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FP&A Analyst - Remote

Posted 6 weeks ago
Finance / Legal
Full Time
USA

Overview

Wealthfront is looking for a junior FP&A Analyst, who will report directly to the Senior Director of Finance. This is an excellent opportunity for a collaborative individual who is eager to learn and grow.

In Short

  • 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.
  • Proactively identify, develop, and implement enhancements to existing reporting and business processes.
  • Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
  • Leverage insights from the month-end close to improve operating and financial models.
  • Support the production of financial presentations.
  • Continuously improve and implement new financial and operational processes.

Requirements

  • Bachelor's Degree in Finance, Accounting, or Economics.
  • 2-4 years of experience in an FP&A role.
  • Excellent analytical skills and proficiency in financial modeling and accounting software.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Self-starter with the ability to juggle multiple projects.
  • Proven ability to problem solve and address issues professionally.
  • Attention to detail and adaptability in communication.
  • High standard for integrity required for exposure to confidential information.

Benefits

  • Collaborative work environment.
  • Opportunities for professional development.
  • Focus on innovation and improvement.
Wealthfront logo

Wealthfront

Wealthfront is a pioneering financial technology company that transformed the investment advisory landscape by providing automated investing solutions that make sophisticated investment strategies accessible to a broader audience at a lower cost than traditional financial advisors. With a mission to build a financial system that favors individuals over institutions, Wealthfront has expanded its offerings to include exceptional banking features through its Brokerage Cash Account, enabling clients to automate their finances seamlessly. The company has attracted over $70 billion in client assets and continues to innovate in the robo-advisor space, aiming to empower young investors to make informed decisions and build long-term wealth effortlessly. Wealthfront values diversity and is committed to creating an inclusive environment for all employees.

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