Financial Planning Analyst

Summary

Join Wealthfront as a Junior FP&A Analyst and report directly to the Senior Director of Finance. This role offers significant growth opportunities for a collaborative and driven individual. You will manage monthly close processes, assist with financial statement reviews, and improve reporting and business processes. You will also contribute to budgeting and planning, create financial presentations, and perform ad-hoc analyses. The ideal candidate possesses a Bachelor's degree in a relevant field, 2-4 years of FP&A experience, and strong analytical and modeling skills. Wealthfront offers a remote-first environment and a competitive compensation package including equity, bonuses, and comprehensive benefits.

Requirements

• Bachelor's Degree (or equivalent) in Finance, Accounting, or Economics related field
• 2-4 years of experience in an FP&A role or similar quantitative role
• Excellent analytical skills and a strong proficiency in financial modeling and enterprise accounting software (e.g., Netsuite)
• Ability to work in a fast-paced environment with minimal supervision
• Self-starter who regularly takes initiative and can juggle multiple projects simultaneously, demonstrating creativity and judgment while prioritizing appropriately to meet tight deadlines
• A proven ability to problem solve and proactively address issues in a professional and effective manner
• Takes pride in meeting deadlines and exceeding expectations on quality of output
• Relentless attention to detail with the ability to calibrate communications to the level of detail appropriate to the situation and audience
• Unquestionable ethics. High standard for integrity required for exposure to confidential company performance, legal contracts, and employee information

Responsibilities

• Manage the scheduling, planning, and preparation of the monthly Close
• Assist with the monthly review of Income Statement, Balance Sheet, and Statement of Cash Flow (direct & indirect) by preparing variance reports and forecasts
• Proactively identify, develop, and implement enhancements to existing reporting and business processes
• Leverage insights from the month-end close and other projects to improve the quality of Wealthfront’s operating and financial models
• Assist in maintaining Wealthfront’s consolidated corporate financial model with other Finance team members
• Support the production of monthly, quarterly, and annual financial presentations
• Refine systems, modeling tools, and techniques to support business growth and seek out process improvement opportunities
• Perform ad hoc analyses that drive strategic business decisions. Analyze data and financial and business metrics used by the company and senior management

Preferred Qualifications

Database experience (e.g., SQL)

Benefits

• Estimated annual salary: $ 94,050-108,900, plus equity and discretionary bonus
• Medical, vision, dental
• 401K plan
• Generous time off
• Parental leave
• Wellness reimbursements
• Professional development
• Employee investing discount
• Remote work