23 Investment Analysis jobs in Richmond

Sr. Associate, Financial Analysis

The Card Services Finance team, within Card Finance, is seeking a Senior Financial Analyst to support the Card Association Management team (CAM). The CAM Finance team is responsible for supporting all aspects of our credit card payment processing networks (Visa & Mastercard), including full ownership of network fees and benefits expense forecasting and reporting, as well as performing ad hoc analysis in support of interchange rate and product optimization and efficiencies within the space. This role includes data analysis, forecasting, and strategic partnership with the business, where storytelling on top of a deep understanding of the complex revenue and cost components of interchange and network expenses will be needed.

The ideal candidate is someone who is analytically curious, enjoys financial analytics, and is excited to help drive an important and continually expanding aspect of the Card business.

As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance, and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient.

Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates. They provide management and business clients with project statuses as well as perform reporting and analysis to support presentations and ad-hoc requests.

The role requires strong analytical, communication, problem solving, strategic thinking, and influencing skills in order to effectively:

• Conduct analysis and articulate outcomes and relevant insights

• Develop presentations to senior audiences to communicate insights and to influence business and financial outcomes

• Partner with business teams to assess the financial implications of ongoing and proposed efforts to optimize business performance

• Foster trusted business partnerships

• Collaborate with multidisciplinary teams

Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management

• Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data

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

• Independently manage and prioritize workload

• Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment

• Demonstrate a passion to learn and continuously develop FP&A and technical skills

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 2 years’ experience in financial analysis

• At least 2 years’ experience with financial modeling

Preferred Qualifications:

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

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

• 3+ years’ experience in financial analysis

• 3+ years’ experience with financial modeling

• 2+ years’ experience in strategic analysis and planning

• Experience in Microsoft Excel and G Suite

• Demonstrated independent problem solving and strategic thinking abilities

• Strong teamwork skills; ability to positively contribute to overall success of the team

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.

McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst

Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst

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

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

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; 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).

Senior Associate, Financial Analysis

As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests.

The role requires strong communication, problem solving, critical thinking, and influencing skills in order to effectively:

• Articulate outcomes of analysis and relevant insights

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

General Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management

• Collaborate with system analysts to maintain and develop system to house models

• Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data

• 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 and prioritize workload

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 2 years of experience in financial analysis

• At least 2 years of experience with financial modeling

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

• At least 3 years of experience in financial analysis

• At least 3 years of experience with financial modeling

• Experience in Google Suite (Google Docs, Google Sheets, Google Slides)

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.

McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst

Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst

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

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

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; 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).

Sr. Associate, Financial Analysis

The Card Services Finance team, within Card Finance, is seeking a Senior Financial Analyst to support the Card Association Management team (CAM). The CAM Finance team is responsible for supporting all aspects of our credit card payment processing networks (Visa & Mastercard), including full ownership of network fees and benefits expense forecasting and reporting, as well as performing ad hoc analysis in support of interchange rate and product optimization and efficiencies within the space. This role includes data analysis, forecasting, and strategic partnership with the business, where storytelling on top of a deep understanding of the complex revenue and cost components of interchange and network expenses will be needed.

The ideal candidate is someone who is analytically curious, enjoys financial analytics, and is excited to help drive an important and continually expanding aspect of the Card business.

As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance, and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient.

Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates. They provide management and business clients with project statuses as well as perform reporting and analysis to support presentations and ad-hoc requests.

The role requires strong analytical, communication, problem solving, strategic thinking, and influencing skills in order to effectively:

• Conduct analysis and articulate outcomes and relevant insights

• Develop presentations to senior audiences to communicate insights and to influence business and financial outcomes

• Partner with business teams to assess the financial implications of ongoing and proposed efforts to optimize business performance

• Foster trusted business partnerships

• Collaborate with multidisciplinary teams

Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management

• Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data

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

• Independently manage and prioritize workload

• Address and deliver on ad-hoc requests and special projects, often in an ambiguous environment

• Demonstrate a passion to learn and continuously develop FP&A and technical skills

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 2 years’ experience in financial analysis

• At least 2 years’ experience with financial modeling

Preferred Qualifications:

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

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

• 3+ years’ experience in financial analysis

• 3+ years’ experience with financial modeling

• 2+ years’ experience in strategic analysis and planning

• Experience in Microsoft Excel and G Suite

• Demonstrated independent problem solving and strategic thinking abilities

• Strong teamwork skills; ability to positively contribute to overall success of the team

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.

McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst

Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst

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

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

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; 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).

Senior Associate, Financial Analysis

As a Senior Financial Analyst, you will work for a company that invests in ways to tell stories, view trends, and diagnose results in a more compelling and visual nature. You will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance and you will be asked to challenge our current well-managed processes to be more proactive, effective and efficient. Senior Financial Analysts perform financial data analysis in preparing Profit & Loss or other statements and frequently build reports for higher level associates; provide management and business clients with project statuses; perform reporting and analysis to support presentation and ad-hoc requests.

