Principal Associate, Financial Analysis

Capital One Capital One · Banking · McLean, VA +1

This role is for a Principal Associate in Financial Analysis within the Tech Finance Team at Capital One. The primary focus is on financial management of technology investments, budgets, and leading analysis for forecasting, software capitalization, and cost frameworks. The role requires strategic thinking, analytical problem-solving, and executive communication to support the Technology organization and its transformation journey, including AI initiatives. It involves financial analysis, reporting, budgeting, forecasting, P&L management, and business presentations.

What you'd actually do

  1. Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process
  2. Budgeting, forecasting, and Profit & Loss (P&L) management
  3. Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
  4. Ad-hoc requests and special projects
  5. Independently manage and prioritize workload

Skills

Required

  • Bachelor’s Degree or military experience
  • At least 3 years’ experience in financial analysis
  • At least 3 years’ experience with financial modeling
  • At least 3 years’ experience in Microsoft Excel and Microsoft PowerPoint

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
  • 4+ years’ experience in financial analysis
  • 4+ years’ experience with financial modeling
  • 4+ years’ experience in strategic analysis & planning
  • Proven business relationship, communication, interpersonal, and influencing skills
  • Demonstrated independent problem solving and strategic thinking abilities
  • Strong teamwork skills; ability to positively contribute to overall success of the team

What the JD emphasized

  • strategic thinking
  • analytical problem solving
  • executive level communication
  • strategic analysis & planning