Sr. Associate, Financial Analyst

Capital One•Richmond, VA
•Hybrid

About The Position

As a Senior Financial Analyst focused on OneStream for Planning and Reporting, you will support a well-managed monthly process while helping users reimagine and enhance future-state processes. The role focuses on process improvements, automation, and making data and results available on demand in a Finance Product & Data Solutions environment. You will partner with finance users to develop solutions that make existing processes more proactive, effective, and efficient, using OneStream and other tools to influence the organization’s near- and long-term trajectory. This is a hybrid role, and employees are expected to follow Capital One’s hybrid policy for required on-site presence at their designated office. The position is eligible for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives. Capital One will not sponsor new employment authorization or provide immigration-related support for this position.

Requirements

  • Bachelor’s degree or military experience.
  • At least 2 years of experience in financial analysis or financial modeling.
  • Proactive problem-solving, strategic thinking, and a customer-focused mindset.
  • Teamwork, excellent communication skills, and a positive, results-oriented attitude.

Nice To Haves

  • Master’s degree in Business Administration (MBA) or Finance.
  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) license.
  • At least 3 years of experience in financial analysis or financial modeling.
  • At least 1 year of experience with an EPM tool, such as OneStream or Hyperion.
  • At least 1 year of experience using Google Suite or Microsoft Office.
  • At least 2 years of experience using SQL or Tableau.

Responsibilities

  • Coordinate and collect data inputs from Financial Analysts across departments; validate data integrity, analyze and summarize findings, and communicate outputs.
  • Maintain an up-to-date understanding of OneStream Planning & Forecasting, including key activities, risks, issues, assumptions, and dependencies.
  • Own governance and control of the underlying applications supporting Capital One’s planning processes.
  • Provide stakeholders and POD leadership with timely updates on status, risks, and key developments.
  • Collaborate in an Agile environment to drive continuous process improvements.
  • Handle ad-hoc requests and participate in special projects as needed.

Benefits

  • Comprehensive, competitive health, financial, and other benefits supporting total well-being.
  • Eligibility for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives.
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