Job Abstract

Principal Financial Analyst

As a Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests.

Roles require strong communication, problem solving, strategic thinking, and influencing skills in order to effectively:

• Articulate outcomes of analysis and relevant insights

• Develop presentations to communicate business and analysis results to senior audiences

Principal Analyst
Responsibilities:

• Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan

• Develop financial models and analyses to support growth of the business and strategic initiatives

• Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures

• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance

• Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes

• Prepare monthly, quarterly and annual Reporting and Analysis

• Identify industry trends and insights pertaining to competitor’s strategies and/or relative financial performance (e.g. peer benchmarking) 

• Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations 

• Work closely with the business leads to help identify areas and processes for driving efficiencies

• Implement and work with Business Intelligence Tools and Dashboard reports

Basic Qualifications: 

• Bachelor’s Degree or military experience 

• At least 3 years experience in financial analysis and financial modeling

Preferred Qualifications: 

• Bachelor’s Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering) or military experience 

• Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics

• Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license or CFM 

• 4+ years of experience in financial analysis and financial modeling

• Advanced Microsoft Excel/Google Sheets and Google Slides skills.

• Strong SQL and Python skills

• Strong 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

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).