Principal Associate, Financial Planning & Analysis

Capital One • Houston, TX

3d

About The Position

Principal Associate, Financial Planning & Analysis Capital One is seeking a motivated professional for a Principal Associate position for the PULSE Network organization in the Global Payment Network (GPN) Finance team. The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team including GPN Finance CFO. As a Principal Finance Associate, you will have the opportunity to partner with Finance leads and Global Payment Network business partners on driving strategic business direction that leads to sustainable performance. You will also be asked to challenge our current processes to be more proactive, effective and efficient. This role is within the PULSE Line of Business Finance Organization and will report to the Senior Manager, PULSE FP&A. An ideal candidate will possess: Strong communication and influencing skills Analytical curiosity and problem solving skills Ability to independently manage and prioritize tasks Teamwork and a willingness to share knowledge/help others on the team when challenges arise Passion to learn and continuously develop traditional FP&A skills as well as technical skills (i.e. Advanced Excel, Anaplan, OneStream, Tableau, and Python)

Requirements

• Bachelor’s Degree or military experience
• At least 4 years of experience in financial analysis
• At least 4 years of experience with financial modeling
• Strong communication and influencing skills
• Analytical curiosity and problem solving skills
• Ability to independently manage and prioritize tasks
• Teamwork and a willingness to share knowledge/help others on the team when challenges arise
• Passion to learn and continuously develop traditional FP&A skills as well as technical skills (i.e. Advanced Excel, Anaplan, OneStream, Tableau, and Python)

Nice To Haves

• Bachelor’s Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering, or a combination)
• 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
• Strong Microsoft Excel and PowerPoint skills
• Previous experience with Anaplan and OneStream

Responsibilities

• Planning for PULSE Revenue and Volume
• Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help our partners deliver on their financial objectives
• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management
• Coordinate and collect input data from Business and Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
• Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
• Ad-hoc requests and special projects
• Collaborating with business partners in Sales and Product Management to develop monthly forecasts of PULSE volume and rates to support appropriate and timely decision making, and ensuring forecasts are appropriately loaded into planning systems for consolidation with Corporate Finance
• Analyzing and reporting on causes of variances between forecasts, and between actual results and forecast
• Evaluate PULSE’s customer portfolio and broader economic trends in order to recommend opportunities for strategic growth
• Produce executive-level reporting of PULSE financial performance and projections, including deeper analysis of segment performance, especially for Capital One’s debit card volume
• Supporting the CCAR process with stress-testing of forecasts and related reporting
• Collaborating with Operations on any changes to system-based volume or revenue reporting
• Communicate strategic vision and outcomes to members of PULSE’s executive leadership team

What This Job Offers

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