Financial Analysis Manager, Balance Sheet Planning – Transformation & Innovation

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Job Description

About American Express
American Express is a global services company that provides consumers and businesses with exceptional access to products, insights and experiences that enrich lives and build business success.
We make it easier, safer and more rewarding for consumers and businesses to purchase the things they need and for merchants to sell their goods and services through innovative payment, travel and expense management solutions.

Working at American Express

Experiences That Back You
What you choose to do for a living is one of the most meaningful decisions you can make. At American Express, our job is to help you excel at yours. We provide experiences to become a great leader, a world of opportunities to grow your career, and an inclusive culture to help you thrive. Because the best way to back our customers is to back our people.

Reasons to Believe
• An iconic global brand, where you can grow as a leader
• Meaningful and rewarding work that is performed with integrity
• A culture of learning in collaboration with great colleagues and leaders
• A unique career journey shaped by your talent and curiosity
• Support and trust to thrive in your career and life

Function Description:
Financial Analysis Manager, Balance Sheet Planning – Transformation and Innovation will be a key part of the Balance Sheet Planning team within Treasury and will work across the organization to transform key Treasury processes and deliver best-in-class, innovative process and technology solutions; immediate focus will be on transforming Balance Sheet Allocations, specifically Funds Transfer Pricing (FTP).
This role will work closely with across Treasury, BU FP&A and LFO teams over time to streamline, automate and enhance the major, larger-scale Treasury activities

• Collaborate with Treasury colleagues, BU FP&A teams, Decision Support Transformation and Technologies to design seamless, automated, cutting-edge Technology solutions for key Treasury processes, with an initial focus on Balance Sheet Allocations, specifically Funds Transfer Pricing (FTP)
• Map current processes and design new ones that are integrated with our Technology solutions, take advantage of current automation technology and enable the organization to spend more time driving value vs. running the process
• Flawlessly execute against plans, and demonstrate the flexibility to course correct as circumstances change
• Analyze and Document current and proposed process flows and system architecture
• Consistently focus on improving existing processes vide automation, enhanced controls etc, by adopting best practices and new capabilities
• Provide clear and timely communication on progress and obstacles to project leads and stakeholders
• Support end user training, testing, documentation and change management initiatives related to process and technology changes

Critical Factors to Success:

Past Experience:
• Strong track record in driving Finance process and technology transformation initiatives
• Consistent track record of innovation and process enhancements in previous roles
• 3+ years Finance/Fintech experience



Academic Background:

Functional Skills/ Capabilities:
• Knowledge of current Treasury processes preferred, in particular Balance Sheet Allocations (FTP)
• Strong collaborator - can work across the Enterprise to drive results while understanding and incorporating multiple viewpoints and motivations from a diverse set of stakeholders
• Advanced communication and persuasive presentation skills with ability to break down complex ideas and come up with understandable, thoughtful recommendations
• Ability to handle high pressure environment with aggressive deadlines while balancing long term / short term impacts and multiple priorities and customers

Technical Skills/ Capabilities:
• Ability to layout system and process architecture
• Strong working knowledge of Excel, Word, Tableau and PowerPoint
• Working knowledge of Excel Macros/VBA, Tableau/BI, other programming languages will be preferred

Knowledge of Platforms:
• Knowledge of relevant Technology platforms – Oracle Essbase, Management Reporting tools, TM1 and automation technology (specifically RPA and NLG)

Shift Timings: 1:30PM to 9:30PM

Behavioral Skills/Capabilities:
Enterprise Leadership Behaviors
• Set The Agenda: Define What Winning Looks Like, Put Enterprise Thinking First, Lead with an External Perspective
• Bring Others With You: Build the Best Team, Seek & Provide Coaching Feedback, Make Collaboration Essential
• Do It The Right Way: Communicate Frequently, Candidly & Clearly, Make Decisions Quickly & Effectively, Live the Blue Box Values, Great Leadership Demands Courage


ReqID: 19021748
Schedule (Full-Time/Part-Time): Full-time
Date Posted: Dec 20, 2019, 8:25:07 AM