• Principal Financial Analyst - United Income Jobs in United States Of America - 25673265

  • United States Of America, Usa
  • Save Job
  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

At Capital One, were building a leading information-based technology company Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking We measure our efforts by the success our customers enjoy and the advocacy they exhibit We are succeeding because they are succeeding

Guided by our shared values, we thrive in an environment where collaboration and openness are valued We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results We elevate each other and obsess about doing the right thing Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams Together, we are on a quest to change banking for good

Principal Financial Analyst - United Income

Principal Financial Analyst

About United Income

United Income is a financial technology company, headquartered in Washington, DC, that was recently acquired by Capital One We combine the latest technology with time-tested wisdom to better understand the interconnectedness of our financial lives, allowing us to lower clients taxes, boost retirement benefits, and improve the quality of investment management

As of October 2019, we have over $800 million of assets under management, 99 percent client retention, and 88 percent of clients have had their fees reduced (since our technology lowers our operating costs, which we share with our clients) Weve attracted over 200 media stories about the companys wealth-building innovations and thought leadership, including a Forbes article that said we have an all-star team We are united in our mission to use new technology to increase the financial potential of our customers in ways that have not been possible in the past

Thats where you come in We want the best and the brightest Work is more fun when you know that youre surrounded by people who are as dedicated as you are

Our goals are simple

Create the best financial planning and money management solution in the world;

Create a culture that is ambitious, fun, smart, and attracts and retains the best talent in each of our major areas of business;

Meaningfully and measurably improve the financial lives of aging households

Interest piqued Read on


This role offers a unique opportunity to be part of a very small FP&A team You will be expected to manage the profitability and financial performance of UIs core business, and conduct research and data analysis into other potential business opportunities This associate will support various aspects of P&L management, including Outlooks, Long-term Financial Planning, Annual Budget, Variance Analysis, Historical Vintage Valuations and other finance valuation assumptions In addition, the associate will lead the preparation of MBRs and other reporting efforts


Prepare Monthly Business Review slides for senior leadership

Analyze current and past financial data and performance

Maintain budget and forecast in internal company systems

Report on actual vs budget providing detailed variance explanations

Help manage satellite office spending

Develop financial models and forecasts

Develop initiatives and policies that may improve financial growth

Conduct granular analysis across lines of business and report on profitability per unit

Assist in due diligence for potential M&A opportunities

Conduct company, industry, and market research on new business opportunities within wealth management

Basic Qualifications

- Bachelors Degree in Finance

- At least 2 years experience in finance

Preferred Qualifications

- Masters Degree in Business Administration (MBA) or Masters Degree in Finance

- 1-3 years of experience in Investment Banking

- 1-3 years of experience in Management Consulting

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

No agencies please Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law 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 Citys Fair Chance Act; Philadelphias 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 RecruitingAccommodationcapitalonecom 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 Ones recruiting process, please send an email to Careerscapitalonecom

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)

Back To Search Results

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Others - other Industry
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 15th Jul 2020

Key Skills:

Taking these free online tutorials can help you get your next job

People who search this job also searched for the following Keywords

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2020 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status