Experienced Senior Associate, Financial Analyst- Financial Services

4 weeks ago

Plano, United States CFA Institute Full time

Plano Town Center (31064), United States of America, Plano, Texas Experienced Senior Associate, Financial Analyst- Financial Services (Hybrid) At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Together, we are on a quest to change banking for good. As a Financial Analyst in the Financial Services division, you will work for a forward leaning organization that is actively disrupting the Auto finance industry through innovation and a customer-centric approach. 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 utilize a wide array of tools and data to perform analysis to identify drivers and trends that impact the near and long term trajectory of our division. Financial analysts have the resources and space to drive significant change across the team and organization. You'll be expected to demonstrate proficiency in four key areas: Customer Focus: Work backwards from what your business customer needs to deliver on their goals Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan Prepare monthly, quarterly and annual Reporting and Analysis Data Driven: Understand all of the data that is key to your business line and how to analyze it Develop financial models and analyses to support growth of the business and strategic initiatives Analyze complex financial information and reports to support accurate and timely financial recommendations to management for decision making purposes Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Well-Managed: Identify areas of opportunity in your role to drive efficiencies Immerse yourself in all of your processes to understand all of the moving pieces and second order impacts Assess alternative options, leveraging technology and automation Team Player: Teach and learn from all of your team members Reach out to subject matter experts to learn more about each business line Share your knowledge with others on the team Be willing to help others on the team when challenges arise Basic Qualifications: Bachelor's Degree or military experience At least 2 years of experience in financial analysis, financial modeling, data analysis, business analysis, or a combination Preferred Qualifications: Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering) or military experience 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 4+ 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 3+ years' experience in financial services, banking or technology industries 3+ years' experience partnering with senior leaders and internal stakeholders This role is hybrid meaning associates typically spend about half their time (2-3 days per week) in-person at one of our offices listed on this job posting. Monday and Fridays are enterprise-wide virtual work days. Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas. 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 [website]. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. 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. #J-18808-Ljbffr

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