Hybrid

About The Position

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 #1 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 Join our Member Value team as a Lead Business Strategy Analyst . This role is instrumental in shaping the future of our member service experiences by bridging in-depth analytics with strategic foresight. You will analyze current trends, identify emerging opportunities, and develop robust plans to drive higher member satisfaction and value. You will collaborate closely with business leaders to translate strategic vision into actionable plans. This is a unique opportunity to apply your analytical and strategic planning skills to set the course for the future of member experience. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Charlotte, NC, Colorado Springs, CO, Tampa, FL, and Chesapeake, VA. Relocation assistance is not available for this position.

Requirements

Bachelor’s Degree in Business, Science, Finance, Economics or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of data and/or analytics or strategy consulting experience; OR a minimum of 6 years of data and/or analytics or strategy consulting experience and up to 2 years of progressive functional business relevant experience for a total of 8 years of combined experience; OR Advanced Degree in Business, Science, Finance, Economics or related discipline and 6 years of experience in data and/or analytics or strategy consulting.
Experience identifying business needs and developing strategic plans driven by qualitative/quantitative analysis and market insights.
Experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics.
Experience influencing business decisions.
Strong analytical skills with experience using hypotheses-driven problem solving.
Extensive experience leading and performing complex data analysis using various data analytics tools (i.e. Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics).

Nice To Haves

Prior U.S. military service or being a military spouse/domestic partner is highly valued.
Expert-level understanding of Agile methodologies and proven ability to effectively manage organizational demand and capacity by identifying, prioritizing, and optimizing work across multiple teams.
Understanding of the customer/member journey, service operations, and broader business strategy, with the ability to connect analytical insights to overarching business objectives.
Demonstrated ability to develop strategic plans, identify future trends, and translate findings into actionable strategic initiatives that enhance member experience across all touchpoints.
Exceptional communication and presentation skills, with a proven talent for translating complex insights and strategic recommendations into compelling narratives, driving buy-in and action.
Proven ability to tackle complex challenges, develop data-driven recommendations, and critically assess strategic options to inform planning and execution.
Ability to work independently, manage strategic planning projects effectively, and proactively identify opportunities for analytical exploration and strategic advancement.

Responsibilities

Leads discussions with key stakeholders to communicate information learned from analyses, provide input into line of business strategy development, and drive and influence business decisions.
Leads integration of the analytic strategy and business strategy.
Oversees efforts to identify key business assumptions and hypotheses around line of business strategy.
Continuously refines hypotheses and identifies business questions to explore further.
Develops the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience and provides support to lower levels towards this effort.
Collaborates with key stakeholders to evaluate and uncover complex or critical strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience.
Applies expert analytical rigor to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes, and to evaluate risks to strategic goals.
Effectively influences and drives strategic agreement utilizing subject matter expertise and interpersonal and negotiation skills.
Serves as a team lead and provides guidance and on-the-job training to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

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 USAAjobs.com.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume