Principal Finance Associate, Card External Planning & Analysis jobs in United States
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Capital One · 1 month ago

Principal Finance Associate, Card External Planning & Analysis

Capital One is a leading financial services company, and they are seeking a Principal Finance Associate to provide analytical insights within their Card External Planning & Analysis team. This role involves partnering with senior leaders to address high-visibility challenges and driving innovation through portfolio analytics and strategic recommendations.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Strategic leadership: Partner with senior leaders to address high-leverage, high-visibility challenges throughout our Card business. Develop insights that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands
Storytelling: Present to senior management on learnings, opportunities, and proposed solutions. Leverage analytical storytelling skills to influence at the highest levels
Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations
Partnership: Work closely with partners across Card to understand and address challenges across tech, credit, operations, and more
Teamwork: Invest in the development of peer analysts in your org, helping them to develop as storytellers, analysts, and business leaders

Qualification

Financial AnalysisSQLPythonFinancial ModelingMicrosoft ExcelPowerPointFP&A ExperienceStrategic ThinkingCommunication SkillsTeamworkLeadership

Required

Bachelor's Degree or military experience
At least 4 years of experience in Financial Analysis

Preferred

Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering)
Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics
Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license or CFM
5+ years of experience in financial analysis and financial modeling
Advanced Microsoft Excel and PowerPoint skills
3+ years of experience using SQL, Python, or a combination
3+ years of experience in financial services, banking or technology industries
3+ years of experience partnering with senior leaders and internal stakeholders
Prior card knowledge and experience is a plus

Benefits

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.

Company

Capital One

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Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.

Funding

Current Stage
Public Company
Total Funding
$5.45B
Key Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M

Leadership Team

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Lo Li
CTO, Managing Vice President Retail Bank
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Daniel Arellano
Senior Vice President, Business Cards and Payments
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Company data provided by crunchbase