Principal Associate, Financial Planning & Analysis

Capital One Financial

Confirmed live yesterday High trust

Quick summary

Work type: On-site
Location: Plano, TX
Salary: $109,900–$125,400 / yr
Posted: 9 days ago
Freshness: Confirmed live yesterday
Nearby: 99+ roles within 25 mi

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $153k

This role $118k

$101k most similar roles pay here $194k

This role pays less than 83% of similar roles. Most pay $123,750–$182,500 — the shaded band above. At the midpoint, this role pays about $118k versus about $153k for comparable roles.

Based on 240 similar postings.

Employer

About Capital One Financial

Capital One Financial is a bank holding company specializing in credit cards, auto loans, banking, and savings products, known for its data-driven approach to consumer and commercial finance. Industry: Financial Services & Banking

Capital One Financial currently has 998 open roles on FindRole.

Listed pay typically runs $197,300–$225,100 across 992 roles with salary data.

Most-posted roles

View all roles at Capital One Financial

At a glance

TL;DR · Principal Associate, Financial Planning & Analysis

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Principal Associate, Financial Planning & Analysis - Financial Services joins the Financial Services division to drive strategic business direction through advanced financial analysis. This role involves designing robust analytical frameworks, performing deep-dive portfolio diagnostics, and translating complex financial models into compelling narratives for senior leadership. The individual will act as a strategic partner to business leaders, quantifying the financial implications of various initiatives and running P&L sensitivities to provide actionable intelligence. Day-to-day responsibilities include managing complex deliverables under strict regulatory timelines and mentoring junior analysts to elevate technical standards. To succeed, candidates must possess strong problem-solving skills and proficiency in SQL, Python, and modern data visualization tools like Tableau or QuickSight, along with familiarity with emerging AI tooling. The role focuses on solving financial challenges within the auto finance industry by identifying trends that impact long-term trajectory.

Skills

Financial Modeling SQL Python Tableau QuickSight Data Visualization Analytical Frameworks

What you'll do

Build analytical frameworks and conduct deep-dive portfolio diagnostics to uncover customer trends and P&L impacts.
Translate complex financial models into clear, data-driven narratives for senior leadership presentations.
Quantify the financial implications of business initiatives to help leaders optimize performance.
Run complex P&L sensitivities using modeling infrastructure to provide actionable intelligence for decision-making.
Convert ambiguous requests and ad-hoc questions into structured methodologies and project plans under tight deadlines.
Manage large bodies of analytical work while navigating strict regulatory and business timelines.
Mentor junior analysts and serve as a technical sounding board to raise the team's analytical bar.

What we're looking for

Must have a Bachelor's Degree or equivalent military experience.
Must have at least 3 years of experience in financial analysis, financial modeling, or a combination of both.
Preferred candidates hold an MBA or a Master’s Degree in Finance.
Preferred candidates hold a CFA designation or a CPA license.
Preferred candidates have 6+ years of experience in financial analysis or financial modeling.
Proficiency in SQL and Python is preferred for analytical rigor.
Experience with modern data visualization tools like Tableau or QuickSight is preferred.
Familiarity with emerging AI tooling to drive business insights is preferred.

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