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As a Senior Financial Analyst in Small Business Bank, you will have the opportunity to drive strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; perform reporting and financial analysis to support presentation and ad-hoc requests.
The Role requires strong communication, problem solving, strategic thinking, and influencing skills in order to effectively:
Articulate outcomes of analysis and relevant insights
Develop presentations to communicate business and financial analysis results to senior audiences
Responsibilities:
Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
Ad-hoc financial requests and special projects
Independently manage and prioritize workload
Perform financial data analysis in preparing Profit & Loss statements
Frequently create reports for leadership teams
Basic Qualifications:
Bachelor’s Degree or military experience
At least 2 years of experience in financial analysis and modeling
At least 1 year of experience in a Financial Planning & Analysis (FP&A) function
Preferred Qualifications:
Master's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering)
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
At least 3 years of experience in financial analysis or financial modeling
At least 2 years of experience in a Financial Planning & Analysis (FP&A) function
At least 1 year of experience partnering with internal stakeholders
Experience with GSuite (Google Docs, Sheets, Slides)
. 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 . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
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