Principal Associate, Financial Analysis - Card Cobrand/Partnerships

Capital One • McLean, VA

2d • Hybrid

About The Position

The Principal Associate will join Capital One’s Card Cobrand/Partnerships Finance team and support one of its cobrand card programs. The role performs core financial planning and analysis duties, including managing monthly processes and forecasts. The associate will build relationships with business partners and provide strategic insights to help them advance their agendas while meeting financial commitments. The role also develops metrics to inform how partners view their organizations, tracks key synergy targets, and challenges existing processes to improve proactivity, effectiveness, and efficiency.

The position is designated hybrid, with on-site attendance required according to Capital One’s hybrid policy at the employee’s designated office location. The role is based on the listed salary range in McLean, Virginia; candidates hired in other locations are subject to the pay range for that location.

Requirements

• Bachelor’s degree or military experience.
• At least 4 years of experience in financial analysis.
• Strong communication and influencing skills.
• Analytical curiosity and problem-solving skills.
• Ability to independently manage and prioritize tasks and take full ownership of work.
• Passion for learning and continuously developing traditional FP&A and technical skills.

Nice To Haves

• 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 or more years of experience in financial analysis.
• 4 or more years of experience with financial modeling.
• Proficiency in Google Suite.

Responsibilities

• Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help partners meet their financial objectives.
• Perform financial reporting and analysis, including budgeting, forecasting, variance analysis, and financial reporting.
• Assist in developing business presentations that communicate ad hoc analysis or monthly results to senior leadership audiences.
• Clearly communicate analysis outcomes to leadership teams within Finance and HR.
• Handle ad hoc requests and special projects.
• Manage monthly processes and forecasts for supported organizations.
• Develop metrics and track key synergy targets for the organization.
• Build relationships with key partners and provide insights to support their agendas and financial commitments.
• Challenge existing processes to make them more proactive, effective, and efficient.

Benefits

• Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being.
• Eligible for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior