Financial Analyst

The Finance organization is on a multi-year journey to modernize the technology platforms that enable our processes. We are focused on strengthening data governance, modernizing applications, consolidating data platforms, and leveraging Cloud capabilities to drive efficiency and scalability.

As an Analyst, Finance Technology Strategy & Project Management, you will play a key role in shaping and executing the Finance Technology roadmap. You’ll support a portfolio of Finance Technology initiatives, support the tracking of annual budget utilization and monitoring of project execution governance policy compliance, and collaborate on key Finance initiatives across Finance, Product, and Technology to deliver transformative outcomes that align with our modernization goals.

Responsibilities

• Support tracking for the Finance Technology portfolio by maintaining budget and spend data, identifying variances, and helping translate insights into clear, actionable updates for stakeholders across Product and Technology.

• Support key portfolio management activities, including consolidating project governance artifacts and preparing artifacts for final submission to the enterprise EPMO.

• Support process transformation by leveraging AI tools to identify automation opportunities, streamline workflows, improve decision-making, and drive greater efficiency across Finance Technology initiatives.

• Support program management activities by helping track project milestones, maintain status updates, coordinate follow-ups, and prepare clear reporting materials for stakeholders.

• Maintain and manage key project artifacts, ensuring accuracy, accessibility and compliance with enterprise standards.

• Prepare clear, concise project status reports and executive presentations that highlight progress, risks, and key decisions

• Operate in an Agile environment, supporting ceremonies and promoting iterative delivery.

• Foster strong partnerships across Finance, Technology, and other business areas to ensure seamless execution and shared success.

Qualifications

• Bachelor’s degree in Finance, Business, or Analytics

• Strong understanding of Finance systems, processes, and dependencies

• Strong written and verbal communication skills, with the ability to synthesize complex information into clear and compelling narratives

• Proven ability to influence and collaborate effectively across teams and levels

• Familiarity with Agile principles and delivery practices

• Strong analytical, organizational, and problem-solving skills

• Demonstrated adaptability, resilience, and ability to thrive in a fast-paced environment

• Knowledge of Regulatory Reporting and core Finance processes

• Experience managing budgets and reporting on budget vs. actuals

• Exposure to Data Warehousing, Data Management, or related technology programs

• Scaled Agile Framework (SAFe) certification

• Project Management Professional (PMP) certification

• Experience with AI tools (e.g., Copilot, ChatGPT)

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.

As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.