Note: The job is a remote job and is open to candidates in USA. Wealthfront is a financial technology company that builds investment and financial products to help people grow and manage their money. The FP&A Analyst will support month-end close, financial reporting, forecasting, budgeting, variance analysis, financial modeling, and process improvement while partnering with Accounting and teams across the business.
Responsibilities
- Support the monthly close process by preparing reports, tracking deliverables and helping ensure a smooth and timely close
- Analyze the income statement, balance sheet, and statement of cash flows to understand business performance and identify key drivers
- Prepare detailed variance analyses by comparing actual results against forecasts and prior periods and providing commentary
- Work closely with the Accounting team to understand the business results and ensure financial information is complete and accurate
- Partner with teams across the business to gather assumptions, understand upcoming initiatives, and incorporate them into budgets and forecasts
- Improve recurring reports and identify opportunities to automate or simplify existing processes
- Support the semiannual budgeting processes and monthly rolling forecasts across the business
- Maintain and improve financial models used for planning and reporting
- Analyze business trends and help explain changes in financial performance
- Prepare recurring analyses that support planning and decision making
- Support the production of monthly, quarterly, and annual financial presentations for company leadership and external stakeholders
- Support ad-hoc analyses to answer new business questions and inform decision-making
- Help improve finance processes, reporting, and workflows as the company continues to scale
Skills
- Bachelor's Degree (or equivalent) in Finance, Accounting, Economics, or a related field, with a strong grasp of fundamental finance principles
- 2-4 years of experience in an FP&A, accounting, or a similar finance role
- A strong understanding of accounting principles and financial statements:
- Comfortable working in a fast-paced environment and taking ownership of your work
- Strong organizational skills and the ability to manage multiple priorities and deadlines
- Excellent attention to detail and a commitment to producing accurate, high-quality work
- High integrity and discretion when handling confidential financial information
- Experience in financial modeling including working with a three-statement financial model is preferred
- Experience with enterprise accounting software (e.g., Netsuite) is preferred
- Experience with Google Workspace (G Suite) is a plus
- Database experience (e.g., SQL) is a plus
Benefits
- Equity
- A discretionary bonus
- Medical coverage
- Dental coverage
- Vision coverage
- A 401(k) with company match
- An Employee Stock Purchase Plan (ESPP)
- Generous time off
- Parental leave
- Wellness reimbursements
- Professional development
- An employee investing discount
Company Overview
Company H1B Sponsorship