Principal Associate, Financial Planning & Analysis - Financial Services

Discover Financial
Plano
Workplace: OnsiteFull timeUSD 109,900 - 125,400 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Leadership","Influencing","Communication","Problem solving","Mentoring"]

Lead financial planning and analysis for the Auto Servicing Customer Care and Auto Servicing CTO organizations. Build analytical frameworks and run portfolio diagnostics to uncover customer and channel trends and P&L impacts. Translate complex models into executive-ready narratives, quantify the financial effects of initiatives, and manage large, deadline-driven analytical deliverables. Partner with business leaders and mentor junior analysts to raise technical and analytical rigor.

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Discover Financial
Discover Financial
4 days ago

Principal Associate, Financial Planning & Analysis - Financial Services

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Last checked: 17 hours agoStatus: Live

Job Summary

Lead financial planning and analysis for the Auto Servicing Customer Care and Auto Servicing CTO organizations. Build analytical frameworks and run portfolio diagnostics to uncover customer and channel trends and P&L impacts. Translate complex models into executive-ready narratives, quantify the financial effects of initiatives, and manage large, deadline-driven analytical deliverables. Partner with business leaders and mentor junior analysts to raise technical and analytical rigor.
Location: Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Act as a strategic finance partner for the Head of Auto Servicing Customer Care & Auto Servicing CTO.
  • •Design robust analytical frameworks and conduct deep-dive portfolio diagnostics to identify trends and P&L impacts.
  • •Transform complex financial models into executive-ready narratives for senior audiences and strategic debates.
  • •Quantify financial implications of initiatives by modeling strategic sensitivities using modeling infrastructure.
  • •Independently manage and deliver complex analytical work under tight regulatory and business timelines while mentoring junior analysts.

Pay and Benefits

Salary: USD 109,900 - 125,400 annually

Key Requirements

  • •Bachelor’s Degree or Military experience.
  • •At least 3 years of experience in financial analysis and/or financial modeling.
  • •Preferred: Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance.
  • •Preferred: Chartered Financial Analyst (CFA) designation or Certified Public Accountant (CPA) license.
  • •Preferred: Proficiency in SQL and Python, plus experience with Tableau or QuickSight and familiarity with emerging AI tooling.
Experience:3+ years
Education:Bachelor's
Skills:LeadershipInfluencingCommunicationProblem solvingMentoring
Certifications:CFACPA
Tech Stack:SQLPythonTableauQuickSightData visualizationFinancial modelingP&L sensitivities

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