Senior Financial Analyst – Global Treasury, Personal Savings LFO and Analytics

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Job Description

The Senior Financial Analyst, Personal Savings LFO and Analytics will be a valued member of the Balance Sheet Strategy and Planning team within the Global Treasury organization.
AXP Personal Savings deposits total ~$48B and are the largest funding source for the American Express National Bank. The Analyst will be responsible for delivering strategic financial analytics for the program and will have the opportunity to gain exposure to senior Treasury leadership, as well as, build relationships across the broader Treasury organization while developing skill sets transferrable across the AXP Finance organization.
Primary Responsibilities
  • Analyze Personal Savings database and perform strategic portfolio analytics
  • Perform financial analyses and senior management reporting activities
  • Conduct in depth deposits industry competitive research to provide insights from a strategy, product and pricing perspective
  • Lead deposit and call center volume forecasting processes
  • Assist with improvement and documentation of current processes
  • Be a liaison with the AXP finance and business community in providing insights and information related to Personal Savings
  • Identify opportunities to leverage AXP robotics capabilities to increase analytics and reporting automation


  • 2-3 years of strategic finance experience with the ability to manipulate and draw insights from large data sets
  • First class Excel and PPT skills
  • SQL coding experience highly preferred
  • Strong communication skills
  • Quick learner with intellectual curiosity, initiative and strong work ethic backed by strong analytical abilities
  • Ability to manage multiple priorities and have a record of driving results under tight timelines
  • Comfort with white space thinking and ambiguity
  • An interest in Treasury activities and in pursuing a career in finance
  • Bachelor’s degree in finance or another quantitative field preferred 
Location: 200 Vesey Street, New York, NY 10285

Travel: Little to none

Visa: Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.

ReqID: 20000612
Schedule (Full-Time/Part-Time): Full-time
Date Posted: Jan 13, 2020, 9:04:50 PM