45 Financial Analysts jobs in Richmond

Job DescriptionJob Description

Financial Planning & Tax

Fall Semester (September December)

Richmond, VA

Overview

Heritage Wealth Advisors seeks highly motivated interns to provide support for our Financial Planning & Tax team and assist in serving Heritages high net-worth clients. The internship will focus on our financial, estate and tax planning services. Interns will participate in comprehensive training and work closely with the Wealth Advisors and other senior members of our team to service existing and new client relationships.

Our Values

Integrity: Doing the right things even when no one else is looking. We conduct business with the highest standards of professional behavior and ethics. We are transparent, honest, and ethical in everything we do.

Passion: We are passionate about what they do. We demonstrate unquestioned commitment to integrity in their personal and professional activities and respect the confidential nature of our business. We have an ardent desire to help clients achieve their personal goals.

Collaboration: Teamwork is central to everything they do. They express opinions positively and constructively, focusing on solutions rather than on problems. They exhibit good listening skills and respect the opinions of others. They demonstrate a willingness to do whatever it takes, regardless of role, to meet client expectations. They share the burden with team members during heavy work periods.

Intellectual Curiosity: We are naturally curious and have a fervent desire for continuous learning. We are not afraid to ask questions, and respectfully challenge answers.

Key Responsibilities

• Assist Wealth Advisors in the preparation of client meetings and client proposals.
• Gather information to analyze and prepare comprehensive financial plans.
• Draft client communications including e-mail, telephone, and written correspondence.
• Potential to participate in and document client meetings.
• Assist with tax planning strategies for clients.
• Update and maintain client communications, tasks, and appointments in our Customer Relationship Management (CRM) system.
• Support the Heritage team with day-to-day operations.

Qualifications

• Recent graduate, junior or senior year students in relevant subjects (ie: accounting, finance, economics, additional fields of study for consideration).
• Minimum GPA: 3.0
• Minimum commitment of 15-20 hours a week, in-person, with opportunity for additional hours.

• In-person work required in our Richmond, VA, office

• Proficiency with Microsoft Office programs (Excel, PowerPoint, Word).
• Intellectually curious, organized, excellent analytical, and time management skills.
• Effective communication skills, both verbal and written.
• Self-motivated, enthusiastic, with a desire to work collaboratively.

Benefits

• Paid internship competitive hourly rate, commensurate with experience.
• Opportunity for extended internship or permanent employment.
• Work directly with firm partners and senior management.
• Flexibility with school schedules.

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**_Job Summary_**
This is a high impact role supporting three main focus areas in the at-Home Solutions business:
1) Velocare- newer venture for at-Home Solutions, a supply chain solution enabling hospital quality care in the home
2) Capital Project Management and Consolidations
3) Balance Sheet and Cash Flow FP&A
The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis. An understanding of balance sheet, capital investments, and start up business models is a major plus. This role provides an opportunity for a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity.
at-Home Solution's vision is to empower patients to have affordable medical products provided within the sanctity of their own home as they work through chronic medical conditions. This business is driven to support the greater goals of heath care by improving quality of care and facilitating a world class supply chain to enable growth. Advanced Diabetic Supply Group (ADSG) was acquired in 2025 and integration efforts will continue throughout FY26.
**_Responsibilities_**
+ Develop and maintain financial models to support budgeting, forecasting, and long-term strategic planning across multiple facets of the business
+ Analyze monthly financial performance against budgets and forecasts, identifying key variances and trends to inform operational and executive decisions
+ Collaborate with accounting and operational leaders to understand cost drivers, revenue cycles, and productivity metrics unique to the business
+ Prepare and present financial reports to operational leadership, translating complex data into clear, actionable insights
+ Contribute to the on-going integration of ADSG, including learning and standardizing reporting methods within different domains
+ Assist with end-of-the-month forecasts, including input and modeling of past trends to predict future outcomes
+ Monitor KPI performance and investigative analytics for operational excellence and to improve overall earnings
+ Opportunity to expand current analytics tools and work on mapped out KPI initiatives
**_Leadership & Communication_**
+ Proficient at presenting to operational & financial leadership
+ Growth mindset and change/transformation capabilities
+ Timely & effective communication with other departments around practice performance, challenges, opportunities, and other relevant topics
+ Problem-solving mindset with an orientation to work through challenging goals.
**_Qualifications_**
+ BA or BS in Finance preferred, an Advanced Degree is a plus
+ CPA certification is a plus
+ Previous experience owning P&L (or segments of) and managing budgets
+ Strong financial modeling skills required
+ Proficiency with Microsoft Excel and Tableau
+ Proficient with Microsoft PowerPoint and storyboarding/storytelling
**Anticipated salary range:** $79,700 - $113,800
**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:** 9/25/2025 *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 (

