Strategy & BI Analyst

American Express; Ciudad de México; Híbrido; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A global financial services firm in Mexico City seeks a Data Analytics Professional to transform data into strategic insights that drive customer acquisition and lifecycle performance. The ideal candidate will have a Bachelor’s degree and 2–4 years of relevant experience, along with advanced skills in data analytics tools such as SQL and Tableau. This role offers competitive salaries, flexible working models, and comprehensive benefits.

Servicios

Competitive base salaries

Bonus incentives

Comprehensive medical benefits

Flexible working model

Formación

• 2–4 years of experience in Business Intelligence or Data Analytics.
• Preferably experience within financial services or large-scale customer acquisition.

Responsabilidades

• Manage end-to-end customer funnel and early lifecycle reporting.
• Develop campaign-level strategies through advanced analytics.
• Ensure data quality and accuracy in reporting.
• Apply AI/ML techniques to optimize funnel conversion.

Conocimientos

Advanced proficiency in Excel

Experience with BI and visualization tools

SQL skills for querying

Familiarity with cloud-based analytics platforms

Exposure to predictive modeling

Educación

Bachelor’s degree in Business Administration, Economics, Engineering, Finance, Data Analytics

Herramientas

Tableau

Power BI

Descripción del empleo

Overview

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of AmericanExpress.

How will you make an impact in this role?

In this role, you will make an impact by transforming data into strategic insights that drive acquisition and customer lifecycle performance. Leveraging state-of-the-art data science and machine learning, you will help anticipate customer behaviors, optimize performance across the funnel, and strengthen financial planning. Beyond delivering accurate and timely reporting, you will explore advanced techniques such as predictive modeling, clustering, and anomaly detection, and integrate them into scalable solutions powered by cloud technologies. Your work will not only enhance decision-making in acquisition and marketing but also foster a culture of innovation within Strategic Planning by introducing new analytical methodologies and continuously evolving how AMEX leverages data to solve complex business challenges.

Responsibilities

• Drive acquisition and post-acquisition performance by managing end-to-end customer funnel and early lifecycle reporting.
• Develop campaign-level strategies through advanced analytics, maximizing conversion, activation, retention, and long-term customer value.
• Translate customer behavior data into profitability insights, supporting ROI/NPV projections, CMV modeling (Y1–Y5), and financial planning.
• Ensure accuracy and consistency of reporting through data quality checks, automation, and alignment with global methodologies.
• Drive acquisition and post-acquisition performance by managing end-to-end funnel and early customer lifecycle reporting, ensuring alignment with strategic KPIs.
• Apply AI/ML techniques (predictive modeling, clustering, anomaly detection) to anticipate customer behaviors, optimize funnel conversion, and improve retention strategies.
• Continuously enhance reporting efficiency through automation and BI tools (Tableau, Power BI, and SQL).
• Provide consultative insights into leadership, transforming complex data into strategies that connect acquisition performance with sustainable business growth.

Minimum Qualifications

Education: Bachelor’s degree in Business Administration, Economics, Engineering, Finance, Data Analytics, or a related quantitative field.

Experience: 2–4 years of experience in Business Intelligence, Data Analytics, or Financial Planning & Analysis, preferably within financial services, banking, or large-scale customer acquisition environments.

Technical Skills

• Advanced proficiency in Excel (formulas, pivot tables, Power Query).
• Experience with BI and visualization tools (Tableau, Power BI).
• SQL skills for querying, validating, and integrating large datasets.
• Familiarity with cloud-based analytics platforms (e.g., BigQuery, AWS, Azure).
• Exposure to predictive modeling, machine learning, or advanced statistical methods is a strong plus.

Business Acumen

• Knowledge of acquisition funnel and customer lifecycle performance metrics.
• Understanding of profitability frameworks (ROI, NPV, CMV).
• Ability to connect operational reporting outputs with strategic business KPIs.

Competencies

• Strong analytical mindset with capacity to identify anomalies, trends, and root-cause drivers.
• Effective communicator with the ability to translate complex data into actionable insights for stakeholders.
• Proactive and curious, with a drive for continuous improvement and innovation in reporting and analytics.

Benefits

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones\' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

• Competitive base salaries
• Bonus incentives
• Support for financial-well-being and retirement
• Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
• Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
• Generous paid parental leave policies (depending on your location)
• 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

Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.