Principal Associate, Financial Analyst - Card Partnerships

Capital One; New York (NY); On-site; USD 128,000 - 147,000; Full time

Job summary

A leading financial services company seeks a Principal Associate, Financial Analyst to drive strategic business direction in Card Partnerships. The role involves financial reporting, analysis, and strong collaboration with senior management to support decision-making and improve processes. Ideal candidates have a strong analytical skill set and the ability to influence stakeholders.

Benefits

Comprehensive health benefits

Performance-based incentive compensation

Qualifications

• At least 3 years’ experience in financial analysis.
• At least 3 years’ experience with financial modeling.
• At least 1 year experience in Microsoft Excel and PowerPoint.

Responsibilities

• Conduct financial reporting and analysis including budgeting, forecasting, and variance analysis.
• Coordinate input data from various Financial Analysts and validate data integrity.
• Develop presentations to communicate results to senior audiences.

Skills

Financial analysis

Problem solving

Critical thinking

Communication

Influencing

Teamwork

Education

Bachelor’s Degree or military experience

Master’s Degree in Business Administration (MBA)

Chartered Financial Analyst (CFA) license

Certified Public Accountant (CPA) license

Job description

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Join to apply for the Principal Associate, Financial Analyst - Card Partnerships role at Capital One

At Capital One, we’re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Together, we are on a quest to change banking for good.

As a Principal Financial Analyst in the Card Partnerships organization, you will have an opportunity to create and tell stories, analyze trends, and support accurate and timely recommendations to management for decision making purposes. You will partner with business customers to drive strategic business direction that leads to sustainable performance, and you will be asked to challenge our current well-managed processes to be more proactive, effective, and efficient. Principal Financial Analysts utilize a wide array of tools and data to perform analysis to identify drivers and trends that impact the near and long term trajectory of the organization. You will have the resources and space to drive significant change across the team.

The role requires strong communication, problem solving, critical thinking, and influencing skills in order to effectively:

• Deliver outcomes of analysis and relevant insights
• Develop presentations to communicate results to senior audiences
• Foster trusted business partnerships
  
  

General Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and support of the Profit & Loss (P&L)
• Coordinate and collect input data from Financial Analysts in different departments, validate data integrity, analyze and summarize data, and communicate output
• Business presentations: assist in development of presentations to communicate analysis results to senior audiences, and clearly articulate outcomes of analysis to leadership teams
• Ad-hoc requests and special projects
• Independently manage and prioritize workload
• Demonstrate a passion to learn and continuously develop traditional FP&A technical skills
  
  

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 1 year 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 with the 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: $117,300 - $133,900 for Principal Financial Analyst

New York, NY: $128,000 - $146,100 for Principal Financial Analyst

Richmond, VA: $106,700 - $121,700 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 [e-mail]. 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 [e-mail]

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

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).

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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