Principal Associate, Financial Analysis jobs in United States
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Capital One · 10 hours ago

Principal Associate, Financial Analysis

Capital One is seeking a Principal Financial Analyst to join their Card Services Finance team, focusing on delivering transparency and insights into Card Tech and Product capacity. The role involves financial data analysis, strategic partnership with business and tech partners, and developing presentations to communicate insights to senior audiences.

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
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
Assist in development of business presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams
Independently manage and prioritize workload
Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment
Demonstrate a passion to learn and continuously develop FP&A and technical skills

Qualification

Financial analysisFinancial modelingStrategic analysisMicrosoft ExcelG SuiteCommunication skillsProblem solvingTeamwork skillsStrategic thinking

Required

Bachelor's Degree or military experience
At least 4 years of experience in financial analysis
At least 4 years of experience with financial modeling

Preferred

Master's Degree in Business Administration (MBA) Accounting, Finance, or Economics
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 5 years of experience in financial analysis
At least 5 years of experience with financial modeling
At least 4 years of experience in strategic analysis and planning
Experience in Microsoft Excel and G Suite
Demonstrated independent problem solving and strategic thinking abilities
Strong teamwork skills; ability to positively contribute to overall success of the team

Benefits

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