Capital One Principal Associate Financial Analysis Hybrid 

United States, Illinois, Chicago 

496478045

Principal Associate, Financial Analysis (Hybrid)

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

Preferred Qualifications:

• 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

This role is hybrid meaning associates will spend 3 days per week in-person at one of our offices listed on this job posting. Fridays are enterprise- wide virtual work days. Monday, Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.

Chicago, IL: $106,700 - $121,700 for Principal Financial Analyst Riverwoods, IL: $106,700 - $121,700 for Principal Financial AnalystThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. 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.