
Principal Associate, Financial Planning & Analysis
We are looking for an experienced and results-oriented individual to join our team as a Principal Associate, Financial Planning & Analysis at Capital One. The successful candidate will be responsible for providing financial planning and analysis support to the organization by applying their expertise to analyze and interpret financial and operational performance.The ideal candidate must have strong analytical and problem-solving skills, excellent communication, and the ability to work across multiple departments. They must also possess a detailed understanding of financial statements, budgeting, forecasting, modeling, and other financial analysis techniques. The successful candidate will be a highly organized individual who is able to prioritize effectively and manage multiple tasks in a fast-paced environment.If you think you have what it takes, we’d love to hear from you!
Responsibilities:
- Analyze and interpret financial and operational performance
- Develop and implement financial models and analysis methods to support the organization
- Prepare financial reports to support decision making
- Develop and maintain budgeting and forecasting models
- Monitor financial trends and develop strategies to maximize profitability
- Provide support to stakeholders to ensure accuracy of financial data
- Perform financial analysis to identify cost savings opportunities
- Collaborate with other departments to identify and implement process improvements
- Assist in the preparation of presentations and other materials for executive management
- Develop and maintain financial dashboards and reports
Ability To Work Effectively With Cross-Functional Teams
Excellent Communication And Organizational Skills
Strong Financial Analysis And Forecasting Skills
Knowledge Of Financial Planning And Analysis Processes
Working Knowledge Of Financial Principles And Practices
Creative Problem-Solving Abilities
Experience With Financial Planning Software
Ability To Develop And Maintain Effective Relationships With Internal And External Stakeholders
Budgeting
Financial Reporting
Strategic Planning
Communication
Problem Solving
Forecasting
Excel
Leadership
Financial Modeling
Presentation
Analytics
Process optimization
Collaboration
Stakeholder management
Decision-Making
Communication
Leadership
Negotiation
Time management
Interpersonal Skills
creativity
Organization
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Principal Associate, Financial Planning & Analysis in New York, NY, USA is between $80,000 and $125,000 per year. This salary range can vary based on experience, company size, and other factors.
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Capital One Financial Corporation is an American bank holding company specializing in credit cards, auto loans, banking, and savings accounts, headquartered in McLean, Virginia. Capital One is ranked 11th on the list of largest banks in the United States by assets.

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