Sr. Associate, Financial Analysis

Overview

The role of Senior Associate, Financial Planning & Analysis at Capital One involves performing core Financial Planning & Analysis (FP&A) duties for the organization. This includes managing monthly processes and forecasts, performing reporting and analysis to support presentations and ad hoc requests, preparing profit and loss or other statements, building reports for higher-level associates, and conducting scenario planning to strategically advise senior leaders.

Key Responsibilities

• Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help partners deliver on their financial objectives.
• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management.
• Coincide with and collect input data from Business and Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data.
• Business presentations: Assist in developing presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams.
• Ad-hoc requests and special projects.

Qualifications

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

Preferred Qualifications

• Bachelor’s Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering, or a combination).
• Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance.
• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license.
• 3+ years’ experience in financial analysis.
• 3+ years’ experience with financial modeling.
• Previous experience with Microsoft Excel or Google Sheets.