Senior Financial Analyst

Capital One; New York (NY); On-site; USD 105,000 - 120,000; Full time

Job summary

Capital One is seeking a Financial Analyst to analyze and forecast financial performance, develop models, and deliver management reports. You will research trends, provide technical solutions for business analysis, and support P&L management and budgeting.

The role emphasizes automation, clear communication with senior leaders, and handling ad-hoc projects across multiple stakeholders. A strong background in financial analysis and modeling is required.

Qualifications

• Bachelor's Degree or military experience.
• At least 2 years of experience in financial analysis.
• At least 2 years of experience with financial modeling.
• MBA or CFA/CPA license preferred.
• 3+ years' experience in financial analysis.
• 3+ years' experience with financial modeling.
• 2+ years' experience in strategic analysis & planning.

Responsibilities

• Analyze and forecast financial performance and develop management reports.
• Build forecasting models and research trends for specific projects.
• Provide presentations to senior leadership on results and insights.
• Assist budgeting, forecasting, and P&L management activities.
• Improve BAU processes with automation and efficiency focus.
• Handle ad-hoc requests and collaborate with multiple stakeholders.

Skills

Financial analysis

Financial modeling

Strategic analysis

Presentation skills

Education

Bachelor's Degree or military experience

MBA

CFA license

CPA license

Job description

Analyze and forecast financial performance, management reports, products and processes as well as apply advanced forecasting techniques to key value driver forecasts. Develop and build forecasting models, research financial and economic trends for specific projects, and provide technical solutions for business analysis. Develop cost models to be used in individual area analysis. Forecast important business variables, generate monthly/quarterly business reviews, analyze both historical and forecasting results, and make business recommendations. Develop methodologies and processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities. Provide management and business clients with project statuses. Perform reporting and analysis to support presentation and ad-hoc requests.

• Articulate outcomes of analysis and relevant insights
• Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
• Develop presentations to communicate business and analysis results to senior leadership audiences

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
• Process Excellence: maintain and develop well-managed BAU processes, with a focus on automation and process efficiency
• 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 personal workload, and orchestrate work across multiple stakeholders

Basic Qualifications

• Bachelor's Degree or military experience
• At least 2 years of experience in financial analysis
• At least 2 years of experience with financial modeling

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
• 3+ years' experience in financial analysis
• 3+ years' experience with financial modeling
• 2+ years' experience in strategic analysis & planning

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: $96,500 - $110,100 for Sr. Financial Analyst
• New York, NY: $105,300 - $120,100 for Sr. Financial Analyst
• Richmond, VA: $87,700 - $100,100 for Sr. 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.