USAA · 2 weeks ago
Planning and Forecasting Business Strategy Analyst Lead
Tampa, FL
Full-time
Onsite
Senior Level
$127K/yr - $243K/yr
6+ years expUSAA is dedicated to empowering its members to achieve financial security through exceptional service and trusted advice. The Planning and Forecasting Business Strategy Analyst Lead will lead performance trend analysis, facilitate executive-level forecasting discussions, and collaborate with stakeholders to drive business decisions within the Property & Casualty business.
BankingFinancial ServicesInsuranceVenture Capital
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
Qualification
Required
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)
Preferred
Forecasting by leveraging Emerging and Historical Trends Qualitatively/Quantitatively
Reporting drivers of actuals versus plan and forecasts
Analyzing through sensitivity/scenario analysis and key performance indicators
Familiarity with marketing attribution, modeling techniques, testing and using data and analytics to inform recommendations
Prior role(s) in a Property& Casualty Insurance organization
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.
10001+ employees
H1B Sponsorship
USAA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (269)
2024 (151)
2023 (77)
2022 (150)
2021 (10)
Funding
Current Stage
Late StageLeadership Team
Julie McPeak
SVP, General Counsel Insurance
Waqas Durrani
Senior Vice President, General Counsel - Enterprise Shared Services
Recent News
24-7 Press Release Newswire
2026-01-11
Company data provided by crunchbase