Financial Planning & Analysis Senior Analyst
48forty SolutionsSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, BankingIndustries
Requirements
- Bachelor’s Degree or military experience
- At least 3 years of experience in financial analysis
- At least 3 years of experience with financial modeling
- Strong communication skills
- Strong problem-solving skills
- Strong strategic thinking skills
- Strong influencing skills
- Preferred Qualifications
- Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
- Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
- 4+ years of experience in financial analysis
- 4+ years of experience with financial modeling
- 3+ years of experience in strategic analysis & planning
- Experience with Google Suite (GoogleDocs, GoogleSheets, GoogleSlides)
Responsibilities
- Analyze and forecast financial performance, management reports, products, and processes
- Apply advanced forecasting techniques to key value driver forecasts
- Develop and build forecasting models
- Research financial and economic trends for specific projects
- Provide technical solutions for business analysis
- Develop cost models for individual area analysis
- Forecast important business variables
- Generate monthly/quarterly business reviews
- Analyze historical and forecasting results and make business recommendations
- Develop methodologies and processes for transparency of costs and cost drivers
- Analyze current financial results to identify and address evolving business issues and opportunities
- Provide management and business clients with project statuses
- Perform reporting and analysis to support presentations and ad-hoc requests
- Accurately analyze and explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process
- Budgeting, forecasting, and Profit & Loss (P&L) management
- Assist in development of presentations to communicate analysis results to senior audiences and clearly articulate outcomes to leadership teams
- Handle ad-hoc requests and special projects
- Independently manage and prioritize workload
- Articulate outcomes of analysis and relevant insights
- Partner with business leadership to assess financial implications of ongoing efforts to grow the organization
- Develop presentations to communicate business and analysis results to senior leadership audiences
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for this Principal Associate role?
This information is not specified in the job description.
Is this a remote position or does it require working in an office?
This information is not specified in the job description.
What are the basic qualifications for this financial analysis role?
Candidates need a Bachelor’s Degree or military experience, at least 3 years of experience in financial analysis, and at least 3 years of experience with financial modeling.
What preferred qualifications will make me stand out for this position?
Preferred qualifications include a Master’s Degree in Business Administration (MBA) or Finance, CFA or CPA license, 4+ years in financial analysis and modeling, 3+ years in strategic analysis & planning, and experience with Google Suite.
What skills are essential for success in this financial analysis role?
Strong communication, problem solving, strategic thinking, and influencing skills are required to articulate analysis outcomes, partner with leadership, and develop presentations for senior audiences.
Capital One
Offers diverse financial products and services
About Capital One
Capital One provides a variety of financial services aimed at making banking accessible and easy for everyone. The company offers products such as credit cards, savings accounts, car loans, and business checking accounts, catering to both individual consumers and small businesses primarily in the United States. Capital One's approach includes user-friendly banking solutions with no fees or minimums for checking accounts, allowing customers to manage their finances more effectively. They generate revenue through interest on loans, credit card fees, and investment banking services. What sets Capital One apart from its competitors is its strong commitment to financial inclusion and literacy, demonstrated through community partnerships and educational initiatives, such as collaborations with Khan Academy. The company's goal is to create a more inclusive financial system and empower customers with the knowledge and tools they need to make informed financial decisions.
McLean, VirginiaHeadquarters
2014Year Founded
$15.9MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Medical, Dental, & Vision coverage
Onsite Health Centers
Prescription saving with network of local pharmacies
Stock Purchase Plan
Education Assistance
401(k)
Flexible Spending Accounts
Life and Disability insurance
Generous paid time off + corporate & floating holidays
Registered dieticians on site, cooking classes and free virtual fitness classes
Employee Assistance Program
Risks
Increased competition in subscription management tools may dilute Capital One's advantage.
Over-reliance on partnerships could expose Capital One to technological risks.
Departure of key personnel like Joe Rodriguez may affect risk management continuity.
Differentiation
Capital One offers user-friendly banking with no fees or minimums for checking accounts.
The company partners with Khan Academy to provide financial literacy education.
Capital One is the first major U.S. bank to offer subscription management tools.
Upsides
Capital One's mobile app is a model for secure, user-friendly digital banking.
Data sharing with Worldpay enhances payment security and fraud prevention.
Partnerships with fintechs like Minna Technologies improve customer experience.
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