Why USAA?

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 Opportunity

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.

What you'll do:

• 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.

What you have:

• 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.

What sets you apart:

• 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

Compensation range: The salary range for this position is: $127,310-$243,340.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include 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, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

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.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.