Principal Associate, Financial Analysis

Overview

Principal Associate, Financial Analysis

As a Principal Associate on the Bank Tech Finance Team , you will be a strategic advisor for Tech as we build the long term strategic vision and investment needs for the Retail Bank organization.

You will identify and utilize financial insights to help influence strategy, prioritization, and outcomes. This role requires strategic thinking and executive level communication as you directly support members of the Retail Bank Leadership Team . You will have the opportunity to build relationships across EFA, Retail Finance, Bank Tech, and the Retail Business, and work collaboratively to deliver on strategic agendas.

Strong problem solving, judgment, and communication skills is needed to effectively:

• Develop repeatable processes, frameworks, and templates that help the team operate more efficiently as we integrate Finance systems and processes with Discover

• Stand up reporting cadences with Tech and Finance partners and communicate key variances and drivers to help our leaders stay fiscally well managed

• Work in unstructured environments to outline the financial impacts of platform convergence

• Deliver compelling insights to senior leaders, even when the information is evolving or imperfect

General Responsibilities:

• Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process

• Budgeting, forecasting, and Profit & Loss (P&L) management

• 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

• Independently manage and prioritize workload

Basic Qualifications

• Bachelor’s Degree or military experience

• At least 3 years’ experience in financial analysis

• At least 3 years’ experience with financial modeling

• At least 3 years’ experience in Microsoft Excel and Microsoft PowerPoint

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

• 4+ years’ experience in financial analysis

• 4+ years’ experience with financial modeling

• 3+ years’ experience in strategic analysis & planning

• Proven business relationship, communication, interpersonal, and influencing skills

• Demonstrated independent problem solving and strategic thinking abilities

• Strong teamwork skills; ability to positively contribute to overall success of the team

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

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.

McLean, VA: $120,800 - $137,900 for Principal Financial Analyst

Richmond, VA: $109,900 - $125,400 for Principal Financial Analyst

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

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 . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

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.

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 [email protected] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to [email protected]

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).