Principal Financial Analyst

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

This role is for a Principal Financial Analyst on the Enterprise Product & Experience (EPX) Finance team. The analyst will partner with business customers to drive strategic business direction, manage P&L performance, and provide financial insights to leadership. Responsibilities include financial forecasting, executive reporting, financial modeling, trend analysis, and mentoring junior associates. The role requires experience in financial analysis and modeling, with preferred qualifications including an MBA/Master's in Finance and CFA/CPA licenses.

What you'd actually do

  1. Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
  2. Develop financial models and analyses to support growth of the business and strategic initiatives
  3. Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
  4. Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  5. Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes

Skills

Required

  • financial analysis
  • financial modeling
  • Bachelor's Degree or military experience
  • 4 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
  • 5 years experience in financial analysis, financial modeling, or a combination
  • 3 years of experience in strategic analysis & planning