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Senior Associate, Financial Analysis

AT Capital One
Capital One

Senior Associate, Financial Analysis

Richmond, VA

Center 1 (19052), United States of America, McLean, Virginia

Senior Associate, Financial Analysis

At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding. Together, we are on a quest to change banking for good.

As a Senior Financial Analyst - with a focus on OneStream for Planning and Reporting, you will play a key role in supporting a well-managed monthly process while helping users re-imagine and enhance their future-state processes. This role will focus on driving process improvements, leveraging automation, and ensuring data and results are available on-demand within a "Finance Product & Data Solutions" environment.

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You will partner with finance users to drive solutions that challenge our current well-managed processes to be more proactive, effective, and efficient. Senior Financial Analysts will utilize Onestream along with a wide array of tools to impact the near and long term trajectory of the organization.

General Responsibilities include:

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

Our ideal candidate is a proactive problem-solver with strong strategic thinking and a customer-focused mindset. We seek a team player with excellent communication skills and a positive, results-oriented attitude.

Basic Qualifications:

  • Bachelor's degree or military experience
  • At least 1 year of experience in financial analysis, financial systems, accounting, or financial modeling

Preferred Qualifications:

  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) license
  • 2+ years of experience in financial analysis or financial modeling
  • At least 1 year of experience with an EPM tool (e.g., OneStream, Hyperion, or similar software)
  • Advanced skills in Microsoft Excel, PowerPoint, or G-Suite
  • Experience with SQL and Tableau

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. 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).

Client-provided location(s): Richmond, VA, USA; McLean, VA, USA
Job ID: capital-R198842
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program
    • Employee Resource Groups (ERG)
    • Founder led

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