Manager, Financial Planning & Analysis jobs in United States
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Capital One · 11 hours ago

Manager, Financial Planning & Analysis

Capital One is seeking a strategically minded leader for their PULSE Network organization. The role involves providing financial leadership, managing projects, and fostering collaboration while driving strategic growth and performance analysis.

BankingCredit CardsFinanceFinancial Services
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Comp. & Benefits
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Responsibilities

Executive communication: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
Learning Agility: Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment
Clear results orientation: Display an intense focus on achieving both short and long term goals. Be able to drive and execute an agenda in an uncertain and fluid environment
Inventive and thorough problem solving: Ability to provide structure to an ambiguous problem, thoughtfully and thoroughly research, and draw insightful conclusions
Foster a collaborative culture: Champion our culture to enable all associates to deliver career-defining successes and exceed our goals in an open and welcoming environment. Lean in as appropriate to support partners and peers in driving the highest business priorities
Evaluate PULSE’s customer portfolio and broader economic trends in order to recommend opportunities for strategic growth
Produce executive-level reporting of PULSE financial performance and projections, including deeper analysis of segment performance, especially for Capital One’s debit card volume
Determine how to effectively leverage Capital One’s data and technology infrastructure to differentiate ourselves in particular markets or business segments
Develop and deploy financial frameworks that support destination technology decision making
Diagnose the performance and strategy of our competitors to enhance our strategic positioning
Communicate strategic vision and outcomes to members of PULSE’s executive leadership team

Qualification

Financial analysisFinancial modelingExecutive communicationMicrosoft ExcelMicrosoft PowerPointMBAFinance degreeChartered Financial Analyst (CFA)Certified Public Accountant (CPA)TeamworkProblem solving

Required

Bachelor's Degree or military experience
At least 5 years' of experience in financial analysis
At least 5 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
6+ years' of experience in financial analysis
6+ years' of experience with financial modeling
2+ years' experience managing a Financial Planning & Analysis (FP&A) function
Experience in Microsoft Excel and Microsoft PowerPoint or Google Suite

Benefits

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

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