• Develop and maintain customer relationships in middle market companies • Originate new customer relationships through direct channels • Evaluate financial position of clients and transaction structure • Partner with credit and documentation teams to meet service expectations • Monitor existing client creditworthiness and market dynamics

• Collaborate closely with Sales, Finance, and Marketing teams to align sales strategies with financial goals • Develop and maintain sales dashboards and reports to provide insights into sales performance, pipeline health, revenue trends, and capital deployment • Partner closely with sales teams to resolve disputes related to commissions and open POs • Act as primary finance contact for agent sales agreements and conversion opportunities • Conduct financial analysis to identify opportunities for process improvements and cost optimization within sales • Support the implementation and enhancement of sales tools and CRM systems, ensuring financial data accuracy and integrity • Provide strategic recommendations based on financial data to support decision-making by sales leadership • Lead cross-functional projects impacting sales finance processes and systems • Ensure compliance with company policies and relevant financial regulations

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: This highly visible FP&A role will support DFIN Global Investment Companies and Global Capital Markets business unit finance functions.This individual and team are responsible for business unit-level budgeting, forecasting, planning, reporting and related-analytics. Additionally, this individual will be involved in various financial analysis activities to aid executive level decision-making and key performance indicator reporting. Responsibilities: - Analyzes and evaluates the company's operating results to prepare detailed variance reports. - Provides analyses of the monthly results to the budget, forecast and prior years - Provides key inputs to monthly forecast process, working with primary financial systems and collaborating with multiple departments - Prepares annual budget templates and serves key role in broader budgeting process and related analytics - Manages monthly software metrics and related key performance indicator reporting - Leads preparation of key components of routine reporting packages, including quarterly business reviews - Partners with other financial departments (tax, treasury, IT, consolidations, etc.) to improve internal forecasting and reporting - Serves as resource for management in effecting efficiency and cost improvement projects - Prepares ad hoc analyses for senior management to support their decision-making process Qualifications: - Bachelors degree in Accounting, Finance or related field or equivalent work experience. - Minimum 3-5 years of related work experience - Highly analytical and excellent problem solving skills - Excellent technical knowledge of budgeting, financial analysis processes, including forecasting and financial modeling. Expert level knowledge of Excel - Strong communication, interpersonal, time management and decision making skills - Proven ability to respond within short time constraints and meet deadlines, while maintaining accuracy - Ability to handle multiple priorities with attention to detail and an ability to work independently - Proficiency in SAP BPC or related financial systems strongly preferred - Ease in communicating and partnering with all levels in the organization It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to talentacquisition@dfinsolutions.com . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from talentacquisition@dfinsolutions.com . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via talentacquisition@dfinsolutions.com (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

Alabang (96050), Philippines, Muntinlupa City, National Capital Region (Manila) Finance Specialist (Financial Planning & Analysis) Financial Planning & Analysis Summary: The role will be responsible for the gathering, validation and consolidation of budget assumptions for the assigned LOB's during Annual Budget Planning, update and review of the working templates and presentation or deployment decks, monthly or quarterly adjustment of budget forecasts, monthly review of actual expenses versus budget and variance analysis with assigned LOB's, act as an LOB business partner by providing guidance and assistance related to budget or Finance queries, prepare management reports, assist in the cost simulations for BAU and site projects and budget & expense validations and other ad hoc activities as assigned. General Responsibilities: 1. Prepare and consolidate working templates for the projection of budget for the assigned LOB's on a quarterly (or as needed) and on an annual basis. This includes the following: - Gathering, review and validation of the budget assumptions to ensure relevance and appropriateness of data used - Consolidation of budget requests for assigned LOB's and expenses - Regular check-in with LOB's to gather and review budget assumptions closing - Preparation of decks for OL and AB proposal reviews - Deployment of approved OL and AB (hardcopy with sign-off) 2. Act as LOB partner to ensure the appropriate utilization of their budget, which includes conducting regular cadence to discuss actual budget utilization and variance, recommend or provide guidance in managing their budget, etc. 3. Prepare management reports such as but not limited to Profit and loss statements during monthend closing, weekly P&L projection to assist in the yearend closing, MBR & QBR slides related to budget and other ad hoc reports 4. Simulate cost-saving initiatives, projects or new investments, etc. 5. Assist in the review and update of the standard and procedure for Budget & Reporting 6. May be assigned or rotated within the budget team or Finance team 7. Identify and drive process improvements as needed 8. All other job-related duties that may be assigned Educational Background: - Bachelor's Degree in Accounting and must be a Certified Public Accountant (CPA), CMA preferred Professional Experience: - Must have 2-3 years budget-related experience - Preferably with 1-year audit experience and 1-year in supervisory role - Preferably has working experience in a multinational company, shared service, BPO or Call center setting Skills Required: - Knowledge of standard accounting policies and procedures - Knowledge in PeopleSoft or any Enterprise Resource Planning (ERP) - Software/applications (SAP, Oracle) is an advantage - Very strong in analytical and problem-solving skills - Very keen to details and works with high level of accuracy - Has advance skill in using MS Excel and proficient in using PowerPoint - Can identify opportunity areas and drive process improvements - Demonstrates strong learning agility and ownership for personal development - Demonstrates strong ownership and excellent in follow thru - Collaborates well within and across different functions - Flexible, resilient, adaptable to changes and willing to extend reporting hours especially during budget season, monthend closing and quarterly forecasting - Anticipates, understands, and responds to the needs of internal and external clients to meet or exceed their expectations with the organizational parameters - Able to work in a fast-paced environment and can effectively manage multiple tasks assignments No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).