Sr. Associate, Financial Analysis

Sr. Associate, Financial Analysis at Capital One summary:

The Senior Financial Analyst supports the Card Association Management team by conducting financial analysis, forecasting, and reporting related to credit card payment processing networks. The role involves data integrity checks, financial modeling, and creating presentations to communicate insights to senior leadership. This position requires strong analytical, strategic, and communication skills to drive business performance optimization and trusted partnerships.

The Card Services Finance team, within Card Finance, is seeking a Senior Financial Analyst to support the Card Association Management team (CAM). The CAM Finance team is responsible for supporting all aspects of our credit card payment processing networks (Visa & Mastercard), including full ownership of network fees and benefits expense forecasting and reporting, as well as performing ad hoc analysis in support of interchange rate and product optimization and efficiencies within the space.

This role includes data analysis, forecasting, and strategic partnership with the business, where storytelling on top of a deep understanding of the complex revenue and cost components of interchange and network expenses will be needed.

The ideal candidate is someone who is analytically curious, enjoys financial analytics, and is excited to help drive an important and continually expanding aspect of the Card business.

As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. 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.

Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates. They provide management and business clients with project statuses as well as perform reporting and analysis to support presentations and ad-hoc requests.

The role requires strong analytical, communication, problem solving, strategic thinking, and influencing skills in order to effectively:

• Conduct analysis and articulate outcomes and relevant insights

• Develop presentations to senior audiences to communicate insights and to influence business and financial outcomes

• Partner with business teams to assess the financial implications of ongoing and proposed efforts to optimize business performance

• Foster trusted business partnerships

• Collaborate with multidisciplinary teams

Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management

• 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

• Assist in development of business presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams

• Independently manage and prioritize workload

• Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment

• Demonstrate a passion to learn and continuously develop FP&A and technical skills

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 2 years’ experience in financial analysis

• At least 2 years’ experience with financial modeling

Preferred Qualifications:

• Master’s Degree in Business Administration (MBA) Accounting, Finance, or Economics

• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

• 3+ years’ experience in financial analysis

• 3+ years’ experience with financial modeling

• 2+ years’ experience in strategic analysis and planning

• Experience in Microsoft Excel and G Suite

• Demonstrated independent problem solving and strategic thinking abilities

• Strong teamwork skills; ability to positively contribute to overall success of the team

At…