Principal Associate, Financial Planning & Analytics

Capital One Capital One · Banking · Houston, TX +1

This role focuses on financial planning and analytics within the PULSE Network organization at Capital One. Responsibilities include executive communication, strategic influencing, problem-solving, and fostering collaboration. Key projects involve developing profitability analysis, discounted cash flow projections, providing financial advice for pricing and investment decisions, evaluating customer portfolios and economic trends, and leveraging data infrastructure for market differentiation. Requires experience in financial analysis and financial modeling.

What you'd actually do

  1. Executive communication: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
  2. Learning Agility: Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment
  3. Clear results orientation: Display an intense focus on achieving both short and long term goals. Be able to drive and execute an agenda in an uncertain and fluid environment
  4. Inventive and thorough problem solving: Ability to provide structure to an ambiguous problem, thoughtfully and thoroughly research, and draw insightful conclusions
  5. Foster a collaborative culture: Champion our culture to enable all associates to deliver career-defining successes and exceed our goals in an open and welcoming environment. Lean in as appropriate to support partners and peers in driving the highest business priorities

Skills

Required

  • 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’ of experience in financial analysis
  • 5+ years’ of experience with financial modeling
  • Experience in Microsoft Excel and Microsoft PowerPoint or Google Suite

What the JD emphasized

  • financial analysis
  • financial modeling