CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
About the role
- Principal Financial Analyst supporting the Payments organization at Capital One. Developing budgets, forecasts, and financial analyses while collaborating with business leaders.
Responsibilities
- Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
- Develop financial models and analyses to support growth of the business and strategic initiatives
- Develop profitability analyses and projections for marketing and customer segments
- Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
- Analyze complex financial information and reports to support accurate and timely financial recommendations
- to management for decision making purposes
- Prepare monthly, quarterly and annual Reporting and Analysis
- Identify industry trends and insights pertaining to competitor’s strategies and/or relative financial performance (e.g. peer benchmarking)
- Analyze customer behaviors and product profitability trends to understand financial behaviors
- Implement and work with Business Intelligence Tools and Dashboard reports
Requirements
- Bachelor’s Degree or military experience
- At least 4 years of experience in financial analysis
- Masters Degree in Business Administration (MBA), Accounting, Finance, or Economics (preferred)
- Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license (preferred)
- At least 5 years of experience in financial analysis and financial modeling (preferred)
- At least 3 years of experience using SQL, Python, or a combination (preferred)
- At least 3 years of experience in financial services, banking or technology industries (preferred)
- At least 3 years of experience partnering with senior leaders and internal stakeholders (preferred)
Benefits
- Comprehensive health benefits
- Performance based incentive compensation including cash bonus(es)
- Competitive salary
- Inclusive benefits that support total well-being
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