At Owens & Minor, we are a critical part of the healthcare process. As a Fortune 500 company with 350+ facilities across the US and 22,000 teammates in over 90 countries, we provide integrated technologies, products and services across the full continuum of care. Customers-and their patients-are at the heart of what we do.
Our mission is to empower our customers to advance healthcare, and our success starts with our teammates.
Owens & Minor teammate benefits include:
+ Medical, dental, and vision insurance, available on first working day
+ 401(k), eligibility after one year of service
+ Employee stock purchase plan
+ Tuition reimbursement
The anticipated salary range for this position is Base: $200-$40K, Bonus 40%, AIP: 100K. The actual compensation offered may vary based on job related factors such as experience, skills, education and location.
**Summary**
The VP, Products Finance leads the FP&A function for the Products area within Products & Healthcare Services (P&HS), the company's largest business unit (BU), and is a key business partner with O&M leadership (primarily SVP Products, SVP Finance, SVP Operations), providing guidance and support on managing the performance of the BU. Responsible for business unit strategic planning, annual budget, financial forecasts, and financial analyses, including: scenario planning, financial modeling, variance analyses, program / initiative performance tracking vs. targets, return on investment analyses for capital expenditures and other projects, trend analyses, tracking of key performance indicators, quantification and tracking of risks & opportunities, and other ad hoc analyses.
**Core Responsibilities**
+ Owns the Products & Healthcare Services financial forecasting cycle, in close collaboration with Executive Leadership, Commercial Finance, Marketing, Operations, Corporate FP&A, & Accounting, including: Weekly / Monthly / Quarterly forecast cycles; Annual budget process; Strategic Long-Range Plan process; CapEx and strategic investment prioritization, planning, & tracking
+ Responsible for the definition and communication of the BU FP&A calendar, and coordinates the efforts of BU Finance colleagues, including Commercial and Operations Finance.
+ Directs preparation of financial presentations on behalf of functional leaders, including monthly / quarterly business reviews, performance scorecards, initiatives trackers, and profitability models
+ Prepares presentations for the Board of Directors and Senior Management Team
+ Routinely assesses and communicates Products & Healthcare Services financial and operational performance trends (historical and forecasted), using appropriate metrics to identify areas of risk / opportunity, propose key actions / strategic initiatives, and quantify & forecast results / strategic implications
+ Proactively evaluates results, monitors current & past trends, and recommends actions to ensure the team achieves their commitments in key performance indicators, including all areas of revenue, cost of sales, expenses, working capital and capital expenditures.
+ Identifies and quantifies opportunities to improve financial performance and develops strategic financial analyses for presentation to the Manufacturing, Sourcing, Distribution, Commercial, and Finance leadership.
+ Prepares financial and business-related analysis and research in such areas as pricing models, scenario planning, financial and expense performance, rate of return, performance optimization, etc.
+ Works closely with the Accounting team to ensure all aspects of the financial close process are orderly, and contributes toward the accuracy of the financial results as reported in the company financial statements.
+ Change agent: encourages new ideas, processes and approaches. Champions and enables a culture of multidisciplinary problem solving, teamwork, flexibility, execution, quality and effective communication.
+ Responsible for standardization of reporting across P&HS, including gathering requirements from the Executive Leadership Team (ELT)
+ Attracts, retains, and develops a diverse and talented team of finance professionals to support the business unit
**Qualifying Experience**
+ Four-year undergraduate degree required. MBA highly preferred.
+ 7-10+ years of related experience, including a position of similar scope and impact.
+ Preferably has been part of a world class FP&A organization and has shown sustained career progress.
+ FP&A experience, including business partnership with senior executive leadership, highly preferred.
+ Healthcare distribution and/or manufacturing experience is desirable.
+ Ability to travel, up to 25% of the time if remote
+ Highly analytical & personable with strong written & verbal communication skills
+ Thrives in a highly collaborative team environment, and will be known as a superb financial change agent
+ Must have proven corporate financial analysis skills, including a knowledge of financial business plans, processes, and systems (Hyperion Planning, Essbase, and Anaplan experience preferred)
+ Expert knowledge of MS Office (Excel, PowerPoint)
+ Ability to influence senior leadership and have the ability to effectively balance support and challenge
+ Proven ability to assess needs, identify issues, recommend alternatives and implement change
+ Demonstrated ability to successfully manage and implement complex financial projects
+ Strong ability and experience managing and performing multiple concurrent tasks
+ Excellent verbal and written communication skills - able to communicate financial concepts to non-financial audiences
+ Ability to plan & coordinate completion of tasks in a multi-deadline environment
+ Ability to work independently and as a team leader
+ Ability to lead and direct the work of others - providing coaching and mentoring
If you feel this opportunity could be the next step in your career, we encourage you to apply. This position will accept applications on an ongoing basis.
Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.
Owens & Minor (O&M) is a global healthcare company providing innovative products and solutions across the continuum of care. Our integrated technology, products, and services empower healthcare providers and manufacturers as they make a difference in the lives of patients every day. O&M is headquartered in Richmond, Virginia and is comprised of 17,000+ global teammates. We operate within distribution, production, customer service, and sales facilities located across the Asia Pacific region, Europe, Latin America and North America. We are proud to service healthcare industry customers in 90 countries where we do business today.
**Life at O&M**
When you become an Owens & Minor teammate, you're joining a diverse, vibrant organization with a focus on excellence and integrity. Guided by our shared values-Integrity, Development, Excellence, Accountability, Listening-O&M teammates strive to deliver superior service across the continuum of healthcare. O&M is committed to creating a growth-oriented culture that values each teammate's perspective and contributions.

