• Responsible for Business Intelligence – development, deployment and maintenance of various business reports using business intelligence tools OAS. • Capability to develop scripts for report validation and data verification. • Contributes to achieving company´s goals and objectives. • Works independently. • Develop, deploy, and maintain business intelligence reports using BI tools such as Oracle Analytics Server and Oracle BI Publisher. • Perform comprehensive testing and validation of custom BI reports to ensure data accuracy, system performance, and compliance with business and regulatory requirements. • Manage periodic and aggregate reporting activities, including oversight and/or execution of database reports and outputs. • Implement and maintain data quality management processes to ensure data integrity, consistency, and suitability for reliable reporting and analytics. • Provide support for database setup and configuration in collaboration with IT and safety systems teams. • Assist in the validation of computerized systems to ensure compliance with organizational and regulatory requirements. • Support data migration activities between databases while ensuring data integrity and accuracy. • Prepare and maintain controlled documentation related to data management and database processes. • Manage and maintain long-term client engagements, ensuring effective communication and delivery of reporting and data management services.

Amex GBT is a place where colleagues find inspiration in travel as a force for good and – through their work – can make an impact on our industry. We’re here to help our colleagues achieve success and offer an inclusive and collaborative culture where your voice is valued. Amex GBT Consulting focuses on business and operational strategy, strategic sourcing and program optimization to help our clients manage their travel spend. Working within Amex GBT Consulting's Program Optimization practice, you will support travel program optimization, data analytics, and strategic insights. You will begin with reporting and analytical responsibilities while developing the strategic consulting capabilities needed to advance your career. What You’ll Do · Analyze multi-source travel data (TMC, suppliers, corporate card, expense systems) to identify trends, opportunities, and risks · Create performance reports & dashboards using Tableau and Microsoft Office for data visualization · Monitor travel policy implementation and track program strategies with regular client and internal updates · Translate data into actionable insights for clear stakeholder communication across organizational levels · Collaborate with clients and teams to understand business needs and data requirements · Support project delivery through data gathering, validation, and organization from multiple sources · Develop analytical tools and frameworks while advising clients on travel data best practices and program optimization · Lead data utilization initiatives focused on continuous improvement in travel management strategies · Apply quantitative, data-driven problem-solving to manage multiple engagements and support larger consulting projects What We’re Looking For · Self-starter with initiative and curiosity about travel/T&E domain who is an excellent communicator who can translate data into compelling narratives · Analytically minded with comfort in data manipulation and insight generation · Collaborative team player with flexibility and can-do attitude that is growth-oriented with ambition to develop into a strategic consultant · Problem solver who thinks quantitatively and creatively while building deep expertise in travel program optimization and business intelligence · Develop consulting skills while maintaining a strong analytical foundation progressing from execution to strategy as your capabilities mature · Work with global clients on strategically important engagements while working virtually with flexibility and occasional client interaction Location Mexico Click here to learn more about the benefits we offer in Mexico. The #TeamGBT Experience Work and life: Find your happy medium at Amex GBT. - Flexible benefits are tailored to each country and start the day you do. These include health and welfare insurance plans, retirement programs, parental leave, adoption assistance, and wellbeing resources to support you and your immediate family. - Travel perks: get a choice of deals each week from major travel providers on everything from flights to hotels to cruises and car rentals. - Develop the skills you want when the time is right for you, with access to over 20,000 courses on our learning platform, leadership courses, and new job openings available to internal candidates first. - We strive to champion Inclusion in every aspect of our business at Amex GBT. You can connect with colleagues through our global INclusion Groups, centered around common identities or initiatives, to discuss challenges, obstacles, achievements, and drive company awareness and action. - And much more! All applicants will receive equal consideration for employment without regard to age, sex, gender (and characteristics related to sex and gender), pregnancy (and related medical conditions), race, color, citizenship, religion, disability, or any other class or characteristic protected by law. Click Here for Additional Disclosures in Accordance with the LA County Fair Chance Ordinance. Furthermore, we are committed to providing reasonable accommodation to qualified individuals with disabilities. Please let your recruiter know if you need an accommodation at any point during the hiring process. For details regarding how we protect your data, please consult the Amex GBT Recruitment Privacy Statement. What if I don’t meet every requirement? If you’re passionate about our mission and believe you’d be a phenomenal addition to our team, don’t worry about “checking every box;" please apply anyway. You may be exactly the person we’re looking for!

• Evaluate, write, and present utilization and cost containment reports • Determine or agree upon deliverables with customer • Liaison with IT/vendor and customer • Perform analysis on data: forecasting, modeling, regression • Mine data from appropriate system • Present data and provide feedback to client and customer • Develop relationships with subject matter experts (SME) • Seek and adopt best practices in data reporting • Perform other relevant tasks as assigned by Management

