93 Financial Analysts jobs in Richmond

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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This role is responsible for defining the strategy for financial planning in alignment with Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop the strategy for financial planning including is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables.
2. Selection of technology and platform to execute on the strategy - determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams
3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality
4. Lead a team of Financial Planning Strategic Consultants
5. Establish personal and team goals and ensure they are achieved
6. Hire, manage, coach and retain top talent
7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions.
8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning
9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset
10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution
11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Nat'l Sales Content and Marketing groups
12. Business reporting and analytics to track progress toward planning goals and business impact.
13. Execute with appropriate controls, compliance and risk mitigation
Qualifications:
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Knowledgeable in financial planning, related planning platforms, and industry trends.
2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing "hands on" implementation support.
3. Ability to influence across constituents with differing priorities, adept at managing ambiguity and conflicting priorities
4. Able to lead and inspire a team to successful outcomes; may be called on to be a player/coach
5. College degree
6. Expert communication, facilitation and presentation skills.
7. 8-15 years of leadership experience in financial planning, practice management, coaching, product or similar wealth management experience
8. Exceptional leadership and interpersonal skills, including excellent professional presence, effective at building relationships with colleagues across multiple business lines, coaching and development, and team members to ensure success of business initiatives.
9. Ability to function as member of a team and comfortably interact with Fortune 100 managers and executives
10. Ability to adapt to multiple and changing priorities, multi-tasking
Preferred Qualifications:
1. Specialist level knowledge of financial planning, practice management, consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning.
2. Uses a consultative approach to customer's business needs, is able to develop and present appropriate recommendations and consistently provides solutions for performance issues and goals.
3. Strong applicable business knowledge and experience, both strategic and tactical
4. Assist management in the evaluation of program effectiveness.
5. Ability to work independently and proactively with quantitative and qualitative problem solving skills
6. Specialist level knowledge of change management, adult learning theories and facilitation techniques.
7. Client service techniques and sales concepts sufficient to inspire more sales of appropriate products.
8. Proficiency with MS Word, Excel, and PowerPoint.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**Responsibilities**
+ Lead the FP&A function for the Packaging Solutions business unit, serving as a strategic advisor to senior leadership on financial performance, planning, and decision-making.
+ Oversee the design, development, and continuous improvement of standardized reporting and consolidation tools for actuals, budgets, and forecasts.
+ Drive the annual budgeting and forecasting processes, ensuring alignment with corporate objectives and business unit strategies.
+ Deliver high-quality, timely financial reporting and performance analysis to enable data-driven decisions that support business growth and profitability.
+ Partner cross-functionally with business leaders, finance teams, and operational stakeholders to support strategic initiatives and optimize financial outcomes.
+ Lead month-end close activities, ensuring accuracy and integrity of financial results.
+ Lead and manage the end-to-end Order-to-Cash (OTC) process, ensuring efficient invoicing, collections, and cash application while driving process improvements, compliance, and cross-functional collaboration.
+ Support ad hoc financial analysis, scenario modeling, and executive presentations as needed.
**_Qualifications_**
+ 4-8 years of experience, preferred
+ Bachelor's degree in related field, or equivalent work experience, preferred
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900-$115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 11/28/2025 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

