Principal Associate, Financial Planning & Analysis

Capital One

Houston, TX, USA
Houston, tx: $109,900 - $125,400; bonus/equity: pe...
Perform core fp&a duties
Manage monthly processes & forecasts
Perform reporting and analysis
The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership

Job Summary

  • The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build 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 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.

Matching Summary

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership.

Salary

Houston, TX: $109,900 - $125,400; Bonus/Equity: performance based incentive compensation; Benefits: comprehensive, competitive, and inclusive set of health, financial and other benefits

Skills & Requirements

Must-have

  • Perform core FP&A duties
  • Manage monthly processes & forecasts
  • Perform reporting and analysis
  • Prepare profit & loss statements
  • Conduct scenario planning
  • Partner with Finance leads
  • Challenge current processes

Nice-to-have

  • Strong communication and influencing skills
  • Analytical curiosity and problem solving skills
  • Ability to independently manage and prioritize tasks
  • Teamwork and willingness to share knowledge
  • Passion to learn and continuously develop skills

Key Requirements

  • Bachelor's Degree or military experience
  • At least 4 years of experience in financial analysis
  • At least 4 years of experience with financial modeling
  • Bachelor's Degree in a quantitative major
  • 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’ experience in financial analysis
  • 5+ years’ experience with financial modeling
  • Strong Microsoft Excel and PowerPoint skills
  • Previous experience with Anaplan and OneStream

Work Rights

Not specified

Tailored Resume

Cover Letter