Capital One · 1 month ago
Principal Finance Associate, Card External Planning & Analysis
Capital One is a leading financial services company, and they are seeking a Principal Finance Associate to provide analytical insights within their Card External Planning & Analysis team. This role involves partnering with senior leaders to address high-visibility challenges and driving innovation through portfolio analytics and strategic recommendations.
BankingCredit CardsFinanceFinancial Services
Responsibilities
Strategic leadership: Partner with senior leaders to address high-leverage, high-visibility challenges throughout our Card business. Develop insights that will drive growth, profitability, and competitive success for Capital One in the face of shifting consumer and regulatory demands
Storytelling: Present to senior management on learnings, opportunities, and proposed solutions. Leverage analytical storytelling skills to influence at the highest levels
Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations
Partnership: Work closely with partners across Card to understand and address challenges across tech, credit, operations, and more
Teamwork: Invest in the development of peer analysts in your org, helping them to develop as storytellers, analysts, and business leaders
Qualification
Required
Bachelor's Degree or military experience
At least 4 years of experience in Financial Analysis
Preferred
Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering)
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
3+ years of experience using SQL, Python, or a combination
3+ years of experience in financial services, banking or technology industries
3+ years of experience partnering with senior leaders and internal stakeholders
Prior card knowledge and experience is a plus
Benefits
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being.
Company
Capital One
Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.
Funding
Current Stage
Public CompanyTotal Funding
$5.45BKey Investors
Berkshire Hathaway
2025-09-11Post Ipo Debt· $2.75B
2025-01-30Post Ipo Debt· $1.75B
2023-05-15Post Ipo Equity· $954M
Leadership Team
Recent News
2026-01-11
2026-01-11
Business Standard India
2026-01-11
Company data provided by crunchbase