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Principal Associate, Financial Planning & Analytics

United States, Houston 109900.00 - 125400.00 USD / Year · Job Posted March 21, 2026
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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

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