CrawlJobs Logo

Principal Associate, Financial Planning & Analytics

capitalone.com Logo

Capital One

Location Icon

Location:
United States , Houston

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

109900.00 - 125400.00 USD / Year

Job Description:

We are seeking a strategically minded leader, analyst, and top notch problem solver for the PULSE Network organization. A successful candidate will possess a focus on teamwork and building long-term trusted partnerships, both within the team and beyond. Strong interpersonal skills, poise, a sense of humor, and a willingness to roll up one's sleeves and tackle diverse challenges as they come are invaluable in this role.

Job Responsibility:

  • Executive communication: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills
  • Learning Agility: Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment
  • Clear results orientation: Display an intense focus on achieving both short and long term goals. Be able to drive and execute an agenda in an uncertain and fluid environment
  • Inventive and thorough problem solving: Ability to provide structure to an ambiguous problem, thoughtfully and thoroughly research, and draw insightful conclusions
  • Foster a collaborative culture: Champion our culture to enable all associates to deliver career-defining successes and exceed our goals in an open and welcoming environment. Lean in as appropriate to support partners and peers in driving the highest business priorities
  • Develop profitability analysis and discounted cash flow projections in support of deal flow and network participant negotiations
  • Provide business partners with strategic, financially-supported advice for customer pricing and investment decisions
  • Evaluate PULSE’s customer portfolio and broader economic trends in order to recommend opportunities for strategic growth
  • Determine how to effectively leverage Capital One’s data and technology infrastructure to differentiate ourselves in particular markets or business segments

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:

  • 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’ of experience in financial analysis
  • 5+ years’ of experience with financial modeling
  • Experience in Microsoft Excel and Microsoft PowerPoint or Google Suite
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 21, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Principal Associate, Financial Planning & Analytics

Director, Global Indian Team Lead, Private Bank

Join Relationship Management, to build and maintain relationships with customers...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
  • Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
  • Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
  • Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
  • Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
  • Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
  • Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
  • Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
  • Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
  • To manage a business function, providing significant input to function wide strategic initiatives
Job Responsibility
Job Responsibility
  • Establish and nurture profitable partnerships with both corporate and individual clients
  • Be the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success
What we offer
What we offer
  • Structured approach to hybrid working
  • Supportive and inclusive culture and environment
  • Commitment to providing a supportive and inclusive culture and environment
  • Office is carefully designed to optimise the well-being of our colleagues
  • Integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area
  • Fulltime
Read More
Arrow Right

Executive director prospect development

The Executive Director (ED) oversees prospect management and prospect research a...
Location
Location
United States of America , Rochester
Salary
Salary:
96860.00 - 145290.00 USD / Year
urmc.rochester.edu Logo
University of Rochester
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • Advanced degree preferred
  • A minimum of 8 years of related experience, particularly in advancement research, development, fundraising, or financial analysis required
  • or equivalent combination of education and experience
  • Previous management experience required.
  • Strong staff management, team building, and training skills.
  • Proven ability to interact with varied constituencies in a professional manner.
  • Ability to set priorities and manage several projects simultaneously and exercise critical thinking skills to determine the best use of resources for reaching goals to support the University’s mission.
  • Excellent analytical, interpersonal, and communication skills, including strong written and verbal skills preferred.
  • Must understand the need to maintain the confidentiality of donor and prospect information.
Job Responsibility
Job Responsibility
  • Develop and implement best practices for research to foster an innovative, creative, cutting-edge, and results oriented research enterprise.
  • Oversee the identification of new high-capacity prospects, and volunteer leaders through proactive research projects.
  • Oversee strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.
  • Actively identify new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.
  • Work closely with the Fundraisers and Development Events team to develop solicitation strategies.
  • Partner with the data analytics to implement a plan for identifying new and emerging prospects specific to the Institute’s current and future fundraising goals and priorities.
  • Ensure proper system and data maintenance are in place to support the fundraising efforts of Advancement.
  • Provide effective leadership of the Prospect Management and Research team to help ensure successful fundraising efforts.
  • Develop, implement, and maintain a prospect management program that ensures the placement of high-quality prospects in dynamic major gift officer portfolios.
  • Ensure that all research requests are completed accurately and in a timely manner.
  • Fulltime
Read More
Arrow Right

