Sr. Associate, Financial Analyst

Capital One Group; 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

Sr. Associate, Financial Analyst 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. 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

• 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.

Location: This role is designated as a hybrid position. You are expected to adhere to Capital One's hybrid policy regarding required on-site presence at your designated office location.

Basic Qualifications

• Bachelor’s degree or military experience
• At least 2 years experience in financial analysis or financial modeling

Preferred Qualifications

• Master’s Degree in Business Administration (MBA) or Master’s Degree in 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

At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (e.g. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-3, and O-1, or any other forms of work authorization that require immigration support from an employer).

The minimum and maximum full-time annual salaries for this role are listed below, by location.

• McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst
• Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

• This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI).
• Incentives could be discretionary or non discretionary depending on the plan.

• 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 (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 [e-mail]. 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 [e-mail]

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).

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.