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
The Senior Financial Analyst on the plan finance team will have a key role in supporting the plan's ability to achieve its financial and strategic goals. The Senior Financial Analyst will partner with the Sr. Manager and CFO in the monthly close process, budgeting and forecasting, and various analyses that provide valuable insight to the plan leadership. The Senior Financial Analyst will collaborate with the plan leadership to identify and/or evaluate savings initiatives, generate accurate forecast, and handle inquiries related to budget/forecast. The candidate will be responsible for preparing the regulatory reporting and supporting other reporting functions.
The candidate must demonstrate strong problem-solving skills and must be a naturally inquisitive person. The candidate should have a strong desire to innovate and drive efficiencies. The ideal candidate is eager to learn about the Medicaid business and apply knowledge to analyses that will support the business' ability to grow.
Other responsibilities include by not limited to:
+ Taking a key role in creating accurate and timely reporting to State and auditors.
+ Collaborating with senior leadership to ensure accurate forecasting and budgeting.
+ Developing a strong business acumen to help drive performance through cost saving and/or process efficiencies,
+ Perform in-depth analysis to help support the business ability to achieve and exceed the strategic goals.
+ Partner with Actuary and MEU teams to develop strategy and mitigate risk.
+ Monthly Premium billing and reconciliation.
**Required Qualifications**
+ Minimum of 3 years of experience in financial planning, reporting, and analysis.
+ Experience with a large ERP financial systems such as Hyperion and SAP.
+ Advanced skills in Microsoft tools (e.g., Excel with Power Query and/or Power BI, Pivot Tables, AI) or other data platforms (e.g., Tableau, SQL, macros).
+ Strong analytical and problem-solving skills.
+ Excellent communication and collaboration abilities.
**Preferred Qualifications**
+ Preferred fields of study: Finance, Accounting, or Business Administration.
+ Medicaid experience preferred, not required.
**Education**
+ Bachelor's degree required.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 09/29/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Manager, FP&A will support Lumen's Transformation Office (LTO), focusing on core growth pillars: building the backbone of AI, cloudify telecom, and bending the curve on core services. This individual will manage strategic growth initiatives in partnership with business leaders and cross-functional teams, providing governance and decision support for Lumen's strategic investments. The role will help shape strategy, develop processes, and drive execution through actionable insights, with high visibility to senior leadership and the opportunity to see their direct impact to the success of Lumen's transformation strategy
The ideal candidate will thrive in a fast-paced environment and have a passion for driving business outcomes through transformation strategies in alignment with Lumen's 8 cultural beliefs of Teamwork, Trust, Transparency, Clarity, Courage, Customer Obsession, Growth Mindset, and Respect.
**Location**
This is a remote position open to candidates based anywhere in the U.S.
**The Main Responsibilities**
+ Partner with business FP&A and cross-functional teams to build collaborative, value-based relationships.
+ Apply financial expertise with a firm understanding of finance and accounting concepts, demonstrating superb analytical abilities and strong attention to detail.
+ Lead and participate in cross-departmental transformation initiatives, ensuring alignment with company objectives.
+ Contribute to the development of the business units' plans and programs, providing strategic financial input and influencing decision-making.
+ Work with finance leadership to build the financial infrastructure for corporate governance processes in partnership with the business.
+ Establish and monitor metrics, tracking, and insights to ensure accountability for project benefits and costs.
+ Develop and deliver management reports in partnership with business and finance teams, utilizing tools such as Power BI.
+ Communicate progress, risks, and opportunities to senior leadership, fostering transparency and continuous improvement.
+ Foster learning opportunities by formulating questions and analyses for the team to research.
+ Adapt to evolving strategies and requirements, demonstrating agility in a dynamic environment.
**What We Look For in a Candidate**
**Required:**
+ Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
+ 8-10+ years of experience in an FP&A and/or finance business partner role leading transformation or continuous improvement programs, simplifying and automating processes using technology.
+ A proven track record of cross-functional management across multiple projects concurrently, demonstrating strong business acumen and ability to manage competing deadlines and deliverables in driving projects to closure.
+ Strong communication skills, with ability to build trust with colleagues, tell a story backed by data, and influence decision making.
+ Demonstrated adaptability and comfort with change in a fast-paced environment, with ability to apply a set of tools or a framework to an ambiguous problem by identifying key metrics, mapping the process, and performing root cause analysis.
+ High attention to detail and ability to spot underlying trends and inconsistencies in financial data and analysis.
**Preferred:**
+ People leadership experience, managing a team of direct reports, developing talent and managing performance.
+ Experience utilizing Power BI for report building and data analysis.
+ Familiarity with project management tools or systems.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$129,639 - $72,852 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
136,121 - 181,494 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
142,603 - 190,137 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits ( Bonus Structure
#LI-Remote
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
09/17/2025

