USAA

Strategy

• Provide support and guidance to executive management to identify, develop and communicate specific business strategies
• Conduct business strategy reviews to assess progress and drive awareness of strategy achievement
• Drive alignment of business process and frameworks to enterprise strategy
• Support executive leadership by leading the design, coordination, and governance of annual strategic planning

Business Strategy and Planning Director

Product Manager

• Analyze profitability, competitiveness, and sales performance for the product life cycle
• Compile, analyze, and interpret data to make strategic and tactical recommendations
• Define business questions and provide insights for business performance improvements
• Work with information technology and business analysts to improve capabilities with Agile methodologies
• Partner with team members to evaluate profit, competitive and sales performance
• Consult and advise the Product Manager on information impacting business goals
• Interact with stakeholders to draw insights that drive business goals
• Research internal and external information for product feasibility
• Run moderate statistical models and present results to senior Product Management leadership
• Develop product dashboards and metrics in partnership with the Product Manager
• Prepare analysis of performance results for product or sales forecast
• Ensure risks associated with business activities are effectively identified, measured, and monitored

Product Management Advisor I – HELOC

Financial Planning and Analysis

• Lead key financial processes and expense categories, helping solve complex business challenges through forecasting, planning, and financial modeling across areas such as profitability, liquidity, and operating expenses
• Gather business requirements, translate data into meaningful insights, and influence decision-making at the VP and SVP level
• Provide mentorship and guidance to junior analysts while helping manage workflow and priorities
• Deliver advanced analytics, improve reporting capabilities, and identify opportunities to leverage emerging technologies for more efficient and effective financial processes
• Anticipate opportunities to tackle the most complex and/or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management
• Consistently interact with senior management becoming their trusted advisor on all financial issues

Lead Financial Analyst

• Leads team or process in delivery of financial forecasts/plans for a business area or function
• Guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions
• Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making
• Interprets complex financial information and makes recommendations to business leaders
• Implements solutions to key financial and operational opportunities
• Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization
• Leads product assignments, product pricing, product profitability and ad-hoc analysis
• Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization
• Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state
• Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Senior Financial Analyst

IT Support

• Manage audit engagements, varying in complexity, and participate in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work
• May lead engagements as Auditor-In-Charge (AIC)
• Provides oversight to multiple audit engagements and participates in review of engagement planning, fieldwork and reporting
• Proactively identifies control weaknesses and opportunities for improvement in the current operating environment providing recommendations for corrective action
• Ensures assigned audit engagements are completed objectively, professionally, timely and in accordance with corporate and industry audit standards
• Builds and enhances client relationships across the organization for areas of responsibility helping to drive strategic objectives with the business.

Senior Audit Manager – Model Risk/AI

Manager

• Define and maintain program strategies commensurate with the level of risk, size, and complexity to ensure individual efforts align with organizational goals
• Responsible for providing input and recommendations on multi-year business plans to deliver business capabilities and define execution approach to achieve business goals while reducing risk and delivering early business value
• Facilitate meetings with executive management and project/program sponsors to define solutions and delivery
• Prepare reports that provide stakeholders and management with status updates to include identifying risks or issues
• Perform analysis, root cause identification and development and recommendation of key work products
• Negotiate agreements, settle disputes equitably and diffuses situations
• Negotiate program tradeoffs with IT and the business as the program develops to ensure alignment of demand to capacity
• Adhere to EPMO processes, procedures, controls, standards, tools, and templates (as required)
• Adhere to governance rigor required for work efforts
• Drive the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Go-To Market Manager

Security Operations

• lead and manage the daily operations of our centralized security command center
• provide strategic oversight and operational control for the PSOC and Alternate PSOC teams
• ensure effective monitoring, detection, analysis, and dispatch of Protective Security Officers to incidents threatening USAA personnel and assets
• collaborate daily with Protective Security Directors, Security teams, and the Unified Command Center in implementing security protocols
• provide regular reporting on physical security posture, emerging threats, and recommended enhancements to management and executives
• direct policy and procedures to ensure routine and emergency response actions of the armed proprietary security force
• review data analytics of security activities and incidents to determine proper use and placement of security force team members
• responsible for Incident Command during critical incidents and perform liaison with Situation Management Teams, Corporate Investigations, and local authorities

