Full-Time

Sr. Associate

Financial Analyst, Bank Tech Finance

Confirmed live in the last 24 hours

Capital One

Capital One

10,001+ employees

Offers diverse financial products and services

Compensation Overview

$86k - $107.9k/yr

+ Performance-based Incentive Compensation + Cash Bonuses + Long-term Incentives

Mid

No H1B Sponsorship

McLean, VA, USA + 1 more

More locations: Richmond, VA, USA

Candidates must be based in either Richmond, VA or McLean, VA.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Strong analytical, problem-solving, and critical thinking skills.
  • Exceptional communication and influencing abilities to articulate financial insights and strategies to senior stakeholders.
  • Proficiency in managing large data sets, conducting variance analyses, and creating executive-ready presentations.
  • Proven ability to work collaboratively across diverse teams and manage competing priorities effectively.
  • Experience in financial reporting, P&L management, and forecasting.
Responsibilities
  • Manage budget and expense forecasting for key technology initiatives.
  • Collaborate with stakeholders to maintain alignment with strategic goals and minimize variances.
  • Build and present executive-level reports to communicate financial results and forecast insights.
  • Conduct detailed financial analyses to evaluate trends, impacts, and opportunities.
  • Develop compelling narratives to contextualize financial outcomes within business priorities.
  • Serve as a strategic advisor to business and technology leaders, leveraging financial insights to influence actions and outcomes.
  • Build and maintain strong partnerships across business units to support strategic updates and financial goals.
  • Proactively challenge current processes to drive efficiency, effectiveness, and innovation.
  • Support special projects, delivering actionable insights and recommendations.
  • Partner with cross-functional teams to tell the story behind data, diagnose results, and support strategic initiatives.
Desired Qualifications
  • Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
  • 3+ years’ experience in financial analysis
  • 3+ years’ experience with financial modeling
  • Experience in Microsoft Excel and Microsoft PowerPoint

Capital One provides a range 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 ensure that everyone has access to the financial system and to empower customers with the knowledge they need to make informed financial decisions.

Company Size

10,001+

Company Stage

IPO

Headquarters

McLean, Virginia

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Muse solution won 'Point of Sale Innovation Award', boosting Capital One's market reputation.
  • AI-powered Chat Concierge enhances customer experience, potentially increasing customer satisfaction.
  • Proposed Discover acquisition could expand Capital One's market reach and product offerings.

What critics are saying

  • Class-action lawsuit over affiliate marketing commissions may harm Capital One's reputation.
  • AI-powered Chat Concierge could face data privacy and customer trust challenges.
  • Proposed Discover acquisition may encounter regulatory scrutiny, delaying the merger process.

What makes Capital One unique

  • Capital One's Muse solution integrates NFC technology for enhanced car dealership operations.
  • AI-powered Chat Concierge streamlines car-buying, improving customer service and decision-making.
  • Capital One's Lifestyle Collection democratizes luxury travel benefits without elite status requirements.

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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

Company News

Long Island Business News
Mar 21st, 2025
Hospital system eyeing purchase of Canon's Melville headquarters

Capital One, which purchased the 199,000-square-foot building on 19 acres at 1307 Walt Whitman Road for $25 million in 2016, relocated its offices to Jericho.

GlobeNewswire
Mar 19th, 2025
Capital One'S Muse Wins "Point Of Sale Innovation Award" In

LOS ANGELES, March 19, 2025 (GLOBE NEWSWIRE) -- FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market, today announced that Capital One has been selected as winner of the “Point of Sale Innovation Award” in the 9th annual FinTech Breakthrough Awards program, recognizing the breakthrough Muse solution, a Capital One Navigator product and digital sales tool. What is Capital One’s Muse Muse enables car dealers to prospect and connect with leads anywhere using state of the art, tap-to-scan technology, expanding a car dealership’s digital footprint into the physical world. All car dealership associates, including sales teams and receptionists, can receive a Muse card — a premium, physical NFC card that can be used anytime. How Does Capital One’s Muse Card Work When the Muse card is tapped to a customer’s phone, it links directly to the salesperson’s online profile where the customer can view dealer inventory and pricing, as well as pre-qualification options that don’t impact their credit score. Customers can also save the salesperson’s contact information. The lead is attributed directly to the salesperson once the customer consents to submit their information

MarketBeat
Feb 27th, 2025
Wealthstream Advisors Inc. Invests $287,000 in Capital One Financial Co. (NYSE:COF)

Wealthstream Advisors Inc. invests $287,000 in Capital One Financial Co. (NYSE:COF).

First Class Travel Now
Feb 26th, 2025
Capital One's new transfer bonus to JetBlue

But now, Capital One has launched a transfer bonus that can give you an extra 5,000 TrueBlue points upon your first transfer.

Business Wire
Feb 25th, 2025
Corpay® Upsizes Credit Facility by $750 million

Corpay, Inc. (NYSE: CPAY), a global S&P 500 corporate payments company today announced that it successfully closed on an amendment to its Term Loa