Principal Finance Specialist (Financial Planning & Analysis) at Capital One

Financial Planning & Analysis (FP&A)

Summary:

• Leads a team of professionals in managing the annual budget planning, quarterly outlook regrounding, monthly reporting, cost simulation and other ad hoc tasks. Heavily, engages with stakeholders across different functions within and outside of C1PH to drive business growth and support sitewide initiatives

General Responsibilities:

• Strategic Financial Planning. Develops and maintains financial models and reports to support outlook regrounding, budget planning and financial feasibility study that align with the company’s strategic objectives

• Financial Analysis. Conducts in-depth financial analysis to identify and validate relevant information, assumptions, trends, opportunities, and risks to provide actionable insights to stakeholders and managements.

• Budget and Outlook Regrounding (Forecasting). Leads the annual budget exercise to project multi-year budget and cash requirements, regularly reviews and updates the full year outlook to reflect the changes in the business conditions ensuring accurate and timely financial projections

• Financial Reporting. Preparing and presenting financial reports in a timely and presentable manner while providing adequate variance context and ensuring accuracy and reasonableness.

• Stakeholder Management. Collaborates across functions within and outside of C1PH to support business growth, LOB / sitewide projects and to improve or sustain financial performance.

• Team Management

• Process Improvements. Identifies opportunity areas for improvement, recommends and drive implementation of the process changes

Basic Qualifications:

Educational Background:

Professional Experience:

• With 3-5 years of relevant experience in FP&A, Budget Mgmt and Mgmt. reporting

• With at least 3 years in a supervisory role

• Preferably with experience from Global Shared Service or BPO setting

• Preferably with audit and accounting operations experience

Skills Required:

• Strong financial modelling, scenario analysis, forecasting, analytical and problem skills

• Ability to think strategically and provide insights that drive business decisions

• Ability to come up with structure out of white space and synthesize actionable insights from relevant informations

• Strong attention to detail and high level of accuracy

• Excellent and effective communication and presentation skills with the ability to articulate and customised based on their stakeholders esp. to non-financial business partners

• Ability to challenge, disagree or voice different perspectives when needed

• Ability to support point of view or recommendations with facts or data

• Ability to navigate effectively through conflicting priorities with evolving demands and complexity

• Ability to anticipate risks and concerns and can escalate as needed

• Can establish effective working relationships with stakeholders; able to identify customer needs and recommend solutions

• Proficient in Microsoft Office or Google Suite applications (G-sheets, doc & slides)

• Can initiate self-improvement, continuous learning and transfer skills to others

• Ability to drive tactical execution efficiently and independently

• Strong leadership and team mgmt skills, with the ability to motivate and develop team members

• Ability to identify opportunity areas for improvement and drive implementation of the process change