Director, Security Operations Center

Executive Assistant

• Delivers administrative support to assigned EMG through management of schedule/calendar, emails, call routing and ensuring appropriate record retention
• Coordinates activities and ensures timely information flow for EMG assigned
• Collaborates with EMG to understand, prioritize and organize daily activities/responsibilities to meet deadlines and deliver on EMG goals/objectives
• Identifies topics that translate into prioritizing meeting planners, emails, people, and data
• Delivers effective challenge to preserve EMG's time
• May prepare/update presentations
• Ensures accuracy and compliance with USAA presentation standards
• Additionally, drafts internal communications and other materials on behalf of the leader to share with a variety of audiences including department leaders, employees, key stakeholders, or business partners
• As requested by assigned EMG, prepares correspondence on behalf of EMG
• Ensures information to and from EMG members are treated with appropriate level of confidentiality
• Responsible for maintaining awareness on applicable intranet pages, messaging channels, leader communications, and other information platforms
• Proactively disseminates reminders to leaders and employees for upcoming deadlines, such as check-in completion, LMS training deadlines, or other urgent work deliverables
• Monitors EMG calendars to coordinate meetings and ensure leader/team is aligned with all aspects of meeting
• Creates agenda, takes meeting minutes, documents follow up action items, manages attendees, delegates, and ensures all meetings have a clear purpose/agenda
• In addition, coordinates schedules, meeting planners, dates and secures the content to be presented
• Understands the importance of team culture for the EMG's organization
• Prioritizes employee 1:1's, staff meetings, skip levels, and other connection points
• Creates positive experiences for employees through coordination
• Partners with hiring manager to improve employee experience by proactively planning and onboarding new EMG or other team members
• Collaborates to formulate an effective transition plan that minimize/eliminate a negative impact for the incoming EA/EMG relationship
• Additionally, update/submit organizational charts prior to the 1st of the month and update distribution lists within one business day of employee hire/exit
• Ensures new hires are provided access to resources and knowledge of department-wide operations/processes
• May coordinate desk/seating logistics for employees and provide oversight for on-site events
• Manages travel and expense reporting timely and effectively
• Additionally, manages team budget and confirms people leader adherence to individual budget plans
• Responsible for maintaining inventory of office supplies with an expense management focused mindset
• Maintains filing system for key documents
• Generates reports requested by assigned EMG
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

• Formulate product/sales strategy recommendations based on analysis of profitability, competitiveness and sales performance for the product life cycle.
• Compile, analyze and interpret data to make strategic and tactical recommendations or decisions pertaining to sales/product performance.
• Responsible for defining the business questions and providing insights to improve business performance.
• Support the maintenance of existing products and/or may lead in the development and launch of less complex, new products with channel partners.
• Manage and prioritize deliverables in accordance with Agile principles.

Product Management Manager – HELOC

• Accountable for communicating and driving the vision and strategy effectively to key stakeholders and Bank agile team members
• Ensures delivery of quality product and member experience solutions through collaboration with stakeholders
• Translates understanding into a clear vision for the Bank agile team
• Partners with Team-of-Teams Lead to define and communicate acceptance criteria
• Anticipates and solves complex issues using a data-driven approach
• Owns Bank agile team backlog (grooming, prioritization, and refinement)
• Optimizes the flow of value through multi-Bank agile team Agile environment
• Makes recommendations to leadership

Senior Bank Agile Product Owner – HELOC

• Leads an agile team(s) assigned to developing solutions for implementing the Bank's business objectives aligned to the department and company strategy
• Responsible for creating and implementing policies and processes for delivering agile methodologies that will meet business results and are aligned to strategic business objectives and required outcomes
• Accountable for Team-of-Teams level Objectives and Key Results (OKRs), as well as team-level OKRs; empowers teams within the Bank to deliver business outcomes against their OKRs
• Manages project assignments and prioritization of work for Agile teams
• Oversees deliverables to ensure they are progressing in a timely manner and are aligned to objectives
• Makes data driven decisions as needed related to funding and resource allocation
• Leads positive team dynamics, encourages collaboration and drives achievement of goals and OKRs
• Ensure assigned Bank projects are completed within financial regulatory and compliance policies and that risk issues identified are mitigated as required
• Applies expert knowledge and removes escalated impediments to the team's success and assists in conflict resolution, issue and dependency management
• Coordinates, coaches, supports and guide leaders and teams in Agile principles, values and practices
• Maintains stakeholders informed of project status to include Senior Leaders
• Builds consensus with alliances across the organization
• Assesses, utilizes, and partners with external resources and partners to meet agreed upon expectations
• Shares information about the portfolio's output and direction with other Team of Team Leads and stakeholders to ensure alignment across the organization
• Builds and oversees a team dedicated to excellence through recruiting, developing, retaining, coaching, guiding, performance management and managerial activities
• Has full management responsibility for some members of the Agile team, e.g., Product Owner from their own business area, including responsibilities for hiring, firing, development and providing input on compensation decisions
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Director, Bank Agile Product Management – HELOC

