Principal Associate, Close & SEC Reporting

Principal Associate, Close & SEC Reporting

We are seeking a highly motivated professional that is interested in working in a collaborative and dynamic financial services company to join our Close & SEC Reporting team. This Principal Associate will be focused on the accurate and timely compilation of monthly and quarterly close materials, which have a high degree of visibility with senior leadership. We are looking for a curious-minded individual that enjoys working with data and collaborating across multiple teams in order to reach company-wide and organizational-wide goals.

Major Responsibilities

• Lead preparation of close materials, prepare analytical reviews and validation processes
• Build strong relationships with our accounting and finance partners to support a collaborative work environment and act as the central point of contact for line of business accounting teams
• Drive story telling of monthly/quarterly results and communicate those results to stakeholders, both through formal and informal channels
• Extract, analyze, and validate data from Onestream to support close materials
• Drive process improvements and support implementation of automation efforts
• Oversee the drafting of MD&A language for total company and segment results in our 10-Q and 10-K, as well as support other reporting areas as needed
• Act as owner of our third-party system (Workiva) for close materials, including managing access, updates, and data roll-forwards
• Support control processes and engage with audit and compliance groups as necessary
• Support ad-hoc research projects, peer analysis, and disclosure update proposals
• Support broader enterprise initiatives including building out materials and/or processes to support potential acquisitions and/or divestitures

Ideal Candidate Should Possess

• Strong written and verbal communication skills
• Strong analytical and problem-solving skills
• Ability to multitask and prioritize effectively
• Ability to produce high quality materials within tight timeframes
• Experience with financial and/or accounting reporting systems

Basic Qualifications

• Bachelor's degree or military experience
• At least 3 years of experience in Accounting, Finance, or Audit

Preferred Qualifications

• Bachelor's degree in Accounting, Finance or Business
• Certified Public Accountant (CPA)
• 2+ year of financial analysis experience (OneStream a plus)
• 1+ year of financial and accounting reporting systems experience (Workiva a plus)
• 1+ year of financial institution experience

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.

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.