Principal Associate enhancing Debit Card issuance process at Capital One. Managing partnerships to improve efficiency and compliance in debit card operations while traveling occasionally to meet vendors.
About the role
- Lead in Finance Operations responsible for P&L analysis and revenue management. Partnering with sales and business teams to ensure accuracy and operational discipline.
Responsibilities
- Perform detailed P&L analysis to ensure accuracy of revenue and margins; identify risks, gaps, and opportunities for improvement.
- Conduct pyramid analysis, billable utilization, and revenue acceleration tracking to support business performance.
- Monitor margin achievement and provide actionable insights to leadership for improvement.
- Support deal process governance including pricing, margin approvals, escalations, and commercial reviews.
- Partner with sales and business teams on pipeline management to ensure accuracy of forecasts and interlocks with finance.
- Manage revenue recognition processes, ensuring compliance with accounting standards and company policies.
- Collaborate with market/business stakeholders to drive accountability for revenue, margins, and utilization metrics.
- Provide financial insights and recommendations during account reviews, pipeline discussions, and margin analysis meetings.
- Support ad-hoc analysis, reporting, and presentations for leadership.
- Ensure adherence to internal controls, company policies, and revenue recognition principles.
- Assist in audits and provide accurate documentation when required.
Requirements
- Bachelor’s degree in Finance, Accounting, or Commerce;
- 5–8 years of relevant experience in Finance Operations, Business Finance, or Corporate FP&A.
- Strong knowledge of P&L management, revenue recognition, and margin analysis.
- Proficiency in Excel, financial modeling.
- Strong stakeholder management and communication skills.
- Ability to work independently, handle multiple priorities, and meet deadlines in a fast-paced environment.
Job title
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OT
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