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Capital One Principal Analyst - Commercial Treasury Management Finance 
United States, Virginia, Richmond 
994602129

14.08.2024
West Creek 4 (12074), United States of America, Richmond, Virginia Principal Analyst - Commercial Treasury Management Finance

As a Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving 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 Balance Sheet and Profit & Loss statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests. This role will have a specific focus on Commercial Treasury Management. The associate will be directly responsible for forecasting, monitoring and reporting Deposit volume, headcount, salaries, and fee revenue. This role will allow for opportunities to lean into various projects and step into white space.

Roles require 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 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

  • Calculate the financial impacts of strategic decisions from business partners

  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams

  • Ad-hoc requests and special projects

  • Independently manage and prioritize workload

  • Perform financial data analysis in preparing Profit & Loss or other statements

  • Frequently create reports for higher level associates

  • Provide management and business clients with project statuses

  • Perform reporting and analysis to support presentation and ad-hoc requests

Basic Qualifications:

  • Bachelor’s Degree or military experience

  • At least 3 years experience in financial analysis and financial modeling

Preferred Qualifications:

  • Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance

  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

  • 4+ years’ experience in financial analysis

  • 4+ years’ experience with financial modeling

  • 2+ years experience with google suite or Microsoft suite

  • 1+ year experience partnering with internal stakeholders

  • 1+ year experience with Python or SQL

. 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.