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Business Support Analyst Lead - Portfolio Management

Job in Plano, Collin County, Texas, 75026, USA
Listing for: USAA
Full Time position
Listed on 2026-06-17
Job specializations:
  • Business
    Business Analyst, Business Management, Business Systems/ Tech Analyst, Business Development
Job Description & How to Apply Below
** 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.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

** The Opportunity*
* As a dedicated  
** Business Support Analyst Lead,
** the candidate selected for this position will lead orchestration & facilitation of our portfolio investment(s) and ongoing bank change management processes. This will involve owning the processes and working across teams in a highly matrixed organization to understand initiatives, funding required, expected benefits, etc. across the Bank Omni Sales & Service organization ensuring compliance with required Bank and Association-level control requirements.  

Additionally, this role will be the key liaison on coordinating the required change management and risk review & approval processes for priority initiatives and assist in regular business case development working across teams to develop quantitative and qualitative rationale for investment decisions.

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, Colorado Springs, CO, Charlotte, NC or Tampa, FL. Relocation assistance is  
** not
* * available for this position.

** What you'll do:*
* + Manages broad functional projects and/or participates as a SME resource on larger initiatives to support business requirements.

+ Provides insight, analyses, advice and recommendations to keep business on operational and financial plan.

+ Provides support and direction to team members and functional partners with identifying and solving identified opportunities, resolving gaps as they are identified and updating reporting metrics.

+ Applies subject-matter-expert functional knowledge to produce complex work deliverables in support of departmental and enterprise initiatives such as audit reviews, business strategy development and project business support.

+ Assists and mentors team members and project managers in developing problem solving approach, identifying gaps, and determining optimal way to aggregate and communicate findings.

+ Maintains broad business knowledge, stays current on key business strategies and initiatives and identifies opportunities for support and enablement.

+ Gathers information, analyzes data and trends to identify and implement business optimization opportunities.

+ Supports team with assigned analysis, contributes in discussions of strategic options and recommendations.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

+ Comply with Association work effort investment management governance procedures including; investment business case preparation, defining scope of work, providing monthly status reporting updates, implement work effort changes as necessary, and closing activities.

+ Execute investment delivery to include identifying risks and opportunities to include complying with Bank Change Management processes.

+ Coordinate with work effort managers as necessary to inform investment-level updates and considerations.

** What you have:*
* + 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.

+ 8 years of experience in end-to-end analysis and/or operations experience, including: requirement gathering and documentation, operational planning and forecasting, data analytics, or current/future state analysis, in direct support of business planning initiatives and optimization of business operations.

+ Knowledge of business operations and systems/business requirements processes.

+ Experience facilitating and driving collaboration to common understanding of business requirements and driving standard enterprise-wide business processes.

+ Knowledge of business analysis tools for ex: MS Visio MS Excel, Tableau, SQL.

+ Experience applying best practices to identifying and interpreting trends or patterns in data to develop recommendations to improve business operations.

+ Foundational Scaled agile certifications:
Product Owner/Product Manager (POPM) and/or Leading SAFe

** What sets you apart:*
* + Experience working in or supporting contact center operations

+ Experience using Clarity portfolio/program management software and managing multiple initiatives within the tool.

+ Demonstrated experience managing…
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