Financial Planning & Analysis Senior Analyst
48forty SolutionsSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Software, FinTechIndustries
Requirements
- Bachelor’s Degree or military experience
- At least 3 years of experience in financial analysis, financial modeling, or a combination
- Preferred: Bachelor’s degree in a quantitative field (Finance, Accounting, Economics, Mathematics, Engineering) or military experience
- 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: 5+ years of experience in financial analysis and financial modeling
- Preferred: Excellent verbal and written communication skills
- Preferred: 3+ years experience in financial services, banking or technology industries
- Preferred: 3+ years experience partnering with senior leaders and internal stakeholders
Responsibilities
- Prepare monthly, quarterly, and annual financial reporting and analysis
- Lead development of presentations to communicate analysis results to senior audiences and clearly articulate outcomes of analysis to leadership teams
- Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and help manage the regular reporting process
- Proactively identify and lead new analysis that drives additional insights into business performance and opportunities
- Partner with finance leaders and their teams, as well as other internal stakeholders
- Provide management and business clients with project statuses
- Work closely with the finance team to help identify areas and processes for driving efficiencies
- React to ad-hoc requests and special projects
- Manage, prioritize, and delegate tasks independently
- Perform financial data analysis in preparing financial statements and build reports for higher level associates
- Challenge existing processes to be more proactive, effective, and efficient
- Articulate outcomes of analysis and relevant insights
- Develop presentations to communicate business and analysis results to senior audiences
- Foster trusted business relationships
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What are the basic qualifications for the Principal Financial Analyst role?
Candidates need a Bachelor’s Degree or military experience, plus at least 3 years of experience in financial analysis, financial modeling, or a combination.
What preferred qualifications are listed for this position?
Preferred qualifications include a Bachelor’s degree in a quantitative field like Finance, Accounting, Economics, Mathematics, or Engineering; an MBA or Master’s in Finance; CFA or CPA license; and 5+ years of experience.
What key skills are required for this financial analyst position?
The role requires strong communication, problem solving, strategic thinking, and influencing skills, including articulating analysis outcomes, developing presentations for senior audiences, and fostering trusted business relationships.
Is the salary or compensation specified for this role?
This information is not specified in the job description.
What is the work arrangement or location policy for this position?
This information is not specified in the job description.
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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