Senior Financial Analyst: OneStream Planning & Insights

Capital One; Richmond (VA); Hybrid; USD 88,000 - 100,000; Full time

Job summary

Capital One is seeking a Senior Financial Analyst focused on OneStream planning and reporting to support monthly processes and drive proactive, automated data solutions within the Finance Product & Data Solutions environment.

The role requires collaboration with finance users, data governance, and strong communication as part of an Agile team. Hybrid position with on-site presence as required.

Qualifications

• Bachelor’s degree or military experience.
• 2+ years in financial analysis or financial modeling.
• MBA or equivalent preferred; CFA/CPA certifications welcome.
• 1+ year with an EPM tool such as OneStream or Hyperion.
• 1+ year using Google Suite or Microsoft Office; 2+ years SQL/Tableau preferred.
• Capable of working in a hybrid Capital One environment and meeting deadlines.

Responsibilities

• 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.

Skills

Financial analysis

Financial modeling

Data governance

Education

Bachelor's degree

MBA

CFA or CPA certification

Tools

OneStream

Hyperion

Google Suite

Microsoft Office

SQL

Tableau

Job description

Capital One is seeking a Senior Financial Analyst focused on OneStream planning and reporting to support monthly processes and drive proactive, automated data solutions within the Finance Product & Data Solutions environment.

The role requires collaboration with finance users, data governance, and strong communication as part of an Agile team. Hybrid position with on-site presence as required.