Principal Associate, Financial Analysis - Card Cobrand/Partnerships

Capital One•McLean, VA
•$120,800 - $137,900•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. It also builds relationships with business partners and provides insights to help advance their agendas while ensuring financial commitments are met. The associate will develop metrics that influence how partners view their organization, track key synergy targets, and challenge existing processes to improve proactivity, effectiveness, and efficiency. This is a hybrid role, subject to Capital One’s hybrid policy and required on-site presence at the designated office location. The position offers a stated annual salary range of $120,800–$137,900 for work performed in McLean, Virginia, and is eligible for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives. Capital One describes its benefits as a comprehensive, competitive, and inclusive set of health, financial, and other benefits; eligibility varies by status and management level.

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 to communicate ad hoc analysis or monthly results to senior leadership audiences.
  • Clearly articulate analysis outcomes to leadership teams within the Finance and HR organizations.
  • Handle ad hoc requests and special projects.
  • Build relationships with key partners and deliver insights that help them advance their agendas while meeting financial commitments.
  • Form metrics to influence how partners view their organization and track key organizational synergy targets.
  • Challenge current processes to make them more proactive, effective, and efficient.

Benefits

  • Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being; eligibility varies based on full- or part-time status, exempt or non-exempt status, and management level.
  • Eligible for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives.
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