Principal Associate, Financial Analysis

Capital One - Richmond, VA

Full-time - Mid Level

Richmond, VA

Credit Intermediation and Related Activities

About the position

The Principal Associate, Financial Analysis role at Capital One involves analyzing and forecasting financial performance, developing forecasting models, and providing technical solutions for business analysis. The position requires strong communication and strategic thinking skills to articulate analysis outcomes and partner with business leadership to assess financial implications. The role also includes responsibilities in financial reporting, budgeting, and creating presentations for senior leadership.

Responsibilities

• Analyze and forecast financial performance and management reports.
• Develop and build forecasting models for key value drivers.
• Research financial and economic trends for specific projects.
• Provide technical solutions for business analysis.
• Develop cost models for individual area analysis.
• Forecast important business variables and generate business reviews.
• Analyze historical and forecasting results to make business recommendations.
• Develop methodologies for transparency of costs and cost drivers.
• Analyze current financial results to identify evolving business issues.
• Provide project status updates to management and business clients.
• Perform reporting and analysis to support ad-hoc requests.

Requirements

• Bachelor's Degree or military experience.
• At least 3 years' experience in financial analysis.
• At least 3 years' experience with financial modeling.
• Experience in Microsoft Excel and Microsoft PowerPoint.

Nice-to-haves

• 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.
• 3+ years' experience in strategic analysis & planning.
• Proven business relationship, communication, interpersonal, and influencing skills.
• Demonstrated independent problem solving and strategic thinking abilities.
• Strong teamwork skills.

Benefits

• Comprehensive health benefits
• Financial benefits
• Inclusive benefits supporting total well-being