FP&A Analyst
Wealthfront
Remote job description
At Wealthfront we believe everyone's personal finances can be optimized and automated for a very low fee using high-end technology. To achieve that, we built a software-only approach, which also helped create a new category: robo-advisors. We've paired the expertise of our PhD-clad research team with the exceptional talents of our engineering, product and design teams to deliver sophisticated products and services to our clients that are easy and fun to use. And that plan has worked! We have loyal clients from every state who trust us with over $30 billion in assets...and we're just getting started. So if you're passionate about helping people secure their ambitions while helping to change an industry, keep reading.
Wealthfront is currently hiring a finance professional to join its established FP&A team. This individual will help with the monthly close, budgeting and forecasting, as well as ad hoc projects that involve financial modeling.
Plus benefits including medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About Wealthfront
Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $27 billion of our client's hard earned savings, created the robo-advisor category and transformed the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.
Wealthfront's vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially, that's transformational to their lives and their long-term future.
Please review our candidate privacy notice
Summary
Company name: Wealthfront
Remote job title: FP&A Analyst
Job tags: transaction fees, asset management, fintech
Wealthfront is currently hiring a finance professional to join its established FP&A team. This individual will help with the monthly close, budgeting and forecasting, as well as ad hoc projects that involve financial modeling.
Responsibilities
- Close/Reporting (50%): 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.
- Budgeting/Planning (35%): 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.
- Analysis (15%): 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
- 3-6 years of experience in an FP&A role or similar quantitative role.
- Unquestionable ethics. High standard for integrity required for exposure to confidential company performance, legal contracts, and employee information.
- Relentless attention to detail with the ability to calibrate communications to the level of detail appropriate to the situation and audience.A proven ability to problem solve and proactively address issues in a professional and effective manner.
- Self-starter who regularly takes initiative and can juggle multiple projects simultaneously, demonstrating creativity and judgment while prioritizing appropriately to meet tight deadlines.
- Takes pride in meeting deadlines and exceeding expectations on quality of output.
- 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.
- Bachelor's Degree (or equivalent) in Finance, Accounting, or Economics related field.
Plus benefits including medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About Wealthfront
Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $27 billion of our client's hard earned savings, created the robo-advisor category and transformed the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.
Wealthfront's vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially, that's transformational to their lives and their long-term future.
Please review our candidate privacy notice
Summary
Company name: Wealthfront
Remote job title: FP&A Analyst
Job tags: transaction fees, asset management, fintech
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