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Planning and Forecasting Business Strategy Analyst Lead

Job in San Antonio, Bexar County, Texas, 78284, USA
Listing for: USAA
Full Time position
Listed on 2026-01-08
Job specializations:
  • Business
    Data Analyst, Business Systems/ Tech Analyst
  • IT/Tech
    Data Analyst, Business Systems/ Tech Analyst
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.

** The Opportunity*
* As a dedicated  
** Planning and Forecasting Business Strategy Analyst Lead** , you will lead examining performance trends, process adherence and facilitate executive-level forecasting discussions within the Property & Casualty business.  You will serve as, and/or partner with, subject matter expert(s) cross-functionally to incorporate data driven new business trends, historical influences and emerging qualitative/quantitative impacts into forward looking projections.  You will also facilitate and maintain a strong consultant presence for CFO related activities, such as budgeting, cost benefit analysis, and operational efficiency.

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, Chesapeake, VA or Tampa, FL.

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…
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