Junior FP&A Analyst

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🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

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Wealthfront

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

💸 Finance

💳 Fintech

☁️ SaaS

💰 $69.7M Convertible Note on 2022-09

Finance • Fintech • SaaS

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.

📋 Description

• 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 comparing actual results against forecasts and prior periods, with commentary • Work closely with Accounting to ensure financial information is complete and accurate • Partner with teams across the business to gather assumptions and incorporate upcoming initiatives into budgets and forecasts • Improve recurring reports and identify opportunities to automate or simplify processes • Support semiannual budgeting and monthly rolling forecasts • Maintain and improve financial models used for planning and reporting • Analyze business trends and explain changes in financial performance • Prepare recurring analyses supporting planning and decision-making • Support monthly, quarterly, and annual financial presentations for leadership and external stakeholders • Support ad-hoc analyses and improve finance processes, reporting, and workflows

🎯 Requirements

• 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 similar finance role • Strong understanding of accounting principles and financial statements • Experience in financial modeling, including three-statement financial models, preferred • Experience with enterprise accounting software such as NetSuite, preferred • Experience with Google Workspace, a plus • Database experience such as SQL, a plus • Strong organizational skills and ability to manage multiple priorities and deadlines • Excellent attention to detail and commitment to accurate, high-quality work • High integrity and discretion when handling confidential financial information • Comfortable working in a fast-paced environment and taking ownership of work