USAA

Financial Planning and Analysis

• Responsible for researching new securities purchased in the institutional portfolios for the Association.
• Study securities on the Bloomberg terminal and works with USAA Traders, Strategists, Asset Managers, and Reporting Analysts and consults other market data sources to further research securities.
• Responsible for creating, defining, and maintaining securities records in the order management, accounting and data warehouse systems, as well as monitoring post-trade compliance triggers.
• Partners with external organizations such as investment custodians and software vendors to help facilitate the post-trade, pre-accounting operations of USAA's institutional portfolios.
• Identify and manage existing and emerging risks that stem from business activities and the job role.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled.
• Follow written risk and compliance policies, standards and procedures for business activities.
• Validates accuracy of corrections to reported security master data errors and ensures reviews are completed on all data error corrections across multiple reviewers and preparers.
• Responsible for diagnosis and investigation of complex system and data problems and determining root cause of errors, which may include integrated systems and data linkage.
• Partners with Portfolio Strategists, Traders, and Investment Accounting areas to ensure issues are resolved.
• Leads identification and corrections of complex trade data problems across different asset managers and formats.
• Notifies Compliance, traders and portfolio managers of any compliance violations as required by compliance/regulatory requirements.
• Facilitates discussions with Asset Managers or Custodian Banks to discuss operational matters, including vendor management, scorecard reviews, and engaging vendors for problem resolution.
• Identifies approach to closing gaps that may arise from control testing, audit and QA of requests and assists with Issue management.
• Peer Reviews corporate actions.
• Provides advanced user support and configuration assistance to other members of the cross-functional investment management group; may independently prepare and support user access reviews for middle office.
• Leverages expertise in investment management systems to perform investment operations or middle office functions and in-depth knowledge of applications to serve as SME in system enhancement efforts and projects.
• Leads Lines of Defense testing efforts by assigning test cases, gathering test evidence, providing guidance to subordinates on more complex issues, and facilitating review with consultants and stakeholders after testing is completed.
• Provides IT with business requirements and validate enhancements through testing.
• Identifies opportunities and potential solutions on functional processes that adhere to compliance and regulatory requirements.
• Responsible for more detailed and time-consuming efforts and initiatives.
• Ensures timely execution of trade reconciliations, regulatory reporting, collateral processing and SMF reviews.
• Responsible for projects from start to completion, including coordination of project work, resourcing, and testing across the team.
• Assigns and directs work of other analysts and represents Investment Operations in the absence of the Director.

Investment Operations Analyst – Lead

Program Manager

• Leads the implementation of strategic tasks that align programs with business strategy
• Responsible for developing multi-year business plans
• Works with program sponsors and cross-functional teams to evaluate, plan and develop scope
• Prepares reports that provide stakeholders and management with status updates
• Ensures all team members understand how to work together
• Assists in the development of performance metrics, dashboards, and management tools
• Directs analyses, root cause identification and development and recommendation of key work products
• Identifies potential new program opportunities
• Defines and maintains multiple program strategies
• Negotiates agreements, settles disputes equitably
• Mentors Program Managers
• Adheres to EPMO processes, procedures, controls, standards, tools, and templates
• Drives the adoption and sustainment of changes within the organization
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

Program Manager Lead – Member Value

• 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.
• Interpret complex financial information and make 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.
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Senior Financial Analyst

Product Manager

• Attracts, selects, and develops a Digital or Technology Product Management team
• Manages day to day activities of the Digital or Technology product management team
• Responsible for end-to-end technology and digital product management activities
• Sets new Digital or Technology product strategies
• Leads team to define product strategy for a product portfolio
• Applies product management expertise in state-of-the-art digital and technology domains
• Improves the business outcomes of the team
• Guides teams in implementing data-driven methodologies across multiple channels
• Collaborates with and influences senior leaders, Digital or Technology product managers, developers, vendors, designers and other stakeholders
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled

Director, Digital – Technical Product Management

• Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories and/or features to support effective and compliant solutions while balancing investment and business value
• Owns and maintains a prioritized work backlog for one or more Agile teams
• Product backlog includes complete user stories with acceptance criteria so that they are consumable and testable by the Agile team or program
• Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed
• Serves as direct representative of the business with one or more delivery teams, representing the customers' perspective throughout the product delivery cycle
• Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute and release in alignment with program and/or product road maps
• Partners with sponsors, stakeholders, and IT to facilitate, define and document relevant business processes, gaining an advanced understanding of the needs, measures, and risks & controls for the improvement area
• Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk
• Leverages existing change management routines, as needed
• Works with different technologies, internal and external to have oversight of development, testing and controls
• Applies advanced knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function
• Coaches and mentors other Product Owners
• Demonstrates advanced knowledge in multiple business or system domains and capable of leading development across multiple teams at the project or program level
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Senior Development Product Owner

