USAA · 1 day ago
Business Strategy and Planning Manager
USAA is dedicated to empowering its members to achieve financial security through exceptional service and products. The Business Strategy and Planning Manager will support executive management in developing and communicating business strategies, conducting strategic analyses, and driving awareness of strategic achievements within the organization.
BankingFinancial ServicesInsuranceVenture Capital
Responsibilities
Guide development and coordination of CoSA strategy
Work with CoSA executive management to establish strategic framework to enable short and long-term business goals and objectives
Identify and implement specific processes to manage the business strategic and operational planning process
Maintain and align business process and frameworks to USAA enterprise strategy process and framework
Build and maintain CoSA specific strategic and operational roadmaps to ensure deliverables are met (current and future)
Support integration of change management plans and strategies for large, complex business specific initiatives that align with change management practices
Perform primary and secondary research and makes recommendations based on emerging trends, competitive threats, business process improvement, and opportunities
Guide team members as they perform research and analysis
Support CoSA executive leadership with the design and coordination of the annual strategic planning and operational planning processes
Assemble key participants and guides and facilitates cross-functional teams in the strategy development and implementation of business solutions
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Qualification
Required
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
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
Preferred
Experience turning strategic vision into executable plans and measurable outcomes
Experience with forecasting, budgeting, and reconciliation
Experience establishing accountability and governance structures within an organization
US military experience through military service or a military spouse/domestic partner
Benefits
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
Various wellness programs
Career path planning and continuing education
Company
USAA
USAA is a financial services company.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-07
Dallas Innovates
2025-12-12
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