Principal Associate, Financial Analysis - Card Partnerships jobs in United States
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Capital One · 5 hours ago

Principal Associate, Financial Analysis - Card Partnerships

Capital One is seeking a motivated professional for a Principal Associate position in Card Partnerships Finance. The ideal candidate will provide strong financial leadership across the entire P&L, influencing growth and efficiency efforts within the credit card segment.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Partner with leadership and business teams to assess the financial implications of ongoing efforts to grow the credit card program
Articulate outcomes of analysis and relevant insights
Develop presentations to communicate business and analysis results to senior leadership audiences
Effectively manage deliverables under both open-ended and tight timelines
Challenge current processes in order to be more proactive, effective and efficient
Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
Strategic partnership to provide business partners with financial impacts of different acquisition and portfolio strategies
Assist in development of presentations to communicate analysis results to senior audiences and clearly articulate outcomes of analysis to leadership teams
Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment
Independently manage and prioritize workload
Demonstrate a passion to learn and continuously develop traditional FP&A and technical skills

Qualification

Financial analysisFinancial modelingP&L managementMicrosoft ExcelMicrosoft PowerPointSQLPythonChartered Financial Analyst (CFA)Certified Public Accountant (CPA)Relationship buildingProblem-solving

Required

Bachelor's Degree or military experience
At least 3 years' experience in financial analysis
At least 3 years' experience with financial modeling

Preferred

Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering)
Master's Degree in Business Administration (MBA) Accounting, Finance, or Economics
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
4+ years' experience in financial analysis
4+ years' experience with financial modeling
3+ years' experience in technology or financial services
3+ years' experience partnering with internal stakeholders
Advanced Microsoft Excel and PowerPoint skills
SQL and Python skills

Benefits

Performance based incentive compensation
Cash bonus(es)
Long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits

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