Senior Associate, Financial Planning & Analysis - Strategic Tech Finance jobs in United States
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Capital One · 12 hours ago

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Capital One is a financial services company, and they are seeking a Senior Associate for their Financial Planning & Analysis - Strategic Tech Finance team. The role involves providing financial support, analyzing financial results, and collaborating with business leadership to assess financial implications of various initiatives.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Financial analysis & reporting: Accurately analyze & explain key drivers and manage the regular reporting process
Budgeting, forecasting, and Profit & Loss (P&L) management
Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams
Ad-hoc requests on acquisition related topics
Independently manage, prioritize, and delegate tasks
Act as project lead for certain responsibilities on the team

Qualification

Financial analysisFinancial modelingFinancial Planning & AnalysisBudgetingProfit & Loss managementInfluencing skillsCommunication skillsProblem solvingCollaborationPresentation skills

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
At least 1 year of experience supporting a Financial Planning & Analysis (FP&A) function

Preferred

3+ years of experience in financial analysis
3+ years of experience with financial modeling
2+ years of experience supporting a Financial Planning & Analysis (FP&A) function
2+ years of “Big 4” consulting experience

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