Senior Associate - Financial Analysis jobs in United States
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Capital One · 3 hours ago

Senior Associate - Financial Analysis

Capital One is a financial services company seeking a Senior Associate in Financial Analysis to join their Staff & Enterprise Services Finance team. In this role, you will perform core Financial Planning & Analysis duties, manage financial forecasts, and provide insights to stakeholders to help them meet their financial objectives.

Financial Services
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Comp. & Benefits
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Responsibilities

Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help our partners deliver on their financial objectives
Financial reporting and analysis, including budgeting, forecasting, variance analysis, & financial reporting
Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
Ad-hoc requests and special projects
Independently manage and prioritize workload

Qualification

Financial AnalysisFinancial ModelingMicrosoft ExcelMicrosoft PowerPointChartered Financial AnalystCertified Public AccountantAnalytical CuriosityTask ManagementCommunication SkillsProblem Solving

Required

Bachelor's Degree or military experience
At least 2 years' experience in financial analysis
At least 2 years' experience with financial modeling

Preferred

Master's Degree in Business Administration (MBA) or Master's Degree in Finance
Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
3+ years' experience in financial analysis
3+ years' experience with financial modeling
Experience in Microsoft Excel and Microsoft PowerPoint and/or similar Google Suite products

Benefits

Performance based incentive compensation
Cash bonus(es)
Long term incentives (LTI)
Comprehensive, competitive, and inclusive set of health, financial and other benefits

Company

Capital One

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Capital One is a financial services company that provides banking, credit card, auto loan, savings, and commercial banking services.

Funding

Current Stage
Public Company
Total Funding
$5.45B
Key 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

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Lo Li
CTO, Managing Vice President Retail Bank
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Daniel Arellano
Senior Vice President, Business Cards and Payments
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Company data provided by crunchbase