Principal Associate, Fp&a - Small Business Card (hybrid)

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

This role is for a Principal Associate in Financial Planning & Analysis (FP&A) focused on the Small Business Card organization. The primary responsibilities include owning the Profit & Loss (P&L) statement, forecasting revenue and volumes, conducting scenario planning, and performing ad hoc analysis to support strategic initiatives. The role requires strong data analysis, financial modeling, and strategic partnership skills, with a deep understanding of card economics.

What you'd actually do

  1. Financial reporting and analysis, including budgeting, forecasting, variance analysis and reporting
  2. Independently managing and prioritizing your workload
  3. Collaborating with multidisciplinary teams
  4. Developing presentations for senior audiences to communicate insights and to influence business and financial outcomes
  5. Addressing and delivering on ad-hoc requests and special projects, often in an ambiguous environment

Skills

Required

  • Bachelor's Degree or military experience
  • At least 3 years experience in financial analysis, financial modeling, or a combination

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
  • At least 4 years experience in financial analysis, financial modeling, or a combination
  • Experience in Google Suite (Google Docs, Google Sheets, Google Slides)

What the JD emphasized

  • Strong storytelling skills
  • deep understanding of card economics