**Our Mission**
As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Senior Manager will serve as a strategic manager and mentor within the FP&A team, acting as a business partner to the Go-to-Market (GTM) organization. This role is accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. Success in this role comes from influence, thought leadership, and mentorship.
**Responsibilities**
+ **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations. Anticipate needs, frame trade-offs, and provide insights that guide scalable, profitable growth.
+ **Driver-Based Modeling & Forecasting:** Head the design and application of driver-based models to help OPEX, headcount, and investment conclusions. Build and promote scenario analysis frameworks that enable proactive planning.
+ **Insight & Storytelling:** Translate financial results and forecasts into compelling narratives, memos, and executive-ready recommendations. Ensure FP&A delivers clear _"so-what / now-what"_ insights that drive action.
+ **Enablement & Self-Serve:** Advocate for standardized dashboards, central process documentation, and self-service tools. Mentor peers and contributors on how to use these effectively, reducing ad-hoc asks.
+ **Mentorship & Influence:** Coach analysts and managers on advanced modeling, storytelling, and decision-maker management engagement. Steer by example through thought leadership, innovation, and cross-functional engagement.
+ **Innovation & Process Improvement:** Identify opportunities to automate manual processes, embed AI/analytics, and scale FP&A capabilities. Inspire the team to experiment, adopt new tools, and continuously improve.
+ **Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and strategic framing.
**Skills/Competencies**
+ 7 - 10 years in FP&A, corporate finance, consulting, or investment banking, with evidence of strategic partnership and influence.
+ Advanced financial modeling and forecasting expertise, including driver-based and scenario review.
+ Skilled in BI tools, self-service platforms, and automation (SQL, Tableau/Looker, EPM, AI co-pilots).
+ Excellent communication and storytelling skills, able to distill complex insights into executive-level narratives.
+ Proven track record of leading without direct authority - mentoring peers, shaping conclusions, and driving outcomes through influence.
**Salary Range Transparency**
Austin 122,000 - 182,000 USD per year
NYC Metro Area 137,000 - 179,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
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Reference ID: 46291

**_What Financial Planning & Analysis contributes to Cardinal Health_**
Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Responsibilities_**
+ Support Global Supply Chain Transportation Finance team in achieving financial goals, managing key Partner closely with transportation systems and operations teams to provide financial insights and support strategic initiatives
+ Support and maintain financial models to forecast transportation costs, assess performance, and identify cost-saving opportunities
+ Prepare monthly, quarterly, and annual financial reports related to transportation spend and operational KPIs
+ Analyze variances between actual results, budgets, and forecasts, providing actionable recommendations to stakeholders
+ Support budgeting and planning cycles for transportation and logistics functions
+ Monitor and report on transportation trends, regulatory changes, and market dynamics impacting financial performance
**_Qualifications_**
+ Bachelor's degree in Finance, Accounting, or a related field, preferred
+ Minimum of 3 years of experience in finance preferred. Experience within transportation, logistics, or supply chain environments preferred.
+ Proven track record of building strong business partnerships with systems and operations teams
+ Solid understanding of financial principles, cost accounting, and budgeting processes
+ Strong analytical and problem-solving skills with attention to detail
+ Excellent communication skills and ability to present complex data to non-financial stakeholders
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 12/13/2025 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (

**Become a part of our caring community and help us put health first**
The Senior Financial Planning and Analysis Professional analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. The Senior Financial Planning and Analysis Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Financial Planning and Analysis Professional collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Analyzes revenues, expenses, costs, prices, investments, cash flow, profits, labor market trends, inflation, interest rates, and exchange rates. May involve financial modeling, reporting and budgeting as well. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's Degree in Finance, Accounting or a related field
+ 5 or more years experience in finance/accounting
+ Comprehensive knowledge of all Microsoft Office applications, and Access, SQL, and multi-dimensional databases
+ Ability to manage multiple priorities
+ Strong analytic skills with attention to details
+ Excellent oral and written communication skills
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's Degree in Business Administration or a related field
+ Previous health insurance industry experience
+ Experience with SAS or other relational databases
**Additional Information**
Interview Format
As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
WAH Internet Statement
To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested. Satellite, cellular and microwave connection can be used only if approved by leadership. Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense. Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job. Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$86,300 - $118,700 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline:
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our

Manager, Financial Planning and Analysis, Card Partnerships

Capital One is seeking a culture-led, results-driven, and strategic Manager of Partnerships Finance. This is an exciting time for Capital One Card Partnerships, as we are looking to expand our business aggressively in the partner credit card segment, not only through organic growth in existing programs, but also through acquisitions of new card partners.

The role will be the work lead for a team of vertical financial analysts supporting the financials of individual Partnerships portfolios. Given the unique nature of the Partnerships business, this position will have significant exposure to both internal business partners and external client teams to help drive partner-specific financial insights.

