Financial Planning Analyst

February 19

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

💵 $94k - $108.9k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis

🦅 H1B Visa Sponsor

Apply Now

Receive Emails with Similar Jobs

Wealthfront

WebsiteLinkedInAll Job Openings

Wealthfront is a financial technology company specializing in automated investment services and financial planning tools. It offers a range of services including automated bond ladders, cash management with a competitive annual percentage yield, and comprehensive long-term investment strategies utilizing diversified index funds. Wealthfront's platform is recognized for its ease of use and efficient automation in managing savings, investments, and retirement funds. The company's offerings include FDIC-insured cash accounts, advisory services, tax-loss harvesting, and personalized investment portfolios. Wealthfront aims to help individuals grow their wealth through accessible, low-cost financial solutions tailored to individual risk preferences and financial goals.

personal finance • investment management • portfolio management • software • financial planning

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

📋 Description

• Wealthfront is looking for a junior FP&A Analyst, who will report directly to the Senior Director of Finance. • This role is a great opportunity for someone eager to grow, driven by a collaborative spirit, and constantly seeking learning opportunities. • The successful candidate will consistently show how they stay organized amidst competing priorities, how they engage with both familiar and unfamiliar tasks, as well as how they analyze and prepare data for stakeholders within the team and company at large. • Last but not least, they will be passionate about the industry and possess a team player mentality to support their own professional development as well as the team’s ultimate goals. • Wealthfront’s Finance and Accounting team operates cross-functionally, collaborating with multiple departments across the company. • The team understands the value they bring to our mission of building a financial system that favors people and not institutions, because every business area feels the impact of their work. • We’re a remote-first team and open to candidates in the US. • 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.

🎯 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). Database experience (e.g., SQL) a plus. • 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.

🏖️ Benefits

• medical • vision • dental • 401K plan • generous time off • parental leave • wellness reimbursements • professional development • employee investing discount • more!