Operations Analyst Lead - Project Management (Finance)

About the role

The Operations Analyst Lead Project Management (Finance) serves as a strategic partner responsible for leading complex finance and operational initiatives that drive business performance, process optimization, and organizational transformation. This role works closely with CFO-aligned stakeholders, business leaders, and cross-functional teams to deliver measurable business outcomes in fast-paced, highly regulated financial services environments.

Responsibilities

• Leads the implementation of strategic tasks that align programs with an organization’s business strategy and goals.
• Develops multi-year business plans to deliver business capabilities and define execution approach to achieve business goals while reducing risk and delivering early business value wherever possible.
• Works with program sponsors and cross-functional teams to evaluate, plan, and develop scope, milestone roadmaps, required resources, work plan, budget, anticipated dependencies, and timing for new programs.
• Prepares reports that provide stakeholders and management with status updates, including identifying risks or issues.
• Ensures all team members understand how to work together, understand interdependencies, and coordinates their efforts to complete program goals.
• Aids in the development of performance metrics, dashboards, and management tools that clearly articulate the status of key activities, ensuring timely and successful execution.
• Identifies potential new program opportunities to deliver integrated solutions that meet multiple business partner needs.
• Defines and maintains multiple program strategies based on business demand and ROI expectations.
• Negotiates agreements, settles disputes equitably, and diffuses high-tension situations.
• Negotiates program tradeoffs with IT and the business to ensure alignment of demand to capacity.
• Mentors Program Managers in identifying benefits and defining alternatives across departmental programs and across USAA programs.
• Adheres to EPMO processes, procedures, controls, standards, tools, and templates (as required).
• Adheres to governance rigor required for work efforts.
• Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
• Safeguards risks associated with business activities by effectively identifying, measuring, monitoring, and controlling them in accordance with risk and compliance policies and procedures.

Requirements

• 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.
• Experiences that will support your success include 8+ years of experience in Operations, Project Management, Program Management, Management Consulting, or Business Transformation.
• Strong financial services and banking industry experience, including exposure to large-scale enterprise environments.
• Experience supporting CFO organizations, Finance Transformation, Finance Operations, Planning & Analysis, Risk, Treasury, or related functions.
• Demonstrated success leading projects involving multiple stakeholders, competing priorities, and significant organizational impact.
• Proven ability to thrive in ambiguous situations and solve complex business problems with limited direction.
• Demonstrated success in identifying, escalating, and mitigating delivery risks.
• Experience developing operating models, business processes, governance frameworks, and strategic roadmaps.
• Strong business agility and adaptability, with the ability to shift priorities quickly while maintaining delivery focus.
• Demonstrated willingness to learn new business domains, processes, and technologies.

Qualifications

• US military experience through military service or a military spouse/domestic partner.
• Highly proficient in Clarity, TIA, and other program/project management tools.
• Previous experience with a Big Four consulting firm (KPMG, Deloitte, PwC, EY) or equivalent management consulting background preferred.
• Proven experience leading large-scale, complex programs across different Functions / LOBs, demonstrating adaptability.
• Strong background in developing and executing strategic program roadmaps for complex initiatives, including cross-business integration and implementation.
• Strong communication and presentation skills with ability to communicate highly complex information concisely and confidently to varying audiences, with appropriate level of detail.
• Creative, out-of-the-box problem solver who enjoys tackling difficult organizational and operational puzzles.
• Ability to quickly assimilate information and become effective in new environments within days rather than weeks.
• Strong sense of humor and collaborative approach, contributing positively to team culture while maintaining accountability for results.
• Experience managing or engaging with external partnerships, including industry groups and government relations.

Skills

• Strong analytical capabilities combined with hands-on project management expertise.
• Strategic thinking and ability to navigate ambiguity.
• Quickly shifting focus as priorities evolve.
• Proven track record of delivering results within complex environments.
• Effective negotiation and dispute resolution skills.
• Leadership and mentoring abilities.
• Adherence to EPMO processes, procedures, controls, standards, tools, and templates.
• Ability to manage multiple priorities and mitigate risks to delivery.
• Collaborative and adaptive approach to problem-solving.

Benefits

• Comprehensive medical, dental, and vision plans.
• 401(k) plan.
• Pension plan.
• Life insurance.
• Parental benefits.
• Adoption assistance.
• Flexible time off program with paid holidays plus 16 paid volunteer hours.
• Variety of wellness programs.
• Career path planning and continuing education.

Pay

$127,310 - $243,340

Schedule

This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Tampa, FL. Relocation assistance is not available for this position.

Application Instructions

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.