Senior Associate, Financial Planning & Analysis

About the role

The role of Senior Associate, Financial Planning & Analysis at Capital One involves serving as a dedicated finance business partner to the eData team. You will advise leaders on strategic decisions, challenge the status quo, and improve current processes to make them more proactive, effective, and efficient.

Responsibilities

• Strategic OpEx Management: Manage core monthly financial processes for your aligned business partners, including budgeting, forecasting, variance analysis, and management reporting.
• Executive Advising & Storytelling: Analyze financial results and key business drivers to surface actionable insights, translate complex data into clear narratives within the context of business priorities, and advise senior leadership.
• Financial Modeling & Business Cases: Build robust models, coordinate data collection across departments, and ensure data accuracy to help partners meet their financial objectives.
• Cross-Functional Partnership: Build strong relationships across the organization to support Product, Technology, and Design on strategic projects. Leverage financial insights to influence decision-making, present analytical outcomes to senior audiences, and seamlessly manage ad-hoc requests.
• Process Excellence & Improvement: Develop new methodologies, build streamlined reports, and provide better transparency into financial results.

Requirements

• Intellectually Curious & Transparent: High personal and professional integrity, coupled with a willingness to dig into anything and everything to find the truth through data, objectively evaluate outcomes, and continuously develop technical skills (e.g., SQL, Tableau, Python).
• Strategic-Minded & Proactive: A strong business sense with an intrinsic drive to anticipate business needs, independently manage priorities, and see the bigger picture beyond the numbers to maintain a high bar for excellence.
• Structured Thinker & Strong Communicator: A low-ego team player who can distill complex financial problems into digestible insights, influence cross-functionally, and collaborate seamlessly.

Qualifications

• Bachelor’s Degree or military experience
• At least 2 years of experience in financial analysis
• At least 1 years of experience with financial modeling
• At least 1 year of experience in a Financial Planning function

Preferred Qualifications

• Quantitative Bachelor’s Degree (Finance, Accounting, Economics, Math, or Engineering)
• Master’s Degree in Business Administration (MBA), Finance, Economics, or Accounting
• Chartered Financial Analyst (CFA) designation or Certified Public Accountant (CPA) license
• 3+ years of financial analysis and modeling experience
• 2+ years in a Financial Planning function
• 2+ years of experience in management or business consulting

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.

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.

Schedule

This role is expected to accept applications for a minimum of 5 business days. No agencies please. 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

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com