Principal Financial Analyst, P&L & Strategic Forecasting

Capital One National Association; Richmond (VA); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services company is seeking a Principal Financial Analyst to develop annual budgets, perform extensive financial analysis, and support strategic business initiatives. The ideal candidate should have at least a bachelor's degree and 4 years of experience in financial analysis. Preferred qualifications include an MBA or CFA. Responsibilities include preparing financial forecasts, providing insights for decision-making, and mentoring junior associates. The position is based in Richmond, Virginia.

Qualifications

• Bachelor’s Degree or military experience.
• At least 4 years experience in financial analysis, financial modeling, or a combination.
• Master’s Degree or CFA/CPA preferred with additional experience.

Responsibilities

• Develop the Annual Budget, Monthly Financial Forecast, and Long-Term Financial Plan.
• Analyze key performance indicators including revenue, expenses, and capital expenditures.
• Monitor performance indicators and analyze causes of unexpected variance.
• Prepare monthly, quarterly, and annual Reporting and Analysis.

Skills

Financial analysis

Financial modeling

Data analysis

Strategic planning

Presentation skills

Education

Bachelor’s Degree

Master’s Degree in Business Administration (MBA)

Chartered Financial Analyst (CFA)

Certified Public Accountant (CPA)

Tools

Business Intelligence Tools

Job description

A financial services company is seeking a Principal Financial Analyst to develop annual budgets, perform extensive financial analysis, and support strategic business initiatives. The ideal candidate should have at least a bachelor's degree and 4 years of experience in financial analysis. Preferred qualifications include an MBA or CFA. Responsibilities include preparing financial forecasts, providing insights for decision-making, and mentoring junior associates. The position is based in Richmond, Virginia.