Principal Associate, Financial Planning & Analysis

Overview

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, performing reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, building reports for higher level associates, and conducting scenario planning to strategically advise senior leadership.

Key Responsibilities

• Planning for PULSE Revenue and Volume
• Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help our partners deliver on their financial objectives
• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management
• Cooking and collecting input data from Business and Financial Analysts in different departments, checking data integrity, summarizing and converting data, running models, verifying, analyzing, and communicating output data
• Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
• Ad-hoc requests and special projects

Example Projects

• Collaborating with business partners in Sales and Product Management to develop monthly forecasts of PULSE volume and rates to support appropriate and timely decision making, and ensuring forecasts are appropriately loaded into planning systems for consolidation with Corporate Finance
• Analyzing and reporting on causes of variances between forecasts, and between actual results and forecast
• Evaluate PULSE’s customer portfolio and broader economic trends in order to recommend opportunities for strategic growth
• Producing executive-level reporting of PULSE financial performance and projections, including deeper analysis of segment performance, especially for Capital One’s debit card volume
• Supporting the CCAR process with stress-testing of forecasts and related reporting
• Collaborating with Operations on any changes to system-based volume or revenue reporting
• Communicate strategic vision and outcomes to members of PULSE’s executive leadership team

Qualifications

• Bachelor’s Degree or military experience
• At least 4 years of experience in financial analysis
• At least 4 years of experience with financial modeling

Preferred Qualifications

• Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
• 5+ years’ experience in financial analysis
• 5+ years’ experience with financial modeling
• Strong Microsoft Excel and PowerPoint skills
• Previous experience with Anaplan and OneStream

Pay

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

• Houston, TX: $109,900 - $125,400 for Principal Financial Analyst

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website.

Equal Opportunity Employer

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

Contact Information

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.