Sr. Associate, Financial Analysis - Commercial Bank Finance at Capital One

McLean, Virginia, United States

Capital One Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Bachelor’s Degree or military experience
  • At least 2 years’ experience in financial analysis
  • At least 2 years’ experience with financial modeling
  • Preferred: Master’s Degree in Business Administration (MBA), Accounting, Finance, or Economics
  • Preferred: Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
  • Preferred: 3+ years of experience using Microsoft Office, Google Suite, or a combination
  • Preferred: 3+ years experience in financial analysis
  • Preferred: 3+ years experience with financial modeling
  • Preferred: 2+ years of experience partnering with internal stakeholders
  • Preferred: 2+ years of experience using SQL

Responsibilities

  • Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
  • Calculate the financial impacts of strategic decisions from business partners
  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
  • Ad-hoc requests and special projects
  • Independently manage and prioritize workload
  • Perform financial data analysis in preparing Profit & Loss or other statements
  • Frequently create reports for higher level associates
  • Provide management and business clients with project statuses
  • Perform reporting and analysis to support presentation and ad-hoc requests

Skills

Key technologies and capabilities for this role

Financial AnalysisBudgetingForecastingVariance AnalysisFinancial ReportingP&L ManagementData AnalysisBusiness Presentations

Questions & Answers

Common questions about this position

What is the salary range for this position?

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 Senior Financial Analyst role?

The basic qualifications include a Bachelor’s Degree or military experience, at least 2 years’ experience in financial analysis, and at least 2 years’ experience with financial modeling.

What preferred qualifications will make me stand out for this role?

Preferred qualifications include a Master’s Degree in Business Administration (MBA), Accounting, Finance, or Economics, Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license, 3+ years of experience using Microsoft Office, Google Suite, or a combination, 3+ years experience in financial analysis, 3+ years experience with financial modeling, 2+ years of experience partnering with internal stakeholders, and 2+ years of experience using SQL.

What skills are essential to succeed in this financial analyst position?

The role requires strong communication, problem solving, strategic thinking, and influencing skills to conduct analysis, develop presentations, and foster trusted business partnerships.

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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