Principal FP&A Lead: Strategic Finance & Insights

Capital One; Plano (TX); On-site; USD 110,000 - 125,000; Full time

Job summary

Capital One in Plano, TX is seeking a Principal Associate, Financial Planning & Analysis to lead financial analysis and modeling for the Financial Services division. The role partners with business customers to drive strategic direction, translate complex data into actionable insights, and influence senior leaders with clear, story-driven narratives.

Ideal candidates will blend strong quantitative skills with strategic thinking, collaborate across functions, and mentor junior analysts to elevate

Qualifications

• Bachelor’s Degree or Military experience.
• 3+ years of experience in financial analysis or financial modeling.
• MBA preferred; CFA/CPA desirable.
• 6+ years of experience in financial analysis or modeling.
• SQL and Python proficiency; knowledge of data visualization tools like Tableau/QuickSight and AI tooling.

Responsibilities

• Design robust analytical frameworks to derive actionable insights.
• Drive executive storytelling with data-driven narratives for senior audiences.
• Act as a strategic partner to quantify financial implications of initiatives.
• Navigate ambiguity and translate ad-hoc requests into structured plans.
• Elevate the team by mentoring junior analysts and raising analytical standards.

Skills

Financial analysis

Financial modeling

Strategic partnering

Executive storytelling

Education

Bachelor’s degree or Military experience

MBA

CFA designation

CPA license

Tools

SQL

Python

Tableau

QuickSight

AI tooling

Job description

Capital One in Plano, TX is seeking a Principal Associate, Financial Planning & Analysis to lead financial analysis and modeling for the Financial Services division. The role partners with business customers to drive strategic direction, translate complex data into actionable insights, and influence senior leaders with clear, story-driven narratives.

Ideal candidates will blend strong quantitative skills with strategic thinking, collaborate across functions, and mentor junior analysts to elevate