Junior FP&A Analyst

3 weeks, 5 days ago
Full-time
Junior
Finance and Accounting
Wealthfront

Wealthfront

Wealthfront is a leading financial planning and investing platform that combines technology and academic strategies to help individuals grow their wealth easily and affordably.

Capital Markets
51-250
Founded 2011
$274M raised

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 key drivers.
  • Prepare variance analyses comparing actual results against forecasts and prior periods, with commentary.
  • Work closely with the Accounting team 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 existing processes.
  • Support semiannual budgeting and monthly rolling forecast processes across the business.
  • Maintain and improve financial models used for planning and reporting.
  • Analyze business trends and help explain changes in financial performance.
  • Support monthly, quarterly, and annual financial presentations for 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 scales.

Requirements

  • Bachelor's degree (or equivalent) in Finance, Accounting, Economics, or a related field.
  • 2-4 years of experience in FP&A, accounting, or a similar finance role.
  • Strong understanding of accounting principles and financial statements.
  • Experience with financial modeling, including a three-statement financial model, is preferred.
  • Experience with enterprise accounting software such as NetSuite is preferred.
  • Experience with Google Workspace (G Suite) is a plus.
  • Database experience such as SQL is a plus.
  • Comfortable working in a fast-paced environment and taking ownership of your work.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Excellent attention to detail and commitment to producing accurate, high-quality work.
  • High integrity and discretion when handling confidential financial information.

Benefits

  • Estimated annual salary range of $94,000-$109,000 USD.
  • Equity.
  • Discretionary bonus.
  • Medical, dental, and vision coverage.
  • 401(k) with company match.
  • Employee Stock Purchase Plan (ESPP).
  • Generous time off.
  • Parental leave.
  • Wellness reimbursements.
  • Professional development.
  • Employee investing discount.

Interested in this position?

Apply directly on the company website

Apply Now

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