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Principal Analyst, Financial Planning and Analysis

1 month ago


Richmond, United States Capital One Financial Corp Full time
West Creek 4 (12074), United States of America, Richmond, Virginia

Principal Analyst, Financial Planning and Analysis

We are seeking a strategically minded analyst and forward leaning problem solver to support the Tech & Digital organization. As a Principal Analyst, Financial Planning & Analysis (FP&A), you will be responsible for ad hoc financial analysis, executive reporting, engaging with stakeholders and business partners, and managing project timelines & deliverables. These projects aim to maximize P&L performance while providing leaders with key insights, influencing Technology strategy and business outcomes. More specifically, the teams you will support are responsible for some of the most impactful work at Capital One, including our core business platforms for credit card and consumer banking services, Machine Learning and Artificial Intelligence. Focus on teamwork and building long-term trusted partnerships, both within the team and beyond, are essential to success. Strong interpersonal skills, poise, a sense of humor, and a willingness to roll up one's sleeves and tackle diverse challenges are invaluable in this role.

Core responsibilities will include:
  • Strong executive communication skills: Impeccable written and oral communication credentials, with a specific ability to convey data-backed analysis in an executive-level narrative.
  • Learning Agility: Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment.
  • Clear results orientation: Display an intense focus on achieving both short and long term goals. Be able to drive and execute an agenda in an uncertain and fluid environment.
  • Inventive and thorough problem solving: Ability to provide structure to an ambiguous problem, thoughtfully and thoroughly research, and draw insightful conclusions.
  • Foster a collaborative culture: Champion our culture to enable all associates to deliver career-defining successes and exceed our goals in an open and welcoming environment. Lean in as appropriate to support partners and peers drive the highest business priorities.
Example Projects:
  • Establish the destination for certain elements through market research, the evaluation of economic trends, and our competitive positioning.
  • Determine how to effectively leverage Capital One's data and technology infrastructure to differentiate ourselves in particular markets or business segments.
  • Diagnose the performance and strategy of our competitors to enhance our strategic positioning.
  • Communicate strategic vision and outcomes to members of our Executive Committee.
Basic Qualifications
  • Bachelor's Degree or military experience
  • At least 3 years experience in financial analysis
  • At least 3 years experience with financial modeling
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
  • At least 4 years of experience in financial analysis
  • At least 4 years of experience with financial modeling
  • At least 3 years of experience in strategic analysis & planning
  • At least 1 year of experience using Microsoft Office, Google Suite, or a combination


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

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 Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. 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; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at [redacted] or via email at RecruitingA[redacted] . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to C[redacted]

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).