Lead Business Strategy & Planning Analyst

Why USAA?

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.

What you'll do:

• 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.

What you have:

• 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).

What sets you apart:

• 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.

Compensation range: The salary range for this position is: $127,310 - $243,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

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.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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