The role requires strong communication, problem solving, critical thinking, and influencing skills in order to effectively:

• Articulate outcomes of analysis and relevant insights

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

General Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management

• Collaborate with system analysts to maintain and develop system to house models

• Coordinate and collect input data from Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data

• 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 and prioritize workload

Basic Qualifications:

• Bachelor’s Degree or military experience

• At least 2 years of experience in financial analysis

• At least 2 years of experience with financial modeling

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

• At least 3 years of experience in financial analysis

• At least 3 years of experience with financial modeling

• Experience in Google Suite (Google Docs, Google Sheets, Google Slides)

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.

McLean, VA: $94,600 - $07,900 for Sr. Financial Analyst

Richmond, VA: 86,000 - 98,200 for Sr. Financial Analyst

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

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

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; 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).

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.
*Team/ Role Paragraph:*
Platform and Core FP&A supports the infrastructure and core teams that power every Coinbase product, including Cloud, Security, and Developer Productivity. Our objective is to provide CFO-level partnership to these mission-critical teams, helping guide decisions on cloud spend, build-versus-buy tradeoffs, and long-range platform investment. From modeling cost dynamics to influencing resourcing strategies, this role sits at the intersection of finance, strategy, and technical execution. It's a uniquely cross-functional seat with exposure to senior leadership and a mandate to help Coinbase scale securely and efficiently.
*What you'll be doing (ie. job duties):***
* Support the development of the annual budget and ongoing forecasting processes, including variance analysis and trend identification.
* Review month-end close activities in collaboration with the Accounting team and be a subject matter expert for the Operations & Technology team.
* Create business review materials and lead presentations with functional leadership.
* Develop tools and resources to drive insights related to budget allocation, attribution analysis and financial reporting which will guide decision making.
* Work cross-functionally with key partners on P&L forecasting, headcount management and ad hoc analysis.
* Develop impactful, compelling presentation materials (decks, notes, write-ups, backup materials, etc.) that effectively communicates financial projections, drivers, business performance, risks and opportunities to leadership.
* Conduct ad-hoc analysis and special projects as requested by senior management.
*What we look for in you (ie. job requirements):***
* University degree in Finance, Accounting, Economics or related subject area.
* Minimum of 7 years experience in an analytical and/or planning role at a public company or consulting, banking, tech etc.
* Experience with financial modeling and analysis.
* Outstanding analytical skill, with a passion for metrics and data; ability to apply in order to influence and drive decision making.
* Self-starter who is intellectually curious and not afraid to seek out projects independently.
* High competence and passion for sophisticated problem solving applying financial modeling and analysis, including advanced dashboards.
* Excellent communication and interpersonal skills with the ability to build relationships with cross-functional teams.
*Nice to haves:*
* Advanced degree in business or finance.
* Experience with visualization tools (Looker, etc.) and financial software (Anaplan, Coupa, NetSuite, etc.) is a plus.
* SQL experience working with large datasets and creating data visualization tools. (Python and SQL skills are a plus.)
* Experience with financial tech, crypto or traditional financial services.
Job #: P65759
*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 target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$166,345-$195,700 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

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.

Our client, a prestigious financial institution based in Richmond, Virginia , is seeking a highly analytical and results-oriented Senior Investment Analyst. This critical role involves conducting in-depth financial research, evaluating investment opportunities, and providing strategic recommendations to portfolio managers and senior leadership. The ideal candidate will possess a deep understanding of capital markets, financial modeling, and risk assessment, coupled with exceptional analytical and communication skills. This is an on-site position, offering the opportunity to work within a dynamic and collaborative finance team.

Key Responsibilities:

• Perform comprehensive financial analysis and valuation of public and private companies across various sectors.
• Develop complex financial models (e.g., DCF, LBO, comparable company analysis) to support investment decisions.
• Conduct thorough due diligence on potential investments, including market research, competitive analysis, and management assessments.
• Monitor and analyze macroeconomic trends, industry developments, and geopolitical events that may impact investment portfolios.
• Prepare detailed investment research reports, presentations, and memos for internal stakeholders and investment committees.
• Identify and evaluate new investment opportunities aligned with the firm's investment strategy and risk tolerance.
• Track the performance of existing portfolio investments and provide ongoing analysis and recommendations.
• Collaborate with portfolio managers to implement investment strategies and manage portfolio risk.
• Stay informed about regulatory changes and market best practices in the banking and finance industry.
• Build and maintain relationships with industry contacts, sell-side analysts, and company management teams.
• Assist in the preparation of client reports and presentations.
• Utilize financial databases and analytical software (e.g., Bloomberg, FactSet) effectively.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly preferred.
• Minimum of 5 years of experience in investment analysis, equity research, portfolio management, or investment banking.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of financial statements, accounting principles, and capital markets.
• Excellent analytical, critical thinking, and problem-solving skills.
• Proficiency with financial data platforms such as Bloomberg Terminal, Refinitiv Eikon, or FactSet.
• Advanced proficiency in Microsoft Excel, including complex formulas, data manipulation, and VBA.
• Outstanding written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work effectively under pressure, manage multiple projects, and meet tight deadlines.
• High level of integrity, attention to detail, and strong work ethic.
• Experience in a demanding financial environment is essential.

This role offers a competitive salary, performance-based bonuses, comprehensive benefits, and significant opportunities for career advancement within a leading financial services firm in Richmond, Virginia .