Controller

Location
Location
United States , Tappan
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in accounting, finance or equivalent
  • Minimum 5-7 years related experience
  • experience in manufacturing a plus
  • Proficient in Excel, Sage and other accounting software
  • Strong leadership and managerial abilities
  • solid technical accounting abilities
  • experience with financial reporting
  • Strong math, analytical and data entry skills
  • Good communication (verbal, writing, listening) skills
  • Composed, polished and present a professional manner
Job Responsibility
Job Responsibility
  • Oversee the operations of the accounting department so as to achieve the department’s goals and objectives
  • supervise accounting personnel
  • Maintain documented system of accounting policies and procedures
  • maintain a system of controls over accounting transactions
  • Manage debt and bank financing for future expansion borrowings with applicable bank reporting requirements
  • Administer the 401(k) plan and be responsible for the transmittal of weekly 401(K) plan contributions, year-end reporting, 3% safe harbor calculations/annual contribution, 401(k) loans, annual plan review, etc
  • Participate in the team effort for new production line purchase and office construction
  • act as NYS Grant Liaison
  • Handle insurance policy annual renewals – general liability, workers compensation, umbrella, auto, property, etc.
  • maintain appropriate coverages/cost containment, etc
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training
Read More
Arrow Right

Principal Associate, Card Agile Accounting

We are seeking a highly motivated accountant to join the Controllers Group as a ...
Location
Location
United States , Richmond; Wilmington; McLean
Salary
Salary:
109900.00 - 137900.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree or military experience
  • At least 3 years of experience driving projects in accounting, external financial reporting, audit, finance, or a combination
Job Responsibility
Job Responsibility
  • Serve as the main point of contact and own various projects in pipeline from the planning phase through delivery and stabilization
  • Lead and assist in the development, testing and implementation of project requirements
  • Collaborate with several teams across the organization on the Enterprise Wide Initiative payments initiatives and Branded Card programs
  • Facilitate the consistent use of the Agile methodology for delivering projects
  • Present results, findings, risks and recommendations to leadership and stakeholders
  • Contribute to Process Improvement through project development and knowledge sharing with a well governed mindset
  • Participate in key corporate projects such as technology and data transformation, process improvement, and business initiatives
  • Collaborate with internal and external partners to resolve issues and stay connected on process or product changes
  • Demonstrate ability to maintain effectiveness in constantly changing environment
  • Ability to apply integrative thinking in complex situations, identify issues and propose solutions
What we offer
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
  • Fulltime
Read More
Arrow Right

Principal Auditor

Capital One’s Audit function is a dedicated group of professionals focused on de...
Location
Location
United States , Charlotte; Chicago; Richmond; McLean; Plano; New York; Riverwoods
Salary
Salary:
106700.00 - 146100.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree or military experience
  • At least 3 year of experience in auditing, Anti-Money Laundering, Fraud or Sanctions, or a combination
Job Responsibility
Job Responsibility
  • Participate in major components of business units and lead small to medium size BSA / AML, Sanctions, and Fraud Compliance audits
  • Perform risk assessments of business activities and perform relevant testing based on the risks and processes associated with the area being audited
  • Assist in communicating issues, risks and recommendations to all levels of management
  • Operate independently and ensure work is completed to schedule and meets our high-quality standards
  • Develop and maintain strong and effective working relationships with key business partners and the extended Audit group
  • Leverage available data and analytical tools during the planning and fieldwork phases of audit delivery
  • Proactively follow-up on agreed audit actions to ensure management delivers their commitments within the agreed timescales
  • Proactively seek out learning opportunities to enhance skills and competencies related to role
What we offer
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
  • Fulltime
Read More
Arrow Right