**About Lumen**
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Senior Manager, FP&A will play an integral part in providing strategic and analytical perspective to the Mass Markets teams focused on operating expenses. Reporting to the Director of FP&A, this role will oversee and partner with the business leaders to deliver insights and recommendations to steer the business to meet its operating expense plan and objectives.
The ideal candidate will be highly analytical with the ability to build trusted partnerships and influence through a big picture perspective. They will own commitments and as a leader, demonstrate Lumen's 8 cultural beliefs of Teamwork, Trust, Transparency, Clarity, Courage, Customer Obsession, Growth Mindset, and Respect.
**Location**
This is a remote position open to candidates based anywhere in the U.S., with a preference for those based in the Denver, CO metro area.
**The Main Responsibilities**
+ Ownership of headcount and non-headcount operating expense forecasting, budgeting, and long-range planning for the Mass Markets function.
+ Oversight and management of operating expense month-end financial reporting, variance analysis, and insights.
+ Partner closely with business unit executives to manage operating expense budget and supporting activities.
+ Create and maintain financial models using complex data sets and formulas to deliver insightful reporting, develop multiple scenarios, provide recommendations, and improve financial projections.
+ Analyze, identify, and communicate trends and issues impacting the business on a recurring basis to identify and make suggestions for profitability improvements.
+ Collaborate with cross-functional teams for ongoing process improvements to increase automation and efficiency.
+ Lead and mentor team of FP&A Analysts, developing talent and managing performance.
**What We Look For in a Candidate**
**Required:**
+ Bachelors degree in Business, Finance, Accounting, or related field with strong grasp of GAAP accounting and financial statements.
+ 8-10+ years of progressive Finance experience with demonstrated ability to adapt with evolving technology, continuously seeking opportunities to drive automation and operational efficiencies.
+ 5+ years of people leadership experience, managing a team of direct reports, building and developing high performing teams in a remote environment.
+ Ability to build credibility and communicate effectively across cross-functional teams and all levels of management, including senior executives and key stakeholders.
+ Strong analytical skills with the ability to leverage data to tell a story, convey complicated analysis findings to key stakeholders, and influence decision making.
+ Highly proficient in advanced Excel functions and PowerPoint design to support data-driven presentations and reporting.
+ Results-oriented with ability to work independently and manage competing deadlines and deliverables both at an individual and cross-functional level.
**Preferred:**
+ MBA, CPA, CFA and/or other comparable certification applicable to the role.
+ Experience with analytic and business intelligence software (SAP Analytics Cloud, Essbase, Anaplan, Power BI experience a plus).
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$129,639 - $72,852 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
136,121 - 181,494 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
142,603 - 190,137 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits ( Bonus Structure
#LI-Remote
#LI-KM1
Requisition #:
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page ( . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
**Application Deadline**
09/11/2025

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 AnalysisMcLean, VA: 146,100 - 166,700 for Manager, Financial AnalysisRichmond, 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 theCapital 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).