Senior Financial Analyst

American Express•New York, NY

10h

About The Position

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.

Requirements

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

Nice To Haves

Experience in Treasury/Treasury Controllership and/or knowledge of capital markets is a plus

Responsibilities

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