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Why USAA?

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

The Opportunity

As a dedicated Business Strategy and Planning Director , you will work on the Enterprise Integrated Planning team in USAA’s Chief Financial Office and support senior executives in enhancing USAA’s Operational planning process. The candidate selected for this role will lead critical workstreams focused on implementing enhancements to the process and work with cross-functional teams and senior executives to shape the new multiple-year Operational Plan for Board approval in November.

This is a high-visibility role in a fast pace environment and the candidate selected will work with executives across Enterprise Planning, Forecasting, and Analysis (EPF&A), Enterprise Strategy, Enterprise Risk, Enterprise Portfolio Management Office (EPMO), Senior Financial Officers, Technology, and key business teams as part of our normal routines in executing the EIP process. They will own and drive the Operational Planning process and be responsible for coordination, aggregation, and authoring of the new Operational Plan in partnership with leadership.

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: Charlotte, NC or San Antonio, TX.

Relocation assistance is not available for this position.

What you'll do:

• Drives the development and coordination of components within the overarching CoSA strategy.

• Works with executive management to establish strategic and operational framework that establishes enables short and long-term business goals and key results.

• Develops specific processes to manage the business strategic and operational planning process.

• Drives the alignment of business process and frameworks to enterprise strategy, process and framework.

• Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.

• Maintains responsibility of integration of change management plans, project documentation and strategies for large, complex business specific initiatives that often impact the organization and/or enterprise.

• Identifies strengths and weaknesses to evaluate operational effectiveness by establishing best practices and management routines to address gaps.

• Guides team members as they perform research and analysis.

• Supports CoSA executive leadership by leading the design, coordination, and governance of the annual strategic planning and operational planning processes.

• Leads and motivates cross-functional team members in strategy and operational plan development and implementation.

• 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; 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 directly related business planning consultation experience to include developing business strategy for short-term and/or long-term goals.

• Experience influencing and managing communication to senior executives, internal colleagues through concise, official and regular updates on status, progress, strategies and roadmaps

• Extensive experience in Project Management.

• Strong business acumen in financial services or related industry, and a proven ability to balance strategic thinking with practical implementation skills.

• Experience working with clients/customers to realize business issues and develop a strategy for the business’s direction from the gathered insights.

What sets you apart:

• Prior consulting experience and/or 2+ years of corporate/business strategy and planning experience with a major consulting firm

• 2+ years of experience developing a multi-year corporate or business Operational Plan at USAA or a Fortune 100 financial services firm

• Prior corporate or business Finance experience and/or an understanding of the financial forecast process and business case development

• Demonstrated ability working collaboratively and establishing strong relationships across cross-functional teams in a fast-paced, matrixed, and ever-changing environment

• Extensive experience in developing grey-space concepts into solution recommendations, gaining stakeholder alignment and producing high quality C-Suite/Board ready presentations for decision making

• Strong facilitation, project management, and communication (verbal /written) skills and experience

• US military experience through military service or a military spouse/domestic partner

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.

What we offer:

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. The salary range for this position is: $109,130 - $208,580.

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

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, please 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.

If you are an existing USAA employee, please use the internal career site in OneSource to apply.

Please do not type your first and last name in all caps.

Find your purpose. Join our mission.

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.