Associate Financial Planner Jobs in Houston, TX (NOW HIRING)

Principal Associate, Financial Planning & Analysis
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.
As a Principal Finance Associate, you will have the opportunity to partner with Finance leads and Global Payment Network business partners on driving strategic business direction that leads to sustainable performance. You will also be asked to challenge our current processes to be more proactive, effective and efficient. This role is within the PULSE Line of Business Finance Organization and will report to the Senior Manager, PULSE FP&A. An ideal candidate will possess:

• Strong communication and influencing skills
• Analytical curiosity and problem solving skills
• Ability to independently manage and prioritize tasks
• Teamwork and a willingness to share knowledge/help others on the team when challenges arise
• Passion to learn and continuously develop traditional FP&A skills as well as technical skills (i.e. Advanced Excel, Anaplan, OneStream, Tableau, and Python)

Key Responsibilities:

• Planning for PULSE Revenue and Volume
• Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help our partners deliver on their financial objectives
• 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 in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
• Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
• Ad-hoc requests and special projects

Example Projects:

• Collaborating with business partners in Sales and Product Management to develop monthly forecasts of PULSE volume and rates to support appropriate and timely decision making, and ensuring forecasts are appropriately loaded into planning systems for consolidation with Corporate Finance
• Analyzing and reporting on causes of variances between forecasts, and between actual results and forecast
• Evaluate PULSE's customer portfolio and broader economic trends in order to recommend opportunities for strategic growth
• Produce executive-level reporting of PULSE financial performance and projections, including deeper analysis of segment performance, especially for Capital One's debit card volume
• Supporting the CCAR process with stress-testing of forecasts and related reporting
• Collaborating with Operations on any changes to system-based volume or revenue reporting
• Communicate strategic vision and outcomes to members of PULSE's executive leadership team

Basic Qualifications:

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

Preferred 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
• 5+ years' experience in financial analysis
• 5+ years' experience with financial modeling
• Strong Microsoft Excel and PowerPoint skills
• Previous experience with Anaplan and OneStream

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Houston, TX: $109,900 - $125,400 for Principal Financial Analyst
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).