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Financial Analyst

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American Express

7d ago

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • Toronto

AI generated summary

  • You should have a CPA or equivalent, 2+ years in financial services reporting, knowledge of US GAAP/IFRS, MS-Office proficiency, and strong communication and analytical skills.
  • You will prepare regulatory filings, support climate risk disclosures, analyze reporting requirements, ensure accuracy, audit compliance, and identify process improvements for efficiency.

Requirements

  • Qualified Accountant (CPA or equivalent is a plus).
  • At least 2 years financial and statutory reporting experience in financial services industry.
  • Experience in accounting and reporting, including regulatory reporting is a plus.
  • Basic understanding of US GAAP and IFRS accounting standards.
  • Proficiency in MS-Office applications including Power BI, and use of Essbase/data analytical tool.
  • Knowledge of ESG and Climate Risk disclosure requirements would be beneficial.
  • Solid communication skills (verbal and written).
  • Adherence to all statutory reporting timelines and requirements.
  • Ability to respond to changes in reporting requirements as required.
  • Ability to communicate with business partners and customers on statutory reporting requirements.
  • Ability to collaborate across geographies in a matrix structure and deliver on customer expectations.
  • Understanding of financial systems and processes as well as control environment.
  • Able to perform multiple tasks, work to strict deadlines and prioritize tasks.
  • Analytical and problem-solving skills to identify and resolve queries and track issues to conclusion.
  • Proactive approach in identifying, raising, reporting issues.
  • Ability to articulate statutory reporting requirements.
  • Personal accountability in ensuring all tasks and activities is carried out in accordance with policy and on timely basis.

Responsibilities

  • Prepare external filings and reports in accordance with Canadian regulatory reporting requirements and submit returns to the Regulators after internal reviews and approvals.
  • Assist in establishing a process to comply with the capital and liquidity return assurance requirements and providing support for the management attestation, as well as the Internal/External audits of the capital and liquidity returns.
  • Support in assessing IFRS S1 and S2 Climate Risk Disclosures and assist in implementing climate risk related disclosures required under IFRS.
  • Partner with relevant teams in preparation of climate risk disclosures for the Bank as required under the Regulator’s guideline; and support in assessing and incorporating climate risk related disclosures into the Bank’s Pillar 3 public disclosures.
  • Participate in ESG and Climate Risk working group and partner with other teams in preparation of regulatory prescribed Standardized Climate Scenarios.
  • Partner with subject matter experts to obtain the data and prepare Climate Risk Regulatory Returns.
  • Analyze and document the assessment of impact from housekeeping changes and emerging financial reporting requirements published by Regulators as well as changes driven by business initiatives, new product launches and system changes.
  • Partner with vendor/technology to update reporting system for ongoing updates and maintenance to regulatory returns being issued.
  • Perform peer review of regulatory returns and other documents as required. Provide support during external and internal audit reviews.
  • Provide support on projects as required.
  • Ensure all regulatory filings are completed accurately and on timely basis.
  • Ensure reporting issues are identified, escalated and tracked to conclusion.
  • Ensure adequate controls, documentation and audit trails are in place to comply with reporting and audit requirements.
  • Maintain and control accuracy of financial reports.
  • Proactively seek opportunities for process improvements through ongoing review of processes / methods of data collection and report preparation to create efficiencies and eliminate non-value add work.
  • Create and maintain Standard Operating Procedure documents for respective filings.

FAQs

What qualifications are required for the Financial Analyst position?

A qualified accountant (CPA or equivalent is a plus) with at least 2 years of financial and statutory reporting experience in the financial services industry is required.

Is there an emphasis on ESG and Climate Risk in this role?

Yes, knowledge of ESG and Climate Risk disclosure requirements is beneficial and the role involves participating in ESG and Climate Risk working groups.

What software skills are necessary for this position?

Proficiency in MS-Office applications, including Power BI, and the use of Essbase/data analytical tools are necessary for this position.

Are there opportunities for career development and training?

Yes, American Express offers career development and training opportunities to help employees grow in their roles.

What benefits are provided to employees at American Express?

Benefits include competitive base salaries, bonus incentives, medical, dental, vision, and life insurance, retirement support, flexible working models, and paid parental leave.

How does American Express ensure a supportive workplace environment?

American Express is committed to providing an inclusive and accessible work environment, ensuring all employees are treated with dignity and respect, regardless of various personal factors.

What is the importance of communication in this role?

Solid communication skills, both verbal and written, are critical to ensure adherence to statutory reporting requirements and effective collaboration with business partners across geographies.

What are the key responsibilities of a Financial Analyst at American Express?

Key responsibilities include preparing external filings, complying with capital and liquidity return assurance requirements, supporting climate risk disclosures, and analyzing changes in financial reporting requirements.

What kind of work environment can I expect at American Express?

You can expect a collaborative and inclusive work environment where colleagues are backed personally and professionally, and where everyone is recognized for their contributions and leadership.

Is experience with regulatory reporting necessary for this role?

While not strictly required, experience in accounting and reporting, including regulatory reporting, is a plus for this position.

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American Express

Finance
Industry
10,001+
Employees
1850
Founded Year

Mission & Purpose

At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly striving to uphold our powerful backing promise to our customers and each other every day. These beliefs have been our North Star for 170 years as our business transformed – from helping evacuate travelers during World Wars, to ensuring the safety of our customers’ funds during the Great Depression in the U.S., to creating the Shop Small® movement to help small businesses recover from the Financial Crisis, to providing aid to communities impacted by many natural disasters and so much more. For generations, the key to our success has been the determination and resilience of our American Express colleagues. Now, as a globally integrated payments company, we work together to provide customers with access to products, insights and world-class experiences that enrich lives and build business success. Join us and let’s lead the way together.

Culture & Values

  • We Back Our Customers

    Relationships are at the heart of our business. We strive to be essential to our customers by delivering exceptional products, services and experiences every day – and promise to have their backs in everything we do.

  • We Make It Great

    We deliver an unparalleled standard of excellence in everything we do, staying focused on the biggest opportunities to be meaningful to our customers. From our innovative products to our world-class customer service, our customers expect the best—and our teams are proud to deliver it.

  • We Do What’s Right

    Customers choose us because they trust our brand and people. We earn that trust by ensuring everything we do is reliable, consistent, and with the highest level of integrity.

  • We Respect People

    We trust and respect one another for who we are and what we contribute. We are accountable to one another and empower every voice through open, courageous dialogue so others feel heard.

  • We Embrace Diversity

    We see diversity of people and experiences as fuel for the creativity and innovation we need to be and deliver our best.

  • We Stand for Inclusion

    We all have biases. However, we do not tolerate bias that excludes or minimizes anyone – all people belong. We’re committed to ensuring that we have a welcoming and inclusive culture where everyone’s voice matters and where people of all races, ethnicities, genders, gender identities, sexual orientations, ages, religions, disabilities and viewpoints can thrive.

  • We Win As a Team

    We view each other as colleagues—part of the same team, striving to deliver the brand promise to our customers and each other every day. Individual performance is essential and valued, but never at the expense of the team.

  • We Support Our Communities

    We respect our communities and are committed to working together so they can thrive and make a meaningful difference in the world.