Portfolio Manager

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How will you make an impact in this role?

The Portfolio Manager role presents a dynamic opportunity for a motivated and accomplished financial professional to manage all aspects of Technology investment portfolio for the Global Merchant and Network Services (GMNS) organization with strategic focus on investment optimization. As a Portfolio Manager, you will establish strong partnerships with the GMNS, GMNST, Finance, and peers across Tech Strategy & Portfolio Management to ensure the financial success of GMNS tech investments, provide meaningful decision making support, deep understanding of portfolio performance results and correlation to operating expenses.

This is a highly visible role, where you will be influencing change across a global organization, standing up a best-in-class operating model, and working with partners across all levels of Technology and Product. Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.

Key Responsibilities:

• Manage monthly GMNS demand financial processes and reporting in full collaboration with GMNS and GMNST, with an emphasis on projection accuracy and proactive identification of risks and opportunities.
• Maintain accurate resource rosters inclusive of linkages to key initiative funding, investment cost model resource mapping components and forward-looking views incorporating strategic workforce plan elements used in BoY projections.
• Collaborate with platform leaders and Finance on the annual budget process and ensure alignment with delivery priorities.
• Ensure consistent financial management processes are supportive of the technology investment strategy as well as regulatory and accounting standards.
• Partner with the Portfolio Director to help define, plan, and build the technology investment portfolio for Enterprise Architecture.
• Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk identification.
• Take ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.
• Drive delivery by creating and maintaining a comprehensive view of the organization's tech investments.
• Build and enhance financial models and business cases that support the complex operating environment while taking into consideration the needs of a wide group of partners and stakeholders including GMNS, GMNST, Finance, Portfolio, Talent Strategy, and product and engineering teams.
• Adapt, Refine and Develop standards, processes and supporting tools for budgeting/monitoring portfolio performance to enable transparency of financial performance against established plans.
• Create and deliver insightful communication for leadership that highlights performance against targets, comprehensive forecasts, and recommendations for addressing risks and opportunities.
• Uncover and manage the financial impacts of platform capacity changes and coordinate with the platform and portfolio teams to align the financial impacts to delivery impacts.
• Build strong partnerships with technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps.
• Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.
• Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.
• Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.
• Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.
• Support development of change management initiatives, implementation strategy, and enabling tools/processes.

Minimum Qualifications:

• Bachelor's Degree in, Accounting, Business Administration, Finance, Computer Science, Information Systems or another related field
• 5+ years Portfolio or Program Management experience, including experience with the Enterprise Top Priorities process, BUR reporting and Investment Prioritization within in a large technology organization.
• Experience with Microsoft Excel, Oracle/Smart View, and Access skills and experience across other Microsoft Office applications.
• Experience with project management approaches, tools, and phases of the project lifecycle.
• Experience with JIRA, Rally, and Clarity knowledge.
• Experience in financial modeling/analysis; should be able to connect strategy to financial results.

Preferred Qualifications:

• MBA
• Deep experience and proven thought leadership in a financial role and a strong foundation of knowledge in Finance.
• Experience in Technology financial management
• Adept at driving outcomes with relentless attention to detail.
• Courage and conviction to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.
• Demonstrated ability to drive results and pursue efforts with a high level of energy.
• Lead and influence others without authority at multiple levels across technology, product, and business functions.
• Adept at building relationships with strong consultative and collaborative skills to partner with leaders across business and technology.
• Superb verbal and written communication skills, from preparation through execution, with the ability to understand your audience and build presentations to structure messages that effectively inform and persuade.
• Working knowledge of technology investment planning, resource management and investment cost modeling is highly desirable.
• Ability to execute and maintain high performance under tight timelines.
• Superb written and verbal communication; advanced or expert PowerPoint and visual presentation skills.
• Working knowledge of software development processes and Agile methodologies; experience with modern approaches.
• Excellent at building relationships and inspiring others.
• Ability to influence others and move toward a common vision or goal.

Qualifications

Salary Range: $110,000.00 to $190,000.00 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.

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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