Principal Financial Analyst

Oliver Evans (18222), United States of America, Wilmington, Delaware

Principal Financial Analyst

TITLE:           Principal Financial Analyst

LEVEL:          Principal Associate  


Analyze and forecast financial performance, management reports, products and processes as well as apply advanced forecasting techniques to key value driver forecasts. Develop and build forecasting models, research financial and economic trends for specific projects, and provide technical solutions for business analysis. Develop cost models to be used in individual area analysis. Forecast important business variables, generate monthly/quarterly business reviews, analyze both historical and forecasting results, and make business recommendations. Develop methodologies and processes that provide transparency of costs and cost drivers to recipient businesses, and analyze current financial results to identify and address evolving business issues and opportunities. Provide management and business clients with project statuses. Perform reporting and analysis to support presentation and ad-hoc requests.  

Roles require strong communication, problem solving, strategic thinking, and influencing skills in order to effectively:

- Articulate outcomes of analysis and relevant insights

- Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization

- Develop presentations to communicate business and analysis results to senior leadership audiences  


- Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process

- Budgeting, forecasting, and Profit & Loss (P&L) management

- 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

- Independently manage and prioritize workload

Basic Qualifications:

- Bachelor’s Degree or military experience

- At least 3 years’ experience in financial analysis

- At least 3 years’ experience with financial modeling

- Proficiency with Microsoft Excel and PowerPoint  

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

- 4+ years’ experience in financial analysis

- 4+ years’ experience with financial modeling

At this time, Capital One will not sponsor a new applicant for employment authorization for this position. 

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