Senior Associate, Financial Analyst

Capital One

. Support a well-managed monthly planning and reporting process using OneStream .

Posted 11/6/2026full-timeRichmond • Virginia • United StatesSenior💰 $87,700 - $110,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and modeling, with a strong focus on process improvement and automation within finance environments. Proficient in using OneStream for planning and forecasting, while effectively collaborating with stakeholders to deliver actionable insights.

Highest-signal resume keywords

Financial AnalysisFinancial ModelingOneStream ExperienceSQL ProficiencyAgile Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial ModelingData ValidationProcess ImprovementAutomationData AnalysisForecastingReporting

Soft Skills

Effective CommunicationCollaborationProblem Solving

Tools & Technologies

OneStreamGoogle SuiteMicrosoft OfficeSQLTableau

Certifications & Qualifications

Chartered Financial Analyst (CFA)Certified Public Accountant (CPA)

Industry Keywords

Finance Product & Data SolutionsEPM ToolGovernanceStakeholder Management

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Support a well-managed monthly planning and reporting process using OneStream
Help users re-imagine and enhance future-state processes
Drive process improvements and leverage automation within a Finance Product & Data Solutions environment
Partner with finance users to develop proactive, effective, and efficient solutions
Coordinate and collect data inputs from Financial Analysts across departments
Validate data integrity, analyze and summarize key findings, and communicate outputs
Maintain current knowledge of OneStream Planning & Forecasting activities, risks, issues, assumptions, and dependencies
Own governance and control of applications supporting planning processes
Provide timely updates on status, risks, and key developments to stakeholders and POD leadership
Collaborate in an Agile environment to drive continuous process improvements
Handle ad-hoc requests and participate in special projects

Requirements

What you’ll need

Bachelor’s degree or military experience
At least 2 years of experience in financial analysis or financial modeling
Preferred: Master’s Degree in Business Administration (MBA) or Master’s Degree in Finance
Preferred: Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) license
Preferred: At least 3 years of experience in financial analysis or financial modeling
Preferred: At least 1 year of experience with an EPM tool, such as OneStream or Hyperion
Preferred: At least 1 year of experience using Google Suite or Microsoft Office
Preferred: At least 2 years of experience using SQL or Tableau
Capital One will not sponsor a new applicant for employment authorization or offer immigration-related support

Benefits

Comp & perks

Performance-based incentive compensation, including cash bonuses and/or long-term incentives (LTI)
Comprehensive, competitive health, financial, and other benefits supporting total well-being
Reasonable accommodations for applicants who require them