Capital One
Finance
PrincipalAssociate,FinancialPlanning&Analysis
“Principal Associate, Financial Planning & Analysis at Capital One. Skills: Financial Planning & Analysis, Financial modeling, Reporting, Analysis. Manage monthly processes & forecasts. Perform reporting and analysis”
What You'll Achieve.
Help our partners deliver on their financial objectives; Drive sustainable performance; Be more proactive, effective and efficient
Industry & Context.
Analytical curiosity and problem solving skills
What They're Looking For.
Must Have
Bachelor's Degree or military experience, 4 years of experience in financial analysis, 4 years of experience with financial modeling
Nice to Have
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’ experience in financial analysis, 5+ years’ experience with financial modeling, Microsoft Excel and PowerPoint skills, Anaplan, OneStream
What You'll Do.
Manage monthly processes & forecasts
Perform reporting and analysis
Prepare profit & loss statements
Build reports for higher level associates
Conduct scenario planning
Advise senior leadership
Partner with Finance leads
Drive strategic business direction
Challenge current processes
Plan for PULSE Revenue and Volume
Deliver financial forecasts
Provide management reporting
Coordinate and collect input data
Summarize and convert data
and communicate output
Assist in development of presentations
Communicate analysis results
Articulate outcomes of analysis
Develop monthly forecasts
Load forecasts into planning systems
Analyze and report on variances
Evaluate customer portfolio
Recommend opportunities for growth
Produce executive-level reporting
Collaborate with Operations
Communicate strategic vision
How You'll Work.
Team & Collaboration
Partner with Finance leads and Global Payment Network business partners; Coordinate and collect input data from Business and Financial Analysts in different departments; Collaborating with business partners in Sales and Product Management; Collaborating with Operations on any changes to system-based volume or revenue reporting; Share knowledge/help others on the team
Communication Scope
communication and influencing skills; storytelling; clearly articulate outcomes
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