Overview The Principal, Investor Reporting & Remittance is a senior individual contributor role embedded within the product organization. This is not a line operations or people management role. Instead, this position is designed for a deeply experienced servicing subject matter expert who understands, in detail, how investor reporting and remittance functions operate, with alignment to servicing accounting requirements, and can translate that expertise into scalable product capabilities. This role is responsible for supporting the end-to-end definition, product translation, and operational readiness of investor reporting and remittance workflows across the servicing lifecycle. The Principal ensures that all loan- and pool-level reporting and remittance submissions are accurate, timely, and aligned with investor requirements, with strong controls and reconciliation integrity. *]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto" data-turn-id="request-WEB:6868e1df-40f4-4add-b5cf-e1de8caaa918-0" data-testid="conversation-turn-2" data-scroll-anchor="false" data-turn="assistant">Reporting to the Director of Servicing Product, this role partners closely with Product and Engineering to ensure that platform functionality accurately reflects real-world investor reporting operations, regulatory expectations, and investor guidelines. Within the broader Servicing Product organization, this role serves as the primary domain subject matter expert and is responsible for translating investor reporting and remittance expertise into clear requirements, workflows, controls, and testing input for Product and Engineering. The Principal plays a critical role in validating that business rules, functional requirements, workflows, and edge cases are intentionally designed and not implicitly assumed. Responsibilities Product and Operational Alignment - Ensure product design reflects real investor reporting and remittance operations, included GSE and non-agency investor requirements. - Translate investor guidelines and operational processes into clear product requirements, business rules, controls, and system logic. - Ensure investor reporting and remittance workflows operate with appropriate controls, traceability, and auditability. End-to-End Workflow Definition and Validation - Define and validate end-to-end (E2E) workflows across investor reporting, remittance, and reconciliation domains. - Document workflows across happy paths and edge cases, ensuring intentional handling of exceptions and resubmissions. - Validate completeness and consistency of rules, logic, and dependencies across upstream and downstream systems. Product Translation & Requirements Definition - Translate domain expertise into product requirements, business rules, and system logic, and advise Product and Engineering on the operational implications of design and prioritization decisions. - Ensure requirements are sufficiently detailed and unambiguous to support scalable, repeatable, system behavior. - Evaluate trade-offs across compliance, scalability, operational complexity, and speed to market. - Surface risks early, particularly related to data integrity, transfer accuracy, and operational readiness. Engineering Partnership and Delivery Support - Partner closely with engineering teams to refine requirements, clarify logic, and support implementation. - Partner with Product and Engineering during backlog refinement and implementation planning to clarify requirements, validate business rules, and support functional decision-making. Testing, Validation, & Automation Contribution - Contribute to the development of known-answer and scenario-based test cases for investor reporting and remittance workflows. - Validate system behavior and outputs against expected operational, data, and reconciliation outcomes. - Support UAT execution, defect triage, regression testing, and release readiness validation. - Partner with QA and engineering to design and implement an automated test suite informed by investor reporting and remittance domain logic. Functional Ownership: Investor Reporting & Remittance - Establish control frameworks for investor reporting and remittance processes, including validation, reconciliation, approvals, and audit evidence standards. - Interpret investor guides, bulletins, and operational requirements and translate them into reporting specifications, remittance rules, data mappings, validations, and acceptance criteria. - Define end-to-end requirements for reporting and submission workflows, including exception handling, resubmissions, and change adoption across GSE and non-agency reporting packages. - Specify remittance rules, schedules, validations, and submission workflows across remittance types (e.g., Scheduled/Scheduled, Scheduled/Actual, Actual/Actual), including cutoff governance and funding readiness checks. - Define custodial accounting requirements related to investor reporting, including P&I vs. T&I segregation, posting standards, running balance integrity, and traceability from loan activity through custodial impact. - Specify servicing fee calculation and reporting treatment, including investor netting, deductions, and reconciliation support. - Define requirements for tracking, aging, recovery logic, and reporting for advances (P&I, T&I, and corporate advances as applicable), including investor-specific treatment. - Define loan-level and portfolio-level reporting requirements, including trial balances, pool/security reconciliation, and investor certification packages. - Specify requirements for summarized journal entries and accounting interfaces tied to remittances, fees, advances, and custodial activity, ensuring auditability and alignment with accounting partners. - Define monitoring, reporting, and escalation routines for variance detection, shortages, and reconciliation breaks to reduce investor reporting risk. - Own reporting and remittance calendars, including determination-date readiness and governance routines to consistently meet investor deadlines. Flexible Domain Contribution - Support adjacent servicing domains as needed based on program priorities and evolving platform needs. - Partner across domains to ensure alignment of workflows, data, and operational dependencies throughout the servicing lifecycle. - Contribute to resolution of cross-domain issues, gaps, and edge cases to ensure cohesive end-to-end platform behavior. - Partner closely with Accounting, Finance, and Treasury counterparts to ensure alignment between investor reporting outputs and corporate financial processes. - Apply servicing expertise to broader platform design decisions beyond primary area of ownership. Qualifications - 8+ years in investor reporting, servicing accounting, or related finance functions. (AVP preferred; VP considered). - Deep familiarity with GSE and investor reporting and remittance requirements, including exception handling and reconciliation practices. - Strong understanding of custodial accounting controls, trial balance discipline, and servicing accounting best practices. - Demonstrated ability to translate investor guidelines and operational processes into clear business requirements, controls, workflows, and test scenarios for Product, Engineering and QA teams. - Proven functional leadership across cross-functional teams, including Technology, Operations, Product, and external partners. MSR Portfolio Services is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law. #LI-Remote