Senior Associate, Financial Analysis - Enterprise Product & Experience (EPX) at Capital One

McLean, Virginia, United States

Capital One Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
NoVisa
Financial Services, BankingIndustries

Requirements

  • Bachelor’s Degree or military experience
  • At least 2 years of experience in financial analysis
  • At least 2 years of experience with financial modeling
  • 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
  • At least 3 years of experience in financial analysis
  • At least 3 years of experience with financial modeling
  • Experience in Microsoft Excel and Microsoft PowerPoint

Responsibilities

  • Support the EPX finance team agenda and drive outcomes that have a big impact
  • Be a strategic advisor to the EPX organization and integrate into the leadership team for the specific areas supported
  • ‘Tell the story’ of financial results and forecasts within the context of business priorities
  • Build relationships across the organization in order to deliver on EPX's agenda
  • Leverage financial insights to influence actions and results
  • Communicate analytic insights through clear, high impact, “executive-ready” presentations
  • Analyze current financial results, socialize drivers/impact, and provide recommendations based on the results

Skills

Key technologies and capabilities for this role

Financial AnalysisFinancial ModelingMicrosoft ExcelMicrosoft PowerPointForecastingStrategic Analysis

Questions & Answers

Common questions about this position

What is the salary range for this Senior Associate role?

The salary ranges are $94,600 - $107,900 in McLean, VA and $86,000 - $98,200 in Richmond, VA for Sr. Financial Analyst. Candidates in other locations will be subject to the pay range for that location, and the role is eligible for performance-based incentive compensation including cash bonuses and/or long-term incentives.

Is this position remote or does it require working in a specific location?

This information is not specified in the job description. Salary ranges are provided for specific locations like McLean, VA and Richmond, VA, with other locations subject to local pay ranges.

What are the required qualifications for this role?

Candidates need a Bachelor’s Degree or military experience, at least 2 years of experience in financial analysis, and at least 2 years of experience with financial modeling.

What skills or experiences are preferred for this position?

Preferred qualifications include a Master’s Degree in Business Administration (MBA) or Finance, CFA or CPA license, at least 3 years in financial analysis and modeling, and experience in Microsoft Excel and PowerPoint.

What kind of work environment or team culture can I expect in this role?

The role involves joining the EPX Finance team as a strong communicator and problem solver, supporting EPX leaders, building relationships across the organization, and working collaboratively to deliver on strategic agendas with executive-level communication.

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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