Senior Associate, Financial Planning and Analysis jobs in United States
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Capital One · 19 hours ago

Senior Associate, Financial Planning and Analysis

Capital One is seeking a curiosity-driven, analytical problem solver to join their Partnership Finance Team as a Senior Associate in Financial Planning and Analysis. In this role, you will be responsible for the financial forecasting and reporting of the Kohl's partnership, managing financial performance, developing strategic models, and collaborating with business partners.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
Collaboration with analysts in different departments, collection and review of multiple data inputs, summarization of data, and communication of outputs and model runs
Deliver accurate and meaningful financial management analyses and clearly communicate emerging risks and opportunities
Actively participate in strategic decisions with business partners

Qualification

Financial analysisFinancial modelingChartered Financial Analyst (CFA)Certified Public Accountant (CPA)Microsoft ExcelMicrosoft PowerPointAnalytical skillsCommunication skillsProblem solving

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

Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
3+ years of experience in financial analysis
3+ years of experience with financial modeling
1+ years of 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