Senior Financial Analyst

Senior Financial Analyst – Global Treasury Controllership, Middle Office

You Lead the Way. We’ve Got Your Back.

• At American Express, we know that with the right backing, people and businesses
• have the power to progress in incredible ways. Whether we’re supporting our
• customers’ financial confidence to move ahead, taking commerce to new heights,
• or encouraging people to explore the world, our colleagues are constantly
• redefining what’s possible — and we’re proud to back each other every step of
• the way. When you join #TeamAmex, you become part of a diverse community of over
• 60,000 colleagues, all with a common goal to deliver an exceptional customer
• experience every day.

• Global Treasury Controllership (“GTC”) is responsible for providing
• comprehensive transactional support, accounting & reporting for various Treasury
• related areas such as cash, debt, derivatives, investments, fair value,
• Intercompany loans and other comprehensive income.   The Middle Office team is a
• key component of GTC and is responsible for providing Trade Support, Trade
• Capture, Accounting, and Analytics for various Treasury related products. The
• primary goal of the team is to lead and support various organization-wide
• efforts to all Global Treasury Operations teams and provide value added
• services.

RESPONSIBILITIES

Role Summary:

• The Senior Financial Analyst plays a key role in the GTC Middle Office team,
• with a primary focus on capital regulatory reporting and related controls, while
• also providing broader support across Treasury operations. This role supports
• the execution and enhancement of regulatory reporting processes, interpretation
• and documentation of regulatory requirements, and coordination across key
• stakeholders, while developing subject matter expertise across capital and
• Treasury activities.

How will you make an impact in this role?

• Execute and support capital regulatory reporting, including FR Y-9C, FFIEC

101, and FR Y-14Q, ensuring accurate, complete, and timely delivery of

reporting requirements

• Perform capital reporting analysis, reconciliations, and variance reviews,

investigating data or reporting differences and coordinating resolution with

relevant stakeholders

• Develop and maintain regulatory interpretations, methodologies, procedures,

and process documentation to support consistent and well-controlled reporting

• Drive process enhancements and automation opportunities to improve reporting

accuracy, efficiency, scalability, and control effectiveness

• Coordinate with stakeholder teams to resolve data and methodology issues,

implement reporting changes, and deliver on regulatory requirements

• Serve as a subject matter expert for capital reporting data and processes,

including key data sources, system dependencies, reporting logic, and

controls

• Maintain a strong control environment through execution and enhancement of

key controls, documentation, issue management, and support for SOX/PRSA and

other governance requirements

• Support internal and external reviews, including control testing, Internal

Audit, external audit, and regulatory examinations, through documentation,

analysis, and issue resolution

• Provide broader Treasury Advisory support, including cross-training across

debt, derivatives, investments, collateral, and other Treasury activities to

provide effective coverage as business needs evolve

• Support trade lifecycle, data quality, and operational control activities

across Treasury products, helping identify and resolve exceptions and

strengthen end-to-end processes

• Partner across the Treasury Advisory team to provide flexible coverage of

critical Treasury processes and controls, particularly during peak reporting

periods, change initiatives, or other business priorities

QUALIFICATIONS

Minimum Qualifications

• Bachelor’s degree in Finance or Accounting; CPA/CMA/ACCA certification a plus
• 2–4+ years of relevant experience (aligned to scope and ownership)
• Strong knowledge of treasury products, accounting (US GAAP), and financial

markets

• Experience with regulatory reporting and capital frameworks
• Demonstrated ability to own processes and drive outcomes independently
• Ability to think outside the box for systems design and help maintain/build

small scale systems in Python (key requirement)

• Ability to communicate effectively, maintain a balanced perspective and drive

outcomes via effective communication

• Well organized and attention to detail – that is take ownership of tasks

assigned and act independently to ensure said tasks are done pristinely with

minimal management

• Advanced analytical skills with experience handling complex datasets
• Advanced Excel; experience with Bloomberg, Power BI, SQL, Python or similar

tools preferred

• Experience supporting audits and control environments
• Experience in Treasury/Treasury Controllership and/or knowledge of capital

markets is a plus

• Employment eligibility to work with American Express in the United States is
• required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of

innovation, shared values

• [https://www.americanexpress.com/en-us/company/who-we-are/]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.

• We back you with benefits that support your holistic well-being so you can be
• and deliver your best. This means caring for you and your loved ones' physical,
• financial, and mental health, as well as providing the flexibility you need to

thrive personally and professionally

• Competitive base salaries
• Bonus incentives
• 6% Company Match on retirement savings plan
• Free financial coaching and financial well-being support
• Comprehensive medical, dental, vision, life insurance, and disability

benefits

• Flexible working model with hybrid, onsite or virtual arrangements depending

on role and business need

• 20+ weeks paid parental leave for all parents, regardless of gender, offered

for pregnancy, adoption or surrogacy

• Free access to global on-site wellness centers staffed with nurses and

doctors (depending on location)

• Free and confidential counseling support through our Healthy Minds program
• Career development and training opportunities

• For a full list of Team Amex benefits, visit our Colleague Benefits Site
• [https://www.americanexpress.com/en-us/colleagues/benefits].

• American Express is an equal opportunity employer and makes employment decisions
• without regard to race, color, religion, sex, sexual orientation, gender
• identity, national origin, veteran status, disability status, age, or any other
• status protected by law. American Express will consider for employment all
• qualified applicants, including those with arrest or conviction records, in
• accordance with the requirements of applicable state and local laws, including
• the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for
• Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring
• Ordinance. For positions covered by federal and/or state banking regulations,
• American Express will comply with such regulations as it relates to the
• consideration of applicants with criminal convictions.

• We back our colleagues with the support they need to thrive, professionally and
• personally. That's why we have Amex Flex, our enterprise working model that
• provides greater flexibility to colleagues while ensuring we preserve the
• important aspects of our unique in-person culture. Depending on role and
• business needs, colleagues will either work onsite, in a hybrid model
• (combination of in-office and virtual days) or fully virtually.

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• The below represents the expected salary range for this job requisition.
• Ultimately, in determining your pay, we’ll consider your location, experience,
• and other job-related factors.