Discover Financial

2 months ago

Principal Associate, Financial Planning & Analysis

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Drive Financial Planning & Analysis for the PULSE Network within the Global Payment Network (GPN) Finance team. Manage monthly forecasting and reporting, including budgeting, variance analysis, P&L management, and scenario planning to advise senior leadership. Partner with business and finance stakeholders to collect and validate data, build models and executive-ready presentations, and support ad-hoc projects and CCAR stress-testing.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Communications, PR & Community

Seniority: Mid level

Key Responsibilities

•Plan for PULSE revenue and volume through accurate, efficient financial forecasts and management reporting.
•Perform financial reporting and analysis including budgeting, forecasting, variance analysis, and P&L management.
•Coordinate and validate input data from business/financial analysts, run models, and communicate analyzed outputs.
•Assist in preparing executive-level business presentations and articulate analysis outcomes to senior audiences.
•Support ad-hoc requests and special projects, including scenario planning and CCAR stress-testing of forecasts and related reporting.

Pay and Benefits

Salary: USD 109,900 - 125,400 annually

Key Requirements

•Bachelor’s degree or military experience.
•At least 4 years of experience in financial analysis.
•At least 4 years of experience with financial modeling.
•Preferred: Master’s degree (MBA or Finance).
•Preferred: CFA or CPA license, plus strong Microsoft Excel/PowerPoint and experience with Anaplan and OneStream.

Experience:4+ years

Education:Bachelor's

Skills:CommunicationInfluencingAnalytical problem-solvingIndependent prioritizationTeamwork

Certifications:CFACPA

Tech Stack:ExcelAnaplanOneStreamTableauPythonPowerPointCCAR

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial

Industry: Retail Banking

Website

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Discover Financial

2 months ago

Principal Associate, Financial Planning & Analysis

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Communications, PR & Community

Seniority: Mid level

Key Responsibilities

•Plan for PULSE revenue and volume through accurate, efficient financial forecasts and management reporting.
•Perform financial reporting and analysis including budgeting, forecasting, variance analysis, and P&L management.
•Coordinate and validate input data from business/financial analysts, run models, and communicate analyzed outputs.
•Assist in preparing executive-level business presentations and articulate analysis outcomes to senior audiences.
•Support ad-hoc requests and special projects, including scenario planning and CCAR stress-testing of forecasts and related reporting.

Pay and Benefits

Salary: USD 109,900 - 125,400 annually

Key Requirements

•Bachelor’s degree or military experience.
•At least 4 years of experience in financial analysis.
•At least 4 years of experience with financial modeling.
•Preferred: Master’s degree (MBA or Finance).
•Preferred: CFA or CPA license, plus strong Microsoft Excel/PowerPoint and experience with Anaplan and OneStream.

Experience:4+ years

Education:Bachelor's

Skills:CommunicationInfluencingAnalytical problem-solvingIndependent prioritizationTeamwork

Certifications:CFACPA

Tech Stack:ExcelAnaplanOneStreamTableauPythonPowerPointCCAR

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial

Industry: Retail Banking

Website