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Sr. Associate, Financial Analyst

Capital One

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

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
Vacancy posted 54 minutes ago
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