Business Operations

• Develops business process deliverable program plans that align customer, business deliverable and enterprise strategy
• Ensures alignment with customer and appropriate roadmap(s)
• Applies and maintains expert knowledge of the business and manages ongoing alignment and development of business deliverable processes and capabilities with business needs to materially change and improve business performance
• Serves as strategic advisor bringing diverse perspective to leverage multiple ways of thinking while developing end-user focused process solution
• Guides and influences process re-engineering and technology implementation to enable process redesign and innovation
• Leads the overall management of process performance by developing control limits, monitoring key performance indicators and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements
• Identifies, owns, executes, enhances, and aligns controls to mitigate operational and compliance risks as it pertains to owned processes as it pertains to owned processes
• Collects and consolidates demand and identifies opportunities by business portfolio, vertically within the business unit and/or horizontally across the enterprise
• Reviews, advises, and develops communication plans for customers and internal stakeholders and ensures communications are in alignment with overall strategy
• Ensures alignment between internal stakeholders and customers across all business process projects and services using proactive communication and engagement strategies
• Utilizes data and analytics to deliver insight into customer and business process performance and shares best practices with overall team
• Stays current with emerging technologies and evaluates business processes to lead continuous process improvement efforts
• Lead solution development including business case / benefits substantiation and drive business requirements for process improvement initiatives
• Provides mentorship and guidance support for team and applicable business partners
• Plans and designs business processes and make recommendations and changes in order to improve and support business systems and activities and/or to deliver greater effectiveness and efficiency
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Business Process Owner – Lead

Learning and Development

• partner with business leaders and Learning Performance Consultants to gather and validate learning requirements
• performs analyses, designs, and develops learning curriculum to improve performance of USAA employees
• assess the learning outcomes that need to be developed
• understand the performance expectations and gaps
• assists in deriving the appropriate learning solution
• develops and implements strategic design initiatives and learning experiences that advance business goals
• ensures alignment with L&D objectives, business strategy, and our USAA mission
• collaborate with cross-functional teams while acting as liaison between the Design team and stakeholders to ensure timely delivery and adherence to project goals
• completes peer to peer reviews to ensure consistency, quality, and appropriate use of course content guidelines
• develops tools and processes to measure effectiveness of curriculum solutions and learner performance
• develops and maintains strong relationships with third-party vendors as main point of contact for content management
• synthesizes analyses, identifies root causes, and provides recommendations that influence business solutions
• serves as a mentor and coach to peers and team members for assigned area of responsibility

Senior Instructional Designer – Property Claims

Analyst

• Leverages advanced business, analytical and technical knowledge to participate or lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies.
• Applies advanced analytical techniques to solve business problems that are typically medium to large scale with significant 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 recommendation into communication materials to effectively present to various levels of 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.
• Succinctly delivers analysis/findings in a manner that conveys understanding, influences various levels of management, garners support for recommendations, drives business decisions, and influences business strategy.
• Provides subject matter expertise in operationalizing recommendations.
• Remains informed on current data and analytics trends, (Ex: Cloud, Data Mining, Python, Neural Networks, Sensor data, IoT, Streaming/NRT data).
• Identifies opportunities to continue to learn in the data and analytics space, whether informal (e.g., Coursera, Udemy, Kaggle, Code Up, etc.) or formal (e.g.Certifications or advanced coursework).

