Description
Capital One is seeking a motivated professional for a Principal Associate position for the PULSE Network organization in the Global Payment Network (GPN) Finance team.
The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, performing reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, building reports for higher-level associates, and conducting scenario planning to strategically advise senior leadership.
This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team, including the GPN Finance CFO. As a Principal Finance Associate, you will have the opportunity to partner with Finance leads and Global Payment Network business partners on driving strategic business direction that leads to sustainable performance.
Key Responsibilities:
- Planning for PULSE Revenue and Volume
- Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help partners deliver on their financial objectives
- Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management
- Coordinate and collect input data from Business and 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 requests and special projects
Example Projects:
- Collaborating with business partners in Sales and Product Management to develop monthly forecasts of PULSE volume and rates to support appropriate and timely decision-making
- Analyzing and reporting on causes of variances between forecasts and actual results
- Evaluating PULSE's customer portfolio and broader economic trends to recommend opportunities for strategic growth
- Producing executive-level reporting of PULSE financial performance and projections
- Supporting the CCAR process with stress-testing of forecasts and related reporting
Basic Qualifications:
- Bachelor's Degree or military experience
- At least 4 years of experience in financial analysis
- At least 4 years of experience with 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
- 5+ years of experience in financial analysis
- 5+ years of experience with financial modeling
- Strong Microsoft Excel and PowerPoint skills
- Previous experience with Anaplan and OneStream
Salary Information: The minimum and maximum full-time annual salaries for this role are $109,900 - $125,400.
Benefits: Capital One offers a comprehensive, competitive, and inclusive set of health, financial, and other benefits that support your total well-being.