Senior Associate, Financial Analyst - Brex Integration

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

Seeking a Senior Associate, Financial Analyst to join the FP&A team to support the Brex Integration. Responsibilities include financial forecasting, reporting, and modeling, building cross-functional relationships, managing financial performance, and providing critical financial insights to leadership.

What you'd actually do

  1. Drive the Integration: Take ownership of budgeting and forecasting for areas of responsibility related to the Brex integration.
  2. Navigate Complexity: Seamlessly navigate complex, cross-functional workstreams to assess the financial implications of ongoing efforts and proposed new initiatives to optimize business performance.
  3. Executive Visibility: Develop compelling presentations and present insights to executives from all over the company to influence both business and financial outcomes.
  4. Deliver Insights: Conduct in-depth analysis to deliver accurate and meaningful financial management reporting, enabling our partners to meet their financial and business objectives.
  5. Manage Risk: Provide transparency on costs and business drivers, clearly communicating risks and opportunities to budget targets.
  6. Project Management: Address and deliver on ad-hoc requests and special projects as they arise in this dynamic environment.

Skills

Required

  • Bachelor’s Degree or military experience
  • At least 2 years’ experience in financial analysis
  • At least 2 years’ experience with financial modeling
  • Strong analytical, communication, and problem-solving skills

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
  • 3+ years’ experience in financial analysis
  • 3+ years’ experience with financial modeling
  • 1+ years’ experience in Microsoft Excel and Microsoft PowerPoint