American Express · 9 hours ago
Manager - Portfolio Management; TRIS Finance
Phoenix, AZ
Full-time
Hybrid
Mid, Senior Level
$104K/yr - $175K/yr
3+ years expAmerican Express is a company built on a rich history of innovation and a commitment to its customers and employees. The role of Manager in Portfolio Management involves overseeing the TRIS financial portfolio, providing insights and recommendations to leadership, and ensuring alignment with financial plans and targets.
Credit CardsFinanceFinancial ServicesPaymentsTravel
No H1B
Responsibilities
Support the CISO in his overall portfolio management and manage the TRIS financial portfolio end-to-end, including providing consulting services to VPs and Directors on financials
Advise TRIS Leadership on the monthly progress against their plan and how to reach their targets, and make necessary adjustments
Create financial system entries and reconcile expenses to plan
Produce monthly financial reports linking them to the appropriate TRIS teams based on expense types that support their processes
Reconcile purchases against investment and run the business plans
Responsible for financial month-end reporting and due dates set forth by Tech Finance/Controllership
Work closely with cross-functional teams to engage resources and monitor the delivery plan
Work closely with Tech Finance partner, to ensure consistent reporting between teams, including budgets, actuals, and forecasts
Responsible for annual financial planning process for both investment and run the business plans, including linking it to the strategic direction for the organization
Works with the Security Product Strategy team to conduct Cost-Benefit analysis for new capabilities
Track depreciable costs back to forecasts and calculate the two-year impact
Track spend by fund type (Dev, Invest, etc.)
Mentor junior members on portfolio management and linkages to the TRIS teams/processes
Qualification
Required
3+ years of experience managing a large portfolio, preferably within the technology organization
Must have experience with Ariba, Documentum, Clarity, Project Management DataBase (PMDB), the VPM (Vendor Payment Management), General Ledger (GL), Prepaid (PPD), and Fixed Asset Register (FAR) systems/reports; Oracle experience is a plus
Knowledge of TRIS; risk management disciplines; security policies and standards; security awareness; IS risk management controls; 3rd party / vendor management is preferred
Advanced MS Excel and Access Database skills for gathering and compiling data
Preferred
Drive results through the prioritization of work under tight timeframes and time constrained deliverables
Takes on additional responsibilities as needed, and is a self-starter
Proven ability to lead team members toward a common goal and drive overall process improvement
Excellent interpersonal skills to work with varied constituencies and drive results without direct authority
Highly developed communication skills both verbal and written, as well as presentation skills
Demonstrated ability to focus on larger picture while being detail oriented with the ability to synthesize large amounts of data
Proven ability to work with and across all levels of the organization
Demonstrated problem-solving skills
Ability to persuade and influence through established credibility
Ability to apply situational leadership, and encourage and motivate team members
Excellent time management skills; ability to prioritize and multi-task
Preferably holds a Bachelor's degree in Information Systems, Business Administration or Finance or equivalent work experience
Benefits
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
Company
American Express
American Express is a financial services company that provides credit cards, charge cards, payment solutions, and related services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Brett Mooney
CEO & Country Manager, American Express Canada
Stephen J. Squeri
Chairman and CEO
Recent News
2025-12-29
2025-12-29
2025-12-28
Company data provided by crunchbase