This position will serve as the work lead providing oversight for the actuals and outlook, presenting monthly financial results to internal and external leadership, and managing quarterly or annual strategic exercises related to the Partnerships business. The finance team also plays a key role in our external partner payments, managing the review and approval of monthly compensation prior to final payment.

Key responsibilities include:

• Develop a deep understanding of the components of the Card Partnerships P&L to help drive insights and analytics on the financial performance of the Partnerships business

• Accurately analyze & explain key drivers and monthly variances, suggest actions to the business, and manage the regular reporting process for multiple Partnership segments

• Generate ongoing analytical insights into overall financial performance

• Develop and deliver senior management presentations

• Partner with internal and external business leaders to provide strategic finance and accounting perspective on business initiatives

• Develop contractual knowledge over specific partnership agreements to adequately provide oversight to the monthly partner compensation process

• Create well-managed sustainable processes and continuously challenge what’s possible

• Independently manage, prioritize, and delegate tasks

• Serve as the work lead for 2-3 analysts; coaching and mentoring associates with a goal of developing and retaining talent

The ideal candidate will provide strong financial leadership as we’re evaluating prospective partnership deals. The role requires problem solving, strategic thinking, and influencing skills in order to effectively:

• Articulate outcomes of analysis and relevant insights

• Able to critically evaluate option sets and present recommendations

• Effective under both open-ended and tight timelines

• Partner with leadership and business teams to assess the financial implications of ongoing efforts to grow the organization

• Develop presentations to communicate business and analysis results to senior leadership audiences

• Comfortable working in white space and the ability to get work done through others

General Responsibilities:

• Financial analysis & reporting: Accurately analyze & explain balance sheet and income statement implications of decisions and contract structures, suggest actions to the business, and manage financial elements of a deal process wing-to-wing

• Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams

• Ad-hoc requests and special projects

• Independently manage, prioritize, and delegate tasks

• Coordinate across Capital One’s corporate Global Finance teams in support of deal valuations and decisioning

• Perform ad-hoc financial analysis to investigate and assess any industry related topics and strategic options.

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 4 years’ of experience in financial analysis

• At least 4 years’ experience with financial modeling

• At least 1 year of experience managing a Financial Planning and Analysis (FP&A) function

• At least 1 year of people management experience

Preferred Qualifications:

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

• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

• 5+ years of financial planning and analysis experience

• 2+ year of people management experience managing both direct and indirect reports

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Chicago, IL: $132,800 - $51,600 for Manager, Financial Analysis

McLean, VA: 146,100 - 166,700 for Manager, Financial Analysis

Richmond, VA: 132,800 - 151,600 for Manager, Financial Analysis

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 ; 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 or via email at . 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

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).

Manager, Financial Planning and Analysis, Card Partnerships

Capital One is seeking a culture-led, results-driven, and strategic Manager of Partnerships Finance. This is an exciting time for Capital One Card Partnerships, as we are looking to expand our business aggressively in the partner credit card segment, not only through organic growth in existing programs, but also through acquisitions of new card partners.

The role will be the work lead for a team of vertical financial analysts supporting the financials of individual Partnerships portfolios. Given the unique nature of the Partnerships business, this position will have significant exposure to both internal business partners and external client teams to help drive partner-specific financial insights.

This position will serve as the work lead providing oversight for the actuals and outlook, presenting monthly financial results to internal and external leadership, and managing quarterly or annual strategic exercises related to the Partnerships business. The finance team also plays a key role in our external partner payments, managing the review and approval of monthly compensation prior to final payment.

