Job description

The Sr. Analyst - Non-Optimized Investment Management is responsible for managing and operationalizing the US Consumer Services marketing budget, supporting teams within US Consumer Card, Travel & Lifestyle Services, Global Dining, Banking, Amex Offers & Digital Media, and ECMX. This position will develop a broad perspective of US Consumer Services, working cross-functionally with Finance, Controllership, USCS Business Leads. • Function as the reporting and budget management lead for USCS Non-Optimized Advertising & Promotion (A&P) investments. • Own the end-to-end reporting suite for USCS Non-Optimized marketing investments. • Manage the day-to-day budget operations for 100+ Budget Lines across US Consumer Services. • Manage transfers/reductions/increases for A&P Budget Lines, in close partnership with Finance, Controllership, and Business Leads. • Own and drive enhancements to centralized budget management processes within USCS. • Lead year-end accrual process for A&P Budget Lines. • Lead quarterly budget management training to USCS colleagues. • Own monthly MR/CoBrand incentive mapping process in partnership with Controllership, ensuring accurate monthly bookings of A&P incentive costs. • Bachelor’s degree preferred • 2-3+ years professional experience in strategic planning/budget management/similar field a plus. • Strong analytical skills and attention to detail. • Strong aptitude with MS Office Suite: Excel – formulas, pivot tables, macros. Able to work with large amounts of data from different sources to create user-friendly, digestible reporting. • Experience leveraging Gen AI Tools to increase productivity and enhance processes. • Highly organized, able to prioritize and proactively communicate progress, needs, issues, etc. • Strong sense of responsibility – demonstrates personal excellence and consistently delivers high quality work. • Excellent written and verbal communication skills– equally capable working with a peer or a senior leader. • Project management skills – organized, detail-oriented, able to manage multiple deliverables and prioritize, communicates proactively re: progress, needs, issues, etc. • Excellent relationship building skills – enjoys working as part of a larger team and fostering relationships. Eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

Requirements

Must-haves

Function as the reporting and budget management lead for USCS Non-Optimized Advertising & Promotion (A&P) investments.
Own the end-to-end reporting suite for USCS Non-Optimized marketing investments.
Manage the day-to-day budget operations for 100+ Budget Lines across US Consumer Services.
Manage transfers/reductions/increases for A&P Budget Lines, in close partnership with Finance, Controllership, and Business Leads.
Own and drive enhancements to centralized budget management processes within USCS.
Lead year-end accrual process for A&P Budget Lines.
Lead quarterly budget management training to USCS colleagues.
Own monthly MR/CoBrand incentive mapping process in partnership with Controllership, ensuring accurate monthly bookings of A&P incentive costs.
Strong analytical skills and attention to detail.
Strong aptitude with MS Office Suite: Excel – formulas, pivot tables, macros. Able to work with large amounts of data from different sources to create user-friendly, digestible reporting.
Experience leveraging Gen AI Tools to increase productivity and enhance processes.
Highly organized, able to prioritize and proactively communicate progress, needs, issues, etc.
Strong sense of responsibility – demonstrates personal excellence and consistently delivers high quality work.
Excellent written and verbal communication skills– equally capable working with a peer or a senior leader.
Project management skills – organized, detail-oriented, able to manage multiple deliverables and prioritize, communicates proactively re: progress, needs, issues, etc.
Excellent relationship building skills – enjoys working as part of a larger team and fostering relationships.
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

Bachelor’s degree preferred
2-3+ years professional experience in strategic planning/budget management/similar field a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

Platform: oracle-cloud
Effort: medium