Principal Associate, Financial Planning & Analysis

Capital One

Houston, TX, United States
Base: $109,900 - $125,400; bonus/equity: performan...
Financial planning & analysis duties
Monthly processes & forecasts
Reporting and analysis
Perform core Financial Planning & Analysis (FP&A) duties including managing monthly processes & forecasts, reporting and analysis, preparing profit & loss statements, and conducting scenario planning

Job Summary

  • Perform core Financial Planning & Analysis (FP&A) duties including managing monthly processes & forecasts, reporting and analysis, preparing profit & loss statements, and conducting scenario planning.
  • Partner with Finance leads and Global Payment Network business partners on driving strategic business direction and challenge current processes to be more proactive, effective and efficient.
  • Contribute to the storytelling that ultimately goes to the Finance Senior Leadership team including GPN Finance CFO.

Matching Summary

Perform core Financial Planning & Analysis (FP&A) duties including managing monthly processes & forecasts, reporting and analysis, preparing profit & loss statements, and conducting scenario planning.

Salary

Base: $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

  • Financial Planning & Analysis duties
  • monthly processes & forecasts
  • reporting and analysis
  • scenario planning
  • profit & loss statements
  • Advanced Excel

Nice-to-have

  • analytical curiosity
  • problem solving skills
  • teamwork and knowledge sharing
  • passion to learn
  • storytelling for senior leadership

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)
  • Master's Degree in Finance
  • Chartered Financial Analyst (CFA) license
  • 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

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