Principal Associate, SEC Reporting

Jobtailor; McLean (VA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in McLean, VA, seeks a senior financial professional to lead centralized legal entity reporting. You’ll perform risk assessments, extract/validate data in OneStream, and craft leadership-ready storytelling on entity drivers.

As a cross-functional liaison, you’ll ensure data accuracy and governance, drive automation, and support quarterly cycles alongside audit/compliance teams.

Qualifications

• Bachelor’s degree or military experience.
• CPA preferred; SEC reporting experience preferred.
• 3+ years in Accounting, Finance, or Audit.
• Experience with financial/reporting systems (OneStream/Workiva a plus).
• Strong written and verbal communication; analytical skills.

Responsibilities

• Drive the centralized oversight function for legal entity reporting.
• Perform risk assessments to identify entities in scope.
• Coordinate storytelling from OneStream to leadership on entity drivers.
• Act as liaison across partners to ensure data accuracy and compliance.
• Drive process improvements and support automation initiatives.
• Support quarterly earnings and reporting cycles.
• Support audit/compliance groups and ad-hoc research projects.
• Contribute to enterprise initiatives including potential acquisitions/divestitures.

Skills

Accounting

Finance

Audit

Data Analysis

Risk Assessment

Process Improvement

Financial Reporting

Compliance

Automation Implementation

Multitasking

Education

Bachelor's degree in Accounting, Finance, or Business

CPA

Tools

OneStream

Workiva

Financial Reporting Systems

Job description

• Drive establishment of a centralized oversight function for legal entity reporting
• Perform risk assessments to identify entities in scope
• Coordinate legal entity storytelling, including extracting, analyzing, and validating data from OneStream to provide leadership with drivers of legal entity results
• Act as a central liaison across cross-functional partners to ensure legal entity data remains accurate, consistent, and compliant with evolving regulatory and governance requirements
• Drive process improvements and support implementation of automation efforts
• Support quarterly earnings and reporting cycles as necessary
• Support control processes and engage with audit and compliance groups as necessary
• Support ad-hoc research projects, peer analysis, and disclosure update proposals
• Support broader enterprise initiatives, including building materials and/or processes for potential acquisitions, expansion, and divestitures

Requirements

• Bachelor’s degree or military experience
• At least 3 years of experience in Accounting, Finance, Audit, or a combination
• Strong written and verbal communication skills
• Strong analytical and problem-solving skills
• Ability to multitask and prioritize effectively
• Ability to produce high-quality materials within tight timeframes
• Experience with financial and/or accounting reporting systems
• Bachelor’s degree in Accounting, Finance, or Business preferred
• Certified Public Accountant (CPA) preferred
• 1+ year of Securities and Exchange Commission (SEC) reporting experience preferred
• 1+ year of financial analysis experience preferred
• 1+ year of financial and accounting reporting systems experience preferred; Workiva or OneStream experience is a plus
• 1+ year of financial institution experience preferred
• Capital One will not sponsor a new applicant for employment authorization for this position

Core Competencies

Demonstrates expertise in legal entity reporting, financial analysis, and compliance, with strong capabilities in data validation and process improvement. Proficient in utilizing financial reporting systems to support accurate and timely reporting cycles.

Highest-signal resume keywords

• Legal Entity Reporting
• Financial Analysis
• Securities And Exchange Commission (SEC) Reporting
• Certified Public Accountant (CPA)
• OneStream Experience

Hard Skills

• Accounting
• Finance
• Audit
• Data Analysis
• Risk Assessment
• Process Improvement
• Financial Reporting
• Compliance
• Automation Implementation
• Multitasking

Soft Skills

• Written Communication
• Verbal Communication
• Analytical Skills
• Problem-Solving Skills
• Prioritization

Certifications & Qualifications

• Certified Public Accountant (CPA)

Industry Keywords

• Legal Entity
• Governance Requirements
• Audit
• Compliance Groups
• Financial Institution

Tools & Technologies

• OneStream
• Workiva
• Financial Reporting Systems