Director – Business Planning, Financial Analysis

American Express

. Lead the transformation to further enable US SME on its path to become an insight-driven business .

Posted 10/27/2026full-timeNew York City • New York • United StatesLead💰 $123,000 - $215,250 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong commercial and analytical acumen with the ability to translate complex data into actionable insights. Proven experience in leading strategic initiatives, developing high-performing teams, and driving sales performance in a fast-paced environment.

Highest-signal resume keywords

Data AnalysisSales Performance StrategyExecutive CommunicationPeople LeadershipSales Force Effectiveness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Performance ManagementReportingScorecardsTarget SettingSales EffectivenessAdvanced AnalyticsAutomationAI

Soft Skills

Strategic ThinkingInfluencingCollaborationDecision-MakingCuriosity

Industry Keywords

B2BCommercial PaymentsSMEAccount ManagementCross-Functional Transformation

About the role

Key responsibilities & impact

Lead the transformation to further enable US SME on its path to become an insight-driven business
Define and execute a roadmap of in-depth data analysis to drive decision-making within the US SME organization, leveraging automation tools and AI
Provide metrics and insights to the US SME GM to understand business health
Partner with Sales and Account Development leadership to design a strategy for SME teams
Partner closely with Sales Enablement VPs
Lead the annual process to design territories and portfolios, Sales Incentive Plans, targets, and scorecards for Customer and Acquisition teams
Provide oversight and guidance for Customer and Acquisition performance reporting
Consult and collaborate with senior leaders, internal business partners, and subject matter experts on strategic business initiatives
Design and deliver deep-dive analyses to measure performance and inform decision-making at all levels
Provide strategic thought leadership on portfolios, resourcing, field structures, targeting methodologies, and sales force effectiveness
Grow and develop a team of strong performers

Requirements

What you’ll need

Strong commercial, strategic, and analytical acumen with experience translating complex data into actionable business insights
Proven ability to develop and execute strategies that drive sales performance, customer growth, and profitable business outcomes
Experience with performance management, reporting, scorecards, target setting, and sales effectiveness
Demonstrated ability to influence and partner with senior leaders and cross-functional teams in a matrixed organization
Strong executive communication and presentation skills, with the ability to simplify complex issues and recommendations
Proven ability to lead strategic initiatives, manage competing priorities, and make sound decisions in ambiguous, fast-paced environments
Demonstrated people leadership experience, including developing and motivating high-performing teams
Demonstrated curiosity, passion for data, and an analytical mindset, with the ability to translate insights into informed business decisions
Employment eligibility to work with American Express in the United States is required; the company will not pursue visa sponsorship
Preferred: Experience in B2B, commercial payments, SME, or complex sales and account management
Preferred: Expertise in sales force effectiveness, including territory/portfolio design, targeting, resource allocation, and incentive planning
Preferred: Experience partnering with GMs and senior executives as a strategic and analytical thought partner
Preferred: Experience leveraging advanced analytics, automation, and AI
Preferred: Demonstrated success leading cross-functional transformation and P&L, customer engagement, or growth initiatives
Preferred: Experience building an insight-driven culture and developing analytical and strategic talent

Benefits

Comp & perks

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
Equity (if applicable)