Senior Associate, Financial Analysis - Enterprise Product & Experience (EPX) jobs in United States
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Capital One · 17 hours ago

Senior Associate, Financial Analysis - Enterprise Product & Experience (EPX)

Capital One is seeking a strong communicator and problem solver to join the EPX Finance team as a Senior Associate. In this role, you will leverage financial insights to influence strategy and support leaders within the EPX organization, analyzing financial results and providing recommendations based on your findings.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Support the EPX finance team agenda and driving outcomes that have a big impact
Be a strategic advisor to the EPX organization and integrate into the leadership team for the specific areas you support
‘Tell the story’ of financial results and forecasts within the context of business priorities
Build relationships across the organization in order to deliver on EPX's agenda
Leverage financial insights to influence actions and results
Communicate analytic insights through clear, high impact, “executive-ready” presentations

Qualification

Financial analysisFinancial modelingMicrosoft ExcelMicrosoft PowerPointChartered Financial AnalystCertified Public AccountantExecutive communicationStrategic thinkingRelationship building

Required

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

Master's Degree in Business Administration (MBA) or Master's Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 3 years of experience in financial analysis
At least 3 years of experience with financial modeling
Experience in Microsoft Excel and Microsoft PowerPoint

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