Sr. Associate, Financial Analyst jobs in United States
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Capital One · 1 day ago

Sr. Associate, Financial Analyst

Capital One is a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. As a Senior Financial Analyst, you will partner with business customers to drive strategic business direction and perform financial data analysis to support management and business clients.

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
Collaborate with system analysts to maintain and develop system to house models
Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
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 and special projects
Independently manage and prioritize workload

Qualification

Financial analysisFinancial modelingMicrosoft ExcelMicrosoft PowerPointChartered Financial Analyst (CFA)Certified Public Accountant (CPA)Influencing skillsCommunication skillsProblem solvingCritical thinking

Required

Bachelor's Degree or military experience
At least 2 years' experience in financial analysis
At least 2 years' experience with financial modeling
Strong communication skills
Strong problem solving skills
Strong critical thinking skills
Strong influencing skills
Ability to articulate outcomes of analysis and relevant insights
Ability to develop presentations to communicate business and analysis results to senior audiences
Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
Collaboration with system analysts to maintain and develop system to house models
Coordination and collection of input data from Financial Analysts in different departments, checking data integrity, summarizing and converting data, running models, verifying, analyzing, and communicating output data
Assistance in development of presentations to communicate analysis results to senior audiences
Management and prioritization of workload

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
3+ years' experience in financial analysis
3+ years' 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