Principal Associate, Financial Planning & Analysis

Principal Associate, Financial Planning & Analysis Capital One is seeking a motivated professional for a Principal Associate position for the PULSE Network organization in the Global Payment Network (GPN) Finance team. The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, performing reporting and analysis to support presentation and ad‑hoc requests, preparing profit & loss or other statements, building reports for higher level associates, and conducting scenario planning to strategically advise senior leadership. This role will contribute to storytelling that ultimately goes to the Finance Senior Leadership team, including the GPN Finance CFO, and will partner with Finance leads and Global Payment Network business partners to drive strategic business direction that leads to sustainable performance. The role reports to the Senior Manager, PULSE FP&A. Key Responsibilities Planning for PULSE revenue and volume. Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help partners deliver on their financial objectives. Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management. Coordinate and collect input data from Business and Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data. Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulating outcomes to leadership teams. Ad-hoc requests and special projects. Example Projects Collaborate with business partners in Sales and Product Management to develop monthly forecasts of PULSE volume and rates to support timely decision making, ensuring forecasts are loaded into planning systems for consolidation with Corporate Finance. Analyze and report on causes of variances between forecasts and between actual results and forecast. Evaluate PULSE’s customer portfolio and broader economic trends to recommend opportunities for strategic growth. Produce executive-level reporting of PULSE financial performance and projections, including deeper segment performance analysis, especially for Capital One’s debit card volume. Support the CCAR process with stress-testing of forecasts and related reporting. Collaborate with Operations on any changes to system-based volume or revenue reporting. Communicate strategic vision and outcomes to members of PULSE’s executive leadership team. Basic Qualifications Bachelor’s Degree or equivalent military experience. At least 4 years of experience in financial analysis. At least 4 years of experience with financial modeling. Preferred Qualifications Master’s Degree in Business Administration (MBA) or Finance. Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license. 5+ years of experience in financial analysis. 5+ years of experience with financial modeling. Strong Microsoft Excel and PowerPoint skills. Previous experience with Anaplan and OneStream. Equal Opportunity Employment and Non-Discrimination Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. #J-18808-Ljbffr