Account Manager

• provide primary strategic and operational relationship management and oversight between USAA and assigned third party suppliers
• proactively seek opportunities to continuously build rapport and partnership with third parties
• provide guidance and enforce the standardization of supplier strategies, policies, procedures, guidelines, and reporting
• engage regularly with clients, client relationship management, and others to ensure alignment of goals between USAA and the supplier
• understand and convey client needs to suppliers while understanding and conveying capabilities back to the client and client relationship managers
• work closely with CoSA Supplier Governance (CSG) to understand measurable performance of the supplier and provide guidance in taking appropriate-level corrective action

Strategic Supplier Relationship Manager I – Real Estate

Insurance

• Enhance and operationalize the private credit risk framework, ensuring its consistent application across all stages of the credit lifecycle.
• Provide independent oversight and challenge of the first line of defense's loan covenant monitoring and enforcement activities.
• Conduct thorough due diligence on potential and existing asset managers.
• Oversee the day-to-day operations of the private credit investment portfolio.
• Provide a strong, independent challenge to First Line of Defense (FLOD) activities, risk metrics, and established risk limits.
• Identify critical capability needs within the risk management function and champion initiatives.
• Communicate complex risk analyses and findings concisely to senior stakeholders, committees, and investment professionals.
• Maintain expert knowledge of financial markets, emerging risks, and complex asset classes relevant to private credit.
• Work closely with internal teams, including investment, underwriting, legal, and finance, to align private credit strategy and ensure operational excellence.

Principal – Private Credit Risk Management

Analyst

• Leverages intermediate and some advanced business, analytical and technical knowledge to participate in discussions with cross functional teams to understand and collaborate on business objectives and influence solution strategies
• Applies advanced analytical techniques to solve business problems that are typically medium to large scale with impact to current and/or future business strategy
• Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make 'insight to action' recommendations to answer the business objective and drive the appropriate change
• Translates recommendations into communication materials to effectively present to colleagues for peer review and mid-to-upper level management
• Incorporates visualization techniques to support the relevant points of the analysis and ease the understanding for less technical audiences
• Identifies and gathers the relevant and quality data sources required to fully answer and address the problem for the recommended strategy through testing or exploratory data analysis (EDA)
• Integrates/transforms disparate data sources and determines the appropriate data hygiene techniques to apply
• Thoroughly documents assumptions, methodology, validation and testing to facilitate peer reviews and compliance requirements
• Understands and adopts emerging technology that can affect the application of scientific methodologies and/or quantitative analytical approaches to problem resolutions
• Delivers analysis/findings in a manner that conveys understanding, influences mid to upper level management, garners support for recommendations, drives business decisions, and influences business strategy
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Mid Level Decision Science Analyst – Member Value

• Utilizes quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit.
• Provides insights and information-based context for key stakeholders in the business unit to effectively manage, influence, and impact line of business strategy.
• Collaborates with stakeholders to identify key business assumptions and hypotheses around line of business strategy.
• Evaluates and uncovers strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels, and Member Experience.
• Assists experienced Business Strategy Analysts and other subject matter experts with refining hypotheses and identifying business questions to explore further.
• Assists in the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience.
• Leverages advanced data-driven problem-solving techniques to manipulate and interpret business results.
• Translates findings into insights for strategy management and execution.
• Prepares materials that help communicate the significance of the strategic insights to senior leaders and other key stakeholders.
• May participate in key stakeholder meetings.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.