Manager - Capital Planning - Global Treasury

Description

You Lead the Way. We've Got Your Back.

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you'll be recognized for your contributions, leadership, and impact-every colleague has the opportunity to share in the company's success. Together, we'll win as a team, striving to uphold our company values and powerful backing promise to provide the world's best customer experience every day. And we'll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it's negotiating with some of our largest global partners or creating next year's financial plan, you can influence both our day-to-day P&L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.

How will you make an impact in this role?

The Capital Planning team is part of the Global Treasury organization and is responsible for capital management activities across the firm. The team administers the firm's internal capital adequacy assessment processes and capital policy ensuring adequate capital to meet solvency protection and franchise continuity objectives. Capital Planning is responsible for ensuring the right amount of capital is in the right place at the right time with the right controls to support Treasury's vision of a durable balance sheet that enables growth and withstands shocks. The team plays an integral role in analyzing and advising on capital distributions strategies including dividends and share repurchases, enterprise stress testing, capital adequacy monitoring and reporting, capital ratio analysis, regulatory capital, balance sheet forecasting, and the creation and execution of the firms' capital plan.

The Manager - Capital Planning will support the firm's core capital planning activities and support the firm's preparation to meet new Basel III Endgame capital rules. The Manager will work closely with the broader Capital Planning team members and business partners to develop strategies to integrate new capital requirements into enterprise business decisions and uplift existing processes to comply with the final rules. The role's remit will include internal capital adequacy and assessment processes, balance sheet forecasting, capital allocation decisioning, and updating the capital management framework, capital plan, and capital policy. Additionally, the manager will gain exposure to balance sheet management and capital distribution strategies, interact with senior leaders, and lead a high-performing team.

Key Responsibilities:

• Support the firm as it prepares to comply with Basel III Endgame capital rules and Bank Category Transition requirements.

• Assist in developing and implementing AXP's capital strategy, including the annual capital planning process, ongoing quarterly capital adequacy assessments and capital distribution recommendations.

• Evaluate and document the impacts of the new Basel III Endgame regulatory capital requirements on the firm's balance sheet, capital management, and business activities.

• Prepare communication material for senior leaders to clearly communicate rule interpretations, decision points, and potential impacts.

• Collaborate with cross-functional teams including Global Funding, Corporate Planning, Risk Finance, Controllership, Tax, Credit and Fraud Risk, to enhance forecasting capabilities and perform meaningful analysis.

• Lead a high-performing analyst to deliver on the promise.

Minimum Qualifications:

• Results oriented, with a track record of driving results.

• Highly proficient in Excel and PowerPoint.

• Strong problem-solving skills and a can-do attitude.

• Self-motivated, pro-active and excellent attention to detail.

• Ability to adjust quickly to shifting priorities, multiple demands, and ambiguity.

• Exceptional communication skills - verbal, written and presentations. Ability to break down complex topics into understandable and actionable messages.

Preferred Qualifications:

• Bachelor's or Master's degree in accounting or finance

• TM1 experience in planning and forecasting activities

• Knowledge of Treasury disciplines and AXP financials

Qualifications

Salary Range: $80,000.00 to $155,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

• 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

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

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

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

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Job: Finance

Primary Location: US-New York-New York

Schedule Full-time

Req ID: 24007901