Principal Financial Analyst

at Capital One Services II, LLC in Wilmington, Delaware, United States

Job Description

Job ID: R114168


Center 2 (19050), United States of America, McLean, Virginia


Principal Financial Analyst


Job Description


As a Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests.


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


- Articulate outcomes of analysis and relevant insights

- Develop presentations to communicate business and analysis results to senior audiences


Principal Analyst



Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan


Develop financial models and analyses to support growth of the business and strategic initiatives


Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures


Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance


Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes


Prepare monthly, quarterly and annual Reporting and Analysis


Identify industry trends and insights pertaining to competitor's strategies and/or relative financial performance (e.g. peer benchmarking)


Perform ad hoc analysis using data retrievals from internal financial systems and external market databases and package insights into clear and concise presentations


Work closely with the business leads to help identify areas and processes for driving efficiencies


Implement and work with Business Intelligence Tools and Dashboard reports


Basic Qualifications:


-Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering)

-At least 4 years experience in financial analysis and financial modeling


Preferred Qualifications:


-Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics

-Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

or CFM

-5+ years of experience in financial analysis and financial modeling

-Advanced Microsoft Excel and PowerPoint skills.

-SQL and Python skills

-Excellent verbal and written communication skills


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


Capital One is an equal opportunity employer committed to diversity in the workplace. Capital One promotes a drug-free workplace. 


All qualified applicants will receive consideration for employment without regard to gender, race, color, religion, national origin, sexual orientation, protected veteran status, or disability status.


Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; Newark, New Jersey Ordinance 12-1630; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. 




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Job Posting: 842339

Posted On: Sep 09, 2021

Updated On: Oct 12, 2021