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American Express · 1 day 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 rich history of innovation and a commitment to its customers and employees. The Senior Associate, Portfolio Management role involves managing financial aspects of the Tech Portfolio Management organization, fostering partnerships across various teams, and driving improvements in portfolio processes through automation and effective communication.

Credit CardsFinanceFinancial ServicesPaymentsTravel

Comp. & Benefits

No H1B

Responsibilities

Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders

Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability

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-solvingSelf-motivated

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, VIVAR, Power BI, advanced Excel, General Ledger, and 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