Principal Associate, Financial Analysis (Hybrid)
Capital One
Principal Associate, Financial Analysis (Hybrid)
Job Description
Overview
We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and support the Payments organization. You will support multiple business leaders and influence decisions for the Network’s platforms, capabilities, operations, modernization initiatives, and acceptance strategies, Tech executives and influence business decisions for enterprise payments platforms, while maintaining a sustainable financial trajectory.Financial Analysts prepare financial statement forecasts, assist with the periodic closing of accounting books, and frequently build reports for higher level associates; including trend and forecast variance analysis; provide management and business clients with project statuses; budget comparisons, and analysis on investment drivers and key performance indicators. You will be asked to challenge our current well-managed processes to be more proactive, effective, and efficient, and you will be encouraged to find new ways to tell stories, analyze trends, and diagnose results in a compelling and visual nature.Responsibilities:Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
Develop financial models and analyses to support growth of the business and strategic initiatives Develop profitability analyses and projections for marketing and customer segments; develop and enhance financial models; improve forecasting accuracy and drive business insights
Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes
Prepare monthly, quarterly and annual Reporting and Analysis
Identify industry trends and insights pertaining to competitor’s strategies and/or relative financial performance (e.g. peer benchmarking) Analyze customer behaviors and product profitability trends to understand financial behaviors
Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations
Provide strategic advice and financial analyses for investment decisions, pricing changes, and channel and segment expansions
Implement and work with Business Intelligence Tools and Dashboard reports
Basic Qualifications:
Bachelor’s Degree or military experience
At least 4 years of experience in financial analysis
Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 5 years of experience in financial analysis and financial modeling
At least 3 years of experience using SQL, Python, or a combination
At least 3 years of experience in financial services, banking or technology industries
At least 3 years of experience partnering with senior leaders and internal stakeholders
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.comCapital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Locations
- Chicago, Illinois, United States
- Riverwoods, Illinois Chicago, IllinoisMcLean
Salary
50,000 - 85,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- financial analysisintermediate
- financial modelingintermediate
- forecastingintermediate
- SQL or Pythonintermediate
- data visualizationintermediate
- trend analysisintermediate
Required Qualifications
- Bachelor’s Degree or military experience (experience)
- At least 4 years of experience in financial analysis (experience)
- Preferred: Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics (experience)
- Preferred: Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) (experience)
- Preferred: At least 3 years of experience using SQL, Python (experience)
Responsibilities
- Develop the Annual Budget, Monthly Financial Forecast and Long-Term Financial Plan
- Develop financial models and analyses to support business growth and strategic initiatives
- Analyze trends in key performance indicators including revenue, expenses and capital expenditures
- Monitor performance indicators and analyze variance causes
- Prepare monthly, quarterly and annual Reporting and Analysis
- Perform ad hoc analysis using data from financial systems and market databases
Benefits
- general: comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Principal Associate, Financial Analysis (Hybrid) @ Capital One.
Related Books and Jobs
Principal Associate, Financial Analysis (Hybrid)
Capital One
Principal Associate, Financial Analysis (Hybrid)
Job Description
Overview
We are looking for a customer focused, inquisitive Principal Financial Analyst to join Discover Global Payments Network (GPN) Finance and support the Payments organization. You will support multiple business leaders and influence decisions for the Network’s platforms, capabilities, operations, modernization initiatives, and acceptance strategies, Tech executives and influence business decisions for enterprise payments platforms, while maintaining a sustainable financial trajectory.Financial Analysts prepare financial statement forecasts, assist with the periodic closing of accounting books, and frequently build reports for higher level associates; including trend and forecast variance analysis; provide management and business clients with project statuses; budget comparisons, and analysis on investment drivers and key performance indicators. You will be asked to challenge our current well-managed processes to be more proactive, effective, and efficient, and you will be encouraged to find new ways to tell stories, analyze trends, and diagnose results in a compelling and visual nature.Responsibilities:Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
Develop financial models and analyses to support growth of the business and strategic initiatives Develop profitability analyses and projections for marketing and customer segments; develop and enhance financial models; improve forecasting accuracy and drive business insights
Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes
Prepare monthly, quarterly and annual Reporting and Analysis
Identify industry trends and insights pertaining to competitor’s strategies and/or relative financial performance (e.g. peer benchmarking) Analyze customer behaviors and product profitability trends to understand financial behaviors
Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations
Provide strategic advice and financial analyses for investment decisions, pricing changes, and channel and segment expansions
Implement and work with Business Intelligence Tools and Dashboard reports
Basic Qualifications:
Bachelor’s Degree or military experience
At least 4 years of experience in financial analysis
Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 5 years of experience in financial analysis and financial modeling
At least 3 years of experience using SQL, Python, or a combination
At least 3 years of experience in financial services, banking or technology industries
At least 3 years of experience partnering with senior leaders and internal stakeholders
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.comCapital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Locations
- Chicago, Illinois, United States
- Riverwoods, Illinois Chicago, IllinoisMcLean
Salary
50,000 - 85,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- financial analysisintermediate
- financial modelingintermediate
- forecastingintermediate
- SQL or Pythonintermediate
- data visualizationintermediate
- trend analysisintermediate
Required Qualifications
- Bachelor’s Degree or military experience (experience)
- At least 4 years of experience in financial analysis (experience)
- Preferred: Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics (experience)
- Preferred: Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) (experience)
- Preferred: At least 3 years of experience using SQL, Python (experience)
Responsibilities
- Develop the Annual Budget, Monthly Financial Forecast and Long-Term Financial Plan
- Develop financial models and analyses to support business growth and strategic initiatives
- Analyze trends in key performance indicators including revenue, expenses and capital expenditures
- Monitor performance indicators and analyze variance causes
- Prepare monthly, quarterly and annual Reporting and Analysis
- Perform ad hoc analysis using data from financial systems and market databases
Benefits
- general: comprehensive, competitive, and inclusive set of health, financial and other benefits
Answer 10 quick questions to check your fit for Principal Associate, Financial Analysis (Hybrid) @ Capital One.
Related Books and Jobs