Lead analyst responsible for performance trends and forecasting discussions within USAA. Collaborating with stakeholders to influence business strategies and operational efficiencies across locations.
Responsibilities
Lead examining performance trends, process adherence and facilitate executive-level forecasting discussions within the Property & Casualty business
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
Facilitate and maintain a strong consultant presence for CFO related activities, such as budgeting, cost benefit analysis, and operational efficiency
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
Requirements
Bachelor’s Degree in Business, Science, Finance, Economics or related discipline; OR 4 years of related experience 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)
Benefits
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
various wellness programs
career path planning and continuing education
Job title
Lead Business Strategy Analyst – Planning and Forecasting
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