Senior Decision Science Analyst – Member Value

Technical Product Manager

• Leads the discovery, delivery, and performance of digital and technology products and their experiences for USAA and its members
• Collaborates with internal stakeholders and partners to tackle complex and challenging problems to optimize the customers' (internal/external) experience with market offerings
• Designs and drives implementation of multi-platform technology and digital solutions
• Optimizes and improves existing products and experiences across delivery channels and platforms to drive Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs)
• Employs User Centered Design and Design Thinking methodologies to bring world-class Digital and/or Technology driven products to market
• Develops the product strategy, vision, and goals and justifies decision-making related to the balance and mix of innovation types and investments for Digital and Technology products of complex and significant scope (portfolio level or enterprise reach)
• Ensures strategic alignment across the product and its stakeholders, suppliers, and customers
• Independently leverages Digital or Technology research, business and market intelligence, and data-driven insights to identify opportunities, propose solutions, create and maintain roadmaps, and improve performance
• Leads team and stakeholders to envision, define, and translate Digital or Technology product and experience opportunities (customer 'needs' and 'wants' as well as all other input forms into problems, gaps, etc.) into initiatives (i.e., requirements, epics, features) and drives execution strategy
• Drives, quantifies, and defends Digital and Technology product and experience investments through Business Case artifacts and hypotheses, communicating the value proposition of Digital or Technology products and experiences
• Continuously leverages expert data-driven problem-solving techniques and analytical rigor to understand and report on product and experience performance against KPIs/KRIs; shares best practices with team members
• Guides team to generate meaningful insights through a variety of tools and resources to uncover areas of opportunity to inform Digital or Technology product and experience improvements; follows through to ensure applicable improvements are implemented
• Sets the standard for preparing compelling presentations, and other forms of communication to communicate complex concepts to a diverse audience, including senior leadership, and facilitates Digital or Technology product definition, concept and collaboration sessions to coordinate discovery, development, delivery, and validation activities, as well as to mitigate risks and dependencies
• Conducts internal and external research and conducts situational analysis to identify and apply industry best practices and trends to increase effectiveness of Digital or Technology products
• Actively manages ambiguity, influences others to bring in 'big picture' thinking and drives clarity, solutions, and execution plan among team and stakeholders
• Maintains and applies expert knowledge of the business, technology, UX, and relevant experiences and processes and an expert understanding of Product Management
• Consistently provides guidance and mentoring to team members and acts as an escalation point and ensures issues are resolved
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Digital Product Manager Lead

Director

• Responsible for development of digital first products supporting the needs and risks of USAA Members
• Leads development and launch of new innovative product offerings as well as auxiliary/enhanced features/services for existing products
• Responsible for maintaining thorough level of knowledge of business and underwriting performance for products in scope (e.g.trends, results, etc.)
• Responsible for post-launch monitoring, maintenance and underwriting of 'new in market' products based on product performance, member needs and competitive changes in the market including but not limited to product rules, rates, and forms
• Develops recommendations to launch new products and the evaluation and decision to buy/build or ally for individual product(s)
• Generates creative product and coverage solutions for member needs to ensure a dynamic product development pipeline exists
• Conducts complex analysis of internal and external data and member information to support formulation of product strategy and enhance competitive intelligence
• Develops and communicates the new product value proposition for individual products
• Ensures sales support is delivered to all distribution channels (e.g., com, mobile, contact center) so that the new product is properly positioned to members
• Leads the analysis and evaluation of new product performance metrics to make changes to offerings, if necessary, prior to full launch
• Coordinates with relevant control partners (to include Legal, Compliance, and Risk Management) to ensure product offerings are designed and implemented in compliance with all applicable laws and regulations
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Product Development Director – P&C Auto

Engineer

• Partner with cross-functional teams in the application of process engineering principles to design and/or optimize business processes
• Responsible for executing the Business Process Management (BPM) strategy
• Executes process improvement projects that improve member and employee experiences
• Identifies and manages existing and emerging risks stemming from business activities
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled

Process Engineer – Mid-Level

Attorney

• Develops and defines business scope for enhancement projects
• Independently builds and/or deploys highly complex business rules/configuration changes to all test/prod environments
• Designs and maintains rules and transformations for tools supported
• Mentors and provides oversight to others on tools and techniques of build/deploy processes and business process impacts
• Leads large scale implementations and projects that impact managed tools
• Leads cross functional teams to improve, synchronize, and integrate process controls and automation
• Configures and manages application to facilitate business user needs
• Analyzes and designs complex specifications for team member execution
• Viewed as a subject matter expert regarding process controls, application usage and user requirements
• Anticipates quality issues and takes proactive action to ensure their resolution
• Acts as a liaison and influences the development and support teams in aligning projects to release environments and resolving conflicts
• Maintains the Business Rules Repository and the enforcement of data governance requirements for all rule data housed within the application
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Lead Business Rules Analyst

Data Analyst

• Supports the execution, maintenance, and enhancement of analytical models
• Conducts advanced quantitative analysis utilizing internal and external data
• Builds risk management frameworks to identify and mitigate risk
• Develops and maintains comprehensive risk reporting for management oversight
• Conducts research to challenge credit, product, and risk proposals
• Ensures effective identification, measurement, monitoring, and control of risks