Principal Financial Analyst jobs in United States
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Capital One · 5 days ago

Principal Financial Analyst

Capital One is looking for a Financial Analyst to join the Capital One Software Finance team. This role involves analyzing financial results, guiding strategic direction, and leading the development of analytics to influence financial performance across the Software business.

Financial Services
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Comp. & Benefits
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Responsibilities

Prepare monthly, quarterly, and annual financial reporting and analysis
Lead development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and help manage the regular reporting process
Proactively identify and lead new analysis that drives additional insights into business performance and opportunities
Partner with finance leaders and their teams, as well as other internal stakeholders
Provide management and business clients with project statuses
Work closely with the finance team to help identify areas and processes for driving efficiencies
React to ad-hoc requests and special projects
Manage, prioritize, and delegate tasks independently

Qualification

Financial analysisFinancial modelingCommunication skillsChartered Financial Analyst (CFA)Certified Public Accountant (CPA)Quantitative degreeInfluencing skillsProblem solvingStrategic thinkingPresentation skills

Required

Bachelor's Degree or military experience
At least 3 years of experience in financial analysis, financial modeling, or a combination
Strong communication skills
Problem solving skills
Strategic thinking skills
Influencing skills
Ability to articulate outcomes of analysis and relevant insights
Ability to develop presentations to communicate business and analysis results to senior audiences
Ability to foster trusted business relationships
Ability to prepare monthly, quarterly, and annual financial reporting and analysis
Ability to lead development of presentations to communicate analysis results to senior audiences
Ability to accurately analyze & explain key cost drivers and monthly variances
Ability to suggest actions to the business and help manage the regular reporting process
Ability to proactively identify and lead new analysis that drives additional insights into business performance and opportunities
Ability to partner with finance leaders and their teams, as well as other internal stakeholders
Ability to provide management and business clients with project statuses
Ability to work closely with the finance team to help identify areas and processes for driving efficiencies
Ability to react to ad-hoc requests and special projects
Ability to manage, prioritize, and delegate tasks independently

Preferred

Bachelor's degree in a quantitative field (Finance, Accounting, Economics, Mathematics, Engineering) or military experience
Master's Degree in Business Administration (MBA) or Master's Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
5+ years of experience in financial analysis and financial modeling
Excellent verbal and written communication skills
3+ years experience in financial services, banking or technology industries
3+ years experience partnering with senior leaders and internal stakeholders

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