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Principal Associate, Financial Planning & Analysis - Enterprise Technology

Capital One
United Statesfull_timeVerifiedPosted 27 Jan 2025
💰 $133,900/yr($106,700/yr$133,900/yr)

About the role

Principal Associate, Financial Planning & Analysis - Enterprise Technology

We are seeking a strong communicator and problem solver to join the EPTech (Enterprise Platforms Technology) Finance Team. As a Principal Associate on the team, you are responsible for supporting specific leaders within the EPTech organization in support of our customer facing digital platforms and our core modernization journey. You will identify and utilize financial insights to help influence strategy, prioritization, and outcomes. You and your team will analyze current financial results, socialize drivers / impact, and provide recommendations based on the results. This role requires strategic thinking and executive level communication as you directly support members of the EPTech leadership team.  You will have the opportunity to build relationships across the organization and work collaboratively to deliver on strategic agendas.

Roles require strong communication, problem solving, strategic thinking, and influencing skills in order to effectively:

  • Articulate outcomes of analysis and relevant insights

  • Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization

  • Develop presentations to communicate business and analysis results to senior leadership audiences

General Responsibilities:

  • Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process

  • Budgeting, forecasting, and Profit & Loss (P&L) management

  • 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

Basic Qualifications

  • 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

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

  • 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 with the ability to positively contribute to overall success of the team

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $117,300 - $133,900 for Principal Financial Analyst


 

Richmond, VA: $106,700 - $121,700 for Principal Financial Analyst


 


 


 


 


 


 


 


 


 

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the