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American Express · 3 days ago

Senior Associate, Portfolio Management

Phoenix, AZ

Full-time

Hybrid

Mid, Senior Level

$89K/yr - $150K/yr

3+ years exp

American Express is a company with a long history of innovation and a commitment to supporting its customers and colleagues. They are seeking a Senior Associate in Portfolio Management to oversee the financial success of the Technology Portfolio Management organization through effective financial management and process optimization. The role involves collaboration with various stakeholders to enhance portfolio performance and drive continuous improvement initiatives.

Credit CardsFinanceFinancial ServicesPaymentsTravel

Comp. & Benefits

No H1B

Responsibilities

Partners across the team to monitor and track portfolio performance against delivery, cost, budget, resource allocation, forecast, schedule, and quality targets, ensuring the successful execution of the portfolio of tech projects

Takes ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio – leveraging data analytics and insights to gather and formulate status updates and escalating delivery risks when needed

Collaborates closely with finance teams to ensure alignment of budgets, actuals, and forecasts, maintaining financial accuracy and supporting budget management

Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness

Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities

Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits

Qualification

ApptioJiraPower BIAdvanced ExcelFinancial modelingData analyticsAgile methodologiesCommunication skillsRelationship buildingProblem-solvingAdaptability

Required

Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred

Advanced technical skills including but not limited to Apptio, Jira, Power BI, advanced Excel, General Ledger, and Amex AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling

Ability to synthesize complex financial data for a non-finance savvy audience

Strong relationship building with the ability to collaborate and influence without authority

Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact

Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options

3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines

Preferred

Ability to execute and maintain high performance under tight timelines and competing demands

Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus

Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight

Experience within a large technology, financial services or FinTech environment with a working knowledge of software development processes and Agile methodologies

Understand linkages between supply and demand spend to provide meaningful, actionable insights and recommendations to ensure targets are achieved

Understanding of multiple business functions preferred