FP&A Analyst, Wealthfront
$94-109k
+ Bonus, Equity & ESPP
Automated investment management
Posted today
Automated investment management
201-500 employees
Posted today
$94-109k
+ Bonus, Equity & ESPP
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- 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:
- 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
- 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
- You’ll Enjoy This Role If You:
- Enjoy understanding how the numbers tell the story of a business
- Like digging into variances to understand what changed and why
- Find satisfaction in producing accurate work and catching small details
- Are curious and ask questions when something doesn’t make sense
- Move with urgency, take initiative, and are inherently solution-oriented
- Like improving spreadsheets, reports and models instead of simply maintaining them
- Want to build a strong foundation in FP&A while learning from experienced teammates and growing alongside the company
- Enjoy working with people who are collaborative, direct and are always willing to help each other to solve a problem
What the job involves
- We are looking for a FP&A Analyst to join our Finance team. This role is a great fit for someone who enjoys working with numbers, has a solid foundation in finance or accounting, and wants to build a career in FP&A
- This is a hands-on role with significant involvement in the month-end close. You’ll spend most of your time supporting financial reporting, forecasting, and budgeting processes
- If you're the kind of person who enjoys understanding how transactions flow through the financial statements, investigating variances, and turning financial data into meaningful insights, you’ll enjoy this role
- Our Finance team helps the company understand how the business is performing and where it is headed. We own financial reporting, budgeting, forecasting, and the month-end close, while partnering closely with the Accounting team to ensure our financial data is accurate and reliable
- 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
Our take
Wealthfront's platform takes the hassle and stress out of investing, financial planning, borrowing, and saving with automated services and financial advice. Its robo-advisor allows customers to set a financial limit on their accounts; anything above the limit is moved into an investment account or another account chosen by the customer.
Indeed, it has some similarities to round-up apps like Acorn, which round up purchases and put the spare change into savings. Other companies are working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients and more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022 and became public in December 2025. However, lower-than-expected stock prices have led to federal investigations and talks of a restructuring. Regardless, its diversified offerings and high-interest checking accounts retain the company's strong position.
Steph
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jan 2018
$75m
SERIES E
Oct 2014
$64m
SERIES D
Total funding: $204.5m
Company benefits
- Lunch and snacks on the house: Enjoy lunches, snacks, coffee and stipends to go out to lunch with coworkers.
- More tools in your toolbox: Join one of our affinity groups, attend leadership trainings and receive 1:1 mentorship. We give team members a quarterly learning stipend so we can all continue to grow and improve.
- Commuting made easy: We’re a short walk from the Palo Alto Caltrain and all employees receive a Caltrain pass. Our co-working space in San Francisco is great for days when you need to work from the city. An additional transportation stipend and relocation bonuses make getting to the office a breeze.
- Prioritize Wellness: Stay happy and healthy however you choose with our monthly wellness reimbursement. You define what wellness means for you — a massage, running sneakers, or dance classes? It’s your call.
- Work/life balance (no, really): We have flexible working hours, a discretionary time off policy and offer 16 weeks of paid parental leave (both parents). We work hard, but we rejuvenate too.
- Your health matters: We provide comprehensive medical, dental and vision coverage for you and your family, including HSA contributions for high deductible plans.
Company HQ
University South, Palo Alto, CA
Leadership
Dan Carroll
(Founder & CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
David Fortunato
(CEO)David has been at Wealthfront since 2009, joining the company as CTO. He then became the President in 2019 and CEO in 2021.
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