Key responsibilities include:

• Develop a deep understanding of the components of the Card Partnerships P&L to help drive insights and analytics on the financial performance of the Partnerships business

• Accurately analyze & explain key drivers and monthly variances, suggest actions to the business, and manage the regular reporting process for multiple Partnership segments

• Generate ongoing analytical insights into overall financial performance

• Develop and deliver senior management presentations

• Partner with internal and external business leaders to provide strategic finance and accounting perspective on business initiatives

• Develop contractual knowledge over specific partnership agreements to adequately provide oversight to the monthly partner compensation process

• Create well-managed sustainable processes and continuously challenge what’s possible

• Independently manage, prioritize, and delegate tasks

• Serve as the work lead for 2-3 analysts; coaching and mentoring associates with a goal of developing and retaining talent

The ideal candidate will provide strong financial leadership as we’re evaluating prospective partnership deals. The role requires problem solving, strategic thinking, and influencing skills in order to effectively:

• Articulate outcomes of analysis and relevant insights

• Able to critically evaluate option sets and present recommendations

• Effective under both open-ended and tight timelines

• Partner with leadership and business teams to assess the financial implications of ongoing efforts to grow the organization

• Develop presentations to communicate business and analysis results to senior leadership audiences

• Comfortable working in white space and the ability to get work done through others

General Responsibilities:

• Financial analysis & reporting: Accurately analyze & explain balance sheet and income statement implications of decisions and contract structures, suggest actions to the business, and manage financial elements of a deal process wing-to-wing

• Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams

• Ad-hoc requests and special projects

• Independently manage, prioritize, and delegate tasks

• Coordinate across Capital One’s corporate Global Finance teams in support of deal valuations and decisioning

• Perform ad-hoc financial analysis to investigate and assess any industry related topics and strategic options.

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 4 years’ of experience in financial analysis

• At least 4 years’ experience with financial modeling

• At least 1 year of experience managing a Financial Planning and Analysis (FP&A) function

• At least 1 year of people management experience

Preferred Qualifications:

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

• Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

• 5+ years of financial planning and analysis experience

• 2+ year of people management experience managing both direct and indirect reports

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Chicago, IL: $132,800 - $51,600 for Manager, Financial Analysis

McLean, VA: 146,100 - 166,700 for Manager, Financial Analysis

Richmond, VA: 132,800 - 151,600 for Manager, Financial Analysis

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 ; 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 or via email at . 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

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).

Our client is seeking a strategic and highly accomplished Head of Financial Planning & Analysis (FP&A) to lead their finance department on a fully remote basis. This senior leadership role is responsible for overseeing all aspects of financial planning, budgeting, forecasting, and performance analysis to support strategic decision-making across the organization. The ideal candidate will possess a deep understanding of corporate finance, exceptional analytical skills, and proven leadership capabilities in managing a high-performing FP&A team.

Key responsibilities include developing and implementing robust financial planning processes, including annual budgeting, long-range strategic planning, and rolling forecasts. You will be responsible for managing the preparation of financial reports, management presentations, and board materials, providing insightful analysis of financial results and key business drivers. This role requires strong business acumen to partner effectively with executive leadership and department heads, providing financial guidance and supporting strategic initiatives. You will oversee the development and maintenance of financial models to assess the impact of business decisions, new product launches, and market changes. Experience in performance management, variance analysis, and identifying opportunities for cost optimization and revenue enhancement is critical. The Head of FP&A will also be responsible for overseeing the FP&A team, mentoring junior analysts, and ensuring the accuracy and timeliness of all financial reporting. Proficiency in financial planning software (e.g., Anaplan, Adaptive Insights) and advanced Excel skills are essential. This position demands excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels. A Bachelor's degree in Finance, Accounting, or a related field is required; an MBA or CPA is highly preferred. A minimum of 10 years of progressive experience in FP&A, with at least 5 years in a management role, is essential. This is a unique opportunity to drive financial strategy and impact the growth trajectory of our client from a remote work environment.

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance.
The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions.
*What you'll be doing:*
* Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more.
* Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation.
* Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making.
* Directly influence product strategy and insights that drive long-term growth
* Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities.
* Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep.
* Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights.
*What we look for in you:*
* Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech.
* Strong analytical and modeling skills, with the ability to distill complex data into actionable insights.
* Proven ability to influence and partner with senior leaders across functions.
* A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action.
* Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy.
Job #: P72988
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$148,835-$175,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com