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USAA · 10 hours ago

Lead Business Strategy & Planning Analyst

Tampa, FL

Full-time

Onsite

Senior Level, Lead/Staff

$127K/yr - $243K/yr

6+ years exp

USAA is dedicated to empowering its members to achieve financial security. The Lead Business Strategy & Planning Analyst will analyze trends and develop strategic plans to enhance member satisfaction and value, collaborating with business leaders to translate strategic vision into actionable plans.

BankingFinancial ServicesInsuranceVenture Capital

No H1B

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

Data analysisStrategic planningQuantitative analysisLeadership experienceAgile methodologiesAnalytical skillsBusiness strategyCommunication skillsTeam collaborationProblem solvingPresentation skillsNegotiation skillsInterpersonal skills

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

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