Principal Associate, Financial Planning & Analysis

Discover Financial
Houston
Workplace: OnsiteFull timeUSD 109,900 - 125,400 annuallyFunction: Communications, PR & CommunityExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Influencing","Analytical problem-solving","Independent prioritization","Teamwork"]

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.

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Discover Financial
Discover Financial
3 months ago

Principal Associate, Financial Planning & Analysis

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Last checked: 4 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
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn