Principal Financial Analyst

Capital One; Richmond (VA); On-site; USD 109,900 - 125,400; Full time

Benefits offered by this job

Comprehensive health benefits

Performance-based incentives

Inclusive work environment

Job summary

A leading financial services company in Richmond, VA, is seeking a Principal Financial Analyst to join the EPX Finance team. In this role, you will drive financial forecasting, budgeting, and strategic analysis to influence business outcomes. The ideal candidate will have a bachelor's degree and at least 4 years of financial analysis experience. This position offers a salary range of $109,900 - $125,400 and a comprehensive benefits package tailored to support employee well-being.

Qualifications

• Bachelor’s Degree or military experience required.
• At least 4 years experience in financial analysis or modeling.
• Experience in strategic analysis & planning is a plus.

Responsibilities

• Develop the Annual Budget and Monthly Financial Forecast.
• Analyze current and past trends in key performance indicators.
• Prepare monthly, quarterly, and annual Reporting and Analysis.
• Identify industry trends and insights for decision making.
• Develop financial models to support growth of the business.

Skills

Financial analysis

Financial modeling

Strategic analysis & planning

Relationship building

Excel

Education

Bachelor’s Degree or military experience

Master’s Degree in Business Administration (MBA)

Master’s Degree in Finance

Chartered Financial Analyst (CFA) license

Certified Public Accountant (CPA) license

Tools

Business Intelligence Tools

Dashboard reports

Job description

Overview

As a Principal Financial Analyst on the EPX ("Enterprise Product & Experience") Finance team you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving 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.

Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests. In this role, you will be responsible for financial forecasting, executive reporting and presentation, relationship building, and mentoring junior associates. You will manage P&L performance and provide Technology, Product, and Design Leadership with financial insights to influence strategy and drive to business outcomes. You will support teams that are responsible for some of the most impactful work at Capital One.

Responsibilities

• Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
• Develop financial models and analyses to support growth of the business and strategic initiatives
• Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes
• Prepare monthly, quarterly and annual Reporting and Analysis
• Identify industry trends and insights pertaining to competitor’s strategies and/or relative financial performance (e.g. peer benchmarking)
• Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations
• Work closely with the business leads to help identify areas and processes for driving efficiencies
• Implement and work with Business Intelligence Tools and Dashboard reports

Basic Qualifications

• Bachelor’s Degree or military experience
• At least 4 years experience in financial analysis, financial modeling, or a combination

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
• At least 5 years experience in financial analysis, financial modeling, or a combination
• At least 3 years of experience in strategic analysis & planning

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

Compensation and Benefits

The minimum and maximum full-time annual salaries for this role are listed below, by location. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Salaries include location-based ranges and may be reflected in the offer letter. This role is eligible to earn performance-based incentive compensation, which may include cash bonuses and/or long-term incentives (LTI). Incentives could be discretionary or non-discretionary depending on the plan.

• 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. This role is also eligible to earn performance-based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. 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.

If you require an accommodation during the application process, 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 email [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. Some positions posted in Canada, the United Kingdom, or the Philippines refer to Capital One Canada, Capital One Europe, and Capital One Philippines Service Corp. (COPSSC).