Manager in Financial Planning & Analysis at Capital One focusing on budgeting and forecasting. Leading financial management analyses while collaborating with business teams for strategic insights.
About the role
- Senior Finance Manager driving month-end close, reporting, and analysis for financial operations at Fiserv. Partnering with executives to provide insights and improve performance.
Responsibilities
- Own month-end close deliverables, support the financial close, and prepare standard and ad hoc analyses of results.
- Engage in business partnership to develop and drive in-depth financial analysis, identifying key drivers, trends, variances, emerging risks and opportunities.
- Enhance monthly reporting/dashboards and other in-depth financial analysis to assist executive management in making operational decision-making.
- Develop and apply a comprehensive understanding of existing financial reporting and forecast models; provide recommendations and implement solutions to improve efficiency, accuracy, and level of detail.
Requirements
- 4+ years of experience in FP&A, corporate finance, or accounting, supporting month-end close, variance analysis, and executive reporting in an enterprise environment.
- Advanced proficiency with Microsoft Excel (pivot tables, XLOOKUP, Power Query) and data visualization tools such as Power BI or Tableau; familiarity with SQL or similar query language.
- Experience building driver-based financial models and forecasts and delivering actionable insights to non-finance stakeholders.
- Experience enhancing reporting and dashboards and standardizing processes to reduce cycle time in close and planning activities.
- Bachelor’s degree or higher in Finance, Accounting, Economics, or a related field.
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) certification is preferred.
- Master’s degree (MBA or MS in Finance) is a plus.
- Experience automating reporting with SQL or Python or similar object-oriented language.
- Experience in financial services or payments.
Benefits
- Fuel Your Life program to support your physical, financial, social, and emotional well-being.
- Paid holidays and generous time away policies.
- No-cost mental health support through Employee Assistance Programs.
- Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
- Eight Employee Resource Groups to foster a collaborative culture and expand your network.
- Unparalleled professional growth with training, development, and internal mobility opportunities.
- Medical, dental, vision, life, and disability insurance options available from day one.
- Retirement planning and discounted shares with the Employee Stock Purchase Plan.
- Tuition assistance and reimbursement program.
- Paid parental, caregiver, and military leave.
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