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Principal Associate, Financial Planning & Analysis

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Capital One

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Location:
United States , Houston

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Category:
Finance

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Contract Type:
Not provided

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Salary:

109900.00 - 125400.00 USD / Year
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Job Description:

Capital One is seeking a motivated professional for a Principal Associate position for the PULSE Network organization in the Global Payment Network (GPN) Finance team. The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leadership. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team including GPN Finance CFO.

Job Responsibility:

  • Planning for PULSE Revenue and Volume
  • Deliver accurate, meaningful, and efficient financial forecasts and management reporting
  • Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management
  • Coordinate and collect input data from Business and Financial Analysts
  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences
  • Ad-hoc requests and special projects

Requirements:

  • Bachelor’s Degree or military experience
  • At least 4 years of experience in financial analysis
  • At least 4 years of experience with financial modeling

Nice to have:

  • Bachelor’s Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering, or a combination)
  • Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
  • 5+ years’ experience in financial analysis
  • 5+ years’ experience with financial modeling
  • Strong Microsoft Excel and PowerPoint skills
  • Previous experience with Anaplan and OneStream
What we offer:
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
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