Oncology Research Nursing Professional

The Oncology Research Nursing Professional (ORNP) –is a Registered Nurse (RN) wh...
Location
Location
United States of America , Palo Alto
Salary
Salary:
83.98 - 111.27 USD / Hour
stanfordhealthcare.org Logo
Stanford Health Care
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BSN or higher-level nursing degree required
  • 5 plus years nursing experience required OR 3+ years in an oncology research nurse role required
  • 2 or more years of experience in oncology
  • California Registered Nurse (RN) license
  • American Heart Association Basic Life Support (BLS) certification
  • Ability to communicate vetted information at all levels of the organization
  • Ability to be highly- and multi- task focused while managing multiple tasks and projects simultaneously across various platforms
  • Ability to understand information flow and solve problems under pressure
  • Ability to manage conflict resolution
  • Ability to adapt and troubleshoot in a unique and quickly changing, fast-paced environment
Job Responsibility
Job Responsibility
  • Collaborates with the investigator and serves as lead on study patient screening, eligibility determination and enrollment assessments on assigned clinical trials
  • Uses independent judgement to assess, identify, and prioritize clinical information to physician, NP, PA and other clinicians for patients who are being evaluated and/or enrolled in a clinical trial
  • Assesses and documents signs and symptoms of illness, reactions to treatment, changes in physical or psychological condition and general appearance in accordance with the research protocol
  • Manage patient/family phone calls – collaborating with MD, NP and/or PA as needed to obtain orders for the management of the patient
  • Manages and communicates all aspects of care as defined by the research protocol with the physician and other health care professionals and research team members
  • Collaborates with CRC to assure that therapeutic clinical trial flag is placed on the patient during active treatment
  • Plans, coordinates, and completes randomization (if applicable), patient assessments (toxicity assessment, diagnostic tests, and questionnaires), treatments and follow up care according to the defined protocol treatment plan
  • Manages the consent process to ensure it is performed in compliance with institutional, FDA, IRB, clinical trial sponsor and other applicable regulations
  • Oversees and participates in the education of the patient regarding the clinical trial
  • Alerts principal investigator of any concerns raised by the patient during the informed consent process
  • Fulltime
Read More
Arrow Right

Regional Dealer Contact Zone Manager – Chevrolet

The Regional Dealer Contact Zone Manager serves as a pivotal field leader for Ch...
Location
Location
United States , Alpharetta, Georgia
Salary
Salary:
Not provided
gm.com Logo
General Motors
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s Degree required
  • MBA preferred
  • 4+ years of automotive dealership operations experience (sales & service)
  • Prior dealer contact experience required
  • Must hold a valid driver’s license
  • Robust analytical capability
  • ability to interpret data and drive actionable insights
  • Proficiency with data analysis, reporting tools, dealership systems, and Microsoft Office
  • Proven track record leading teams that engage directly with automotive dealers
  • Ability to lead and motivate field teams toward shared sales and profitability goals
Job Responsibility
Job Responsibility
  • Provide vision, direction, and leadership to achieve maximum sales growth, market share expansion, and dealer profitability within the zone
  • Drive the zone’s retail sales objectives, ensuring alignment with Chevrolet’s strategic priorities and brand standards
  • Build, sustain, and strengthen relationships with dealership principals, executive leaders, and key personnel
  • Lead, coach, and develop a team of four RDC DSMs, fostering a high performance culture built on accountability, collaboration, and continuous improvement
  • Deliver ongoing training and development to elevate field capability and sales excellence across the zone
  • Establish and execute zone level plans to expand the customer base, strengthen dealer throughput, and accelerate retail growth
  • Analyze market conditions, competitive activity, and dealer performance to inform targeted action plans
  • Oversee dealer network strategy within the zone, including monitoring performance, supporting network initiatives, and ensuring brand compliance
  • Manage regional inventory planning and develop effective consensus coverage strategies to optimize availability and mix
  • Design and deploy zone level new vehicle incentive strategies to support monthly and quarterly sales targets
What we offer
What we offer
  • Relocation benefits may be eligible
  • Company vehicle provided
  • Fulltime
Read More
Arrow Right
New

Field Service Engineer

The sector of Customer Support (CS) in HMI is responsible for the maintenance, r...
Location
Location
Japan , Yokkaichi
Salary
Salary:
Not provided
asml.com Logo
ASML
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Preferably experience with Semiconductor tool/equipment or complex mechatronics systems (Aerospace, Robotics, Factory Automation, Actuators, Motion control or industries with related technologies)
  • Minimum 2 years experience as service maintenance engineer for electrical/mechanical products/machine/process
  • Candidate who studied in Electrical or mechanical faculty and have enthusiasm to be engineer may be considered even if s/he does not have experience as engineer above
  • Native level Japanese skill is required
  • Fundamental English skill is preferred (around TOEIC 500).If not, motivation to learn English and increase TOEIC score in first year on the job is required
  • Self-motivated and flexibility
  • Pragmatic attitude, motivated, pro-active, self-driven and flexible
  • High sense of responsibility and devotion
  • Good team player who is committed to the success of ASML
  • Strong analytical ability and focus on problem solving
Job Responsibility
Job Responsibility
  • Problem analysis and approach
  • Problem handovers and routing
  • Repairs
  • Procedures
  • Training / advice
  • Installation
  • Knowledge build-up and transfer
  • Coaching
  • Continuous improvement
  • Coordination and customer interaction
  • Fulltime
Read More
Arrow Right