Strategic FP&A Lead: Data-Driven Financial Partner

Socket.dev; Plano (TX); On-site; USD 110,000 - 125,000; Full time

Job summary

Capital One in Plano, TX is seeking a Principal Associate in Financial Planning & Analysis within Financial Services. This role partners with business leaders to drive strategic direction and sustainable performance through advanced financial analysis and modeling.

You will translate complex data into executive-ready narratives, challenge existing processes, mentor junior analysts, and help elevate the team's analytical capabilities in a fast-paced, regulated environment.

Qualifications

• Bachelor’s Degree or Military experience.
• At least 3 years of experience in financial analysis, financial modeling or a combination.
• Preferred MBA or CFA/CPA credentials.

Responsibilities

• Design robust analytical frameworks and translate metrics into insights.
• Drive executive storytelling with camera-ready narratives for senior leadership.
• Act as a strategic partner to quantify financial implications of initiatives.
• Navigate ambiguity with structured methodologies and clear plans.
• Mentor junior analysts and raise the team's analytical bar.
• Model strategic sensitivities to inform senior leadership decisions.

Skills

Financial analysis

Financial modeling

Executive communication

Strategic partnering

Problem solving

Education

Bachelor’s Degree or Military experience

MBA preferred

CFA designation

CPA license

Tools

SQL

Python

Tableau

QuickSight

AI tooling

Job description

Capital One in Plano, TX is seeking a Principal Associate in Financial Planning & Analysis within Financial Services. This role partners with business leaders to drive strategic direction and sustainable performance through advanced financial analysis and modeling.

You will translate complex data into executive-ready narratives, challenge existing processes, mentor junior analysts, and help elevate the team's analytical capabilities in a fast-paced, regulated environment.