Senior Financial Analyst: Forecasting & Strategy

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

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.