Principal Associate, Financial Analysis

Capital One

. Develop repeatable processes, frameworks, and templates to improve team efficiency as Finance systems and processes integrate with Discover .

Posted 9/23/2026full-timeUnited StatesJuniorMid-Level💰 $120,800 - $150,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, financial modeling, and budgeting, with a strong ability to communicate insights and recommendations to senior leadership. Proficient in Microsoft Excel and PowerPoint, with a focus on developing processes that enhance team efficiency and manage financial reporting.

Highest-signal resume keywords

Financial AnalysisFinancial ModelingBudgetingMicrosoft ExcelMicrosoft PowerPoint

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingBudgetingForecastingProfit & Loss (P&L)Strategic AnalysisData AnalysisReporting ProcessesCost Driver AnalysisPresentation Development

Soft Skills

Communication SkillsInterpersonal SkillsProblem SolvingStrategic ThinkingTeamwork

Certifications & Qualifications

Chartered Financial Analyst (CFA)Certified Public Accountant (CPA)

Industry Keywords

Financial ProcessesReporting CadencesPlatform ConvergenceAd-Hoc RequestsLeadership Communication

About the role

Key responsibilities & impact

Develop repeatable processes, frameworks, and templates to improve team efficiency as Finance systems and processes integrate with Discover
Establish reporting cadences with Tech and Finance partners
Communicate key variances and drivers to help leaders remain fiscally well managed
Analyze financial impacts of platform convergence in unstructured environments
Deliver insights to senior leaders when information is evolving or imperfect
Analyze and explain key cost drivers and monthly variances
Recommend actions to the business and manage regular reporting processes
Manage budgeting, forecasting, and Profit & Loss (P&L)
Assist in developing presentations communicating analysis results to senior audiences
Clearly articulate analysis outcomes to leadership teams
Handle ad-hoc requests and special projects
Independently manage and prioritize workload

Requirements

What you’ll need

Bachelor’s Degree or military experience
At least 3 years’ experience in financial analysis
At least 3 years’ experience with financial modeling
At least 3 years’ experience in Microsoft Excel and Microsoft PowerPoint
At this time, Capital One will not sponsor a new applicant for employment authorization for this position
Preferred: Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
Preferred: Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
Preferred: 4+ years’ experience in financial analysis
Preferred: 4+ years’ experience with financial modeling
Preferred: 3+ years’ experience in strategic analysis & planning
Proven business relationship, communication, interpersonal, and influencing skills
Demonstrated independent problem solving and strategic thinking abilities
Strong teamwork skills; ability to positively contribute to overall success of the team

Benefits

Comp & perks

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Comprehensive, competitive, and inclusive health, financial and other benefits supporting total well-being
Reasonable accommodations for applicants who require them