Technology Business Analyst Lead

USAA•San Antonio, TX

1d•Hybrid

About The Position

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 Strategic Portfolio Manager role within USAA's Business Agility department focuses on ensuring Technology portfolios achieve desired outcomes through meticulous planning and adherence to all established processes and controls. The position requires close collaboration with executive sponsors, business owners, and cross-functional teams to align business cases, financials, and resource plans with strategic objectives. Key responsibilities include driving effective planning, budgeting, resource allocation, and portfolio performance reporting, contributing to monthly health and budget reviews. Success hinges on expert knowledge of USAA's strategic priorities, portfolio controls, continuous planning, and prior strategy experience, with essential proficiency in portfolio management tools like Clarity and Team Intelligence Application (TIA). Develops and provides financial information and analysis related to to technology hardware, technology software, technology consulting, technology contract labor, and technology employee labor expenses for technology resources to drive the decision-making process and support business operations for their department. 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, or Phoenix, AZ. Relocation assistance is not available for this position.

Requirements

Bachelor's degree in Business, Accounting, Finance, Information Technology, or a related field; 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 related financial process experience to include experience with expense budgeting and forecasting practices to include 1 year of direct experience in financial management related to infrastructure: hardware, software, and networking.
Experience with the application of Technology Business Management methodologies.
SME with Apptio or comparable technology business management application.
Expert understanding of Information Technology terminology and financial processes.
Expert experience with finance and accounting within an IT organization.
SME in application of budget management, reporting and/or forecasting best practices.
Demonstrated leadership and oversight experience of budget management routines across a team environment.
Demonstrated ability to lead and coach others in the understanding and leveraging of established financial processes.
Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders.

Nice To Haves

10-years’ experience or more in one or more of the following disciplines: Portfolio management Program management Project Management (Agile / Waterfall / Hybrid) Financial forecasting
Portfolio Management certification(s): ICP-LPM or PfMP
Proficiency in Clarity, TIA, and other portfolio management tools
Expert knowledge of EPMO controls and continuous planning process
Strategy experience including leveraging strategy to drive prioritization and translating strategy to execution
US military experience through military service or a military spouse/domestic partner

Responsibilities

Leads team to analyze weekly/monthly financials, forecast trends, to identify financial risk and opportunities as well as coordinate corrections in cooperation with CFO.
Leads the continuous budgeting and pricing exercise for and entire CoSA or Functional Area to provide CFO an accurate and complete budget for the upcoming year in accordance with CFO and corporate timelines.
Analyzes entire function of POs, Invoices, and financial trend to ensure complete entry or accrual of expenses monthly.
Monitors, analyses, forecasts, reconciles and corrects purchases, leases, accruals, capital assets, and depreciation.
Establishes process and procedures for Financial BAs.
Interprets Risk and Controls required and institutes solutions
Provides training to new managers and interacts with all levels of Executive Management.
Ensures the entire function’s workforce tracking and reporting is accurate, including OneSource position maintenance, 3P tracking, Agile team analysis, and forecasting.
Creates new funding requests across all departments – creating forecast and writing executive summary and outcomes.
Leads the team in establishing a financial reporting cadence to senior management.
Handles all financial and workforce related activities related to department and unit changes (re-orgs, unit changes, etc.) and works on multiple department initiatives.
Consolidates expenses to a service level across departments and at the whole IT Infrastructure Services Function level and understands the relationship with the Services’ billing at a rate card level.
Evaluates under and over-recovery of service expenses.
Assists Service Owners in analyzing and forecasting what is required to bring expenses back into (recovery) alignment.
Applies deep understanding of Market Comp calculations and intermediary between CFO and departmental managers as threshold breaches are foretasted or occur.
Reviews trend analysis and quantitative reports to recommend to interpret results and providing expert level advice based on the data results and long-term financial planning initiatives.
Consults with the business to identify the type of technical and business resources needed, and provides solutions that are financially aligned with project budget and schedule plans.
Serves as a mentor to team members on escalated issues of a complex nature.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.