FP&A Analyst, Wealthfront
$80-108k
Plus equity and discretionary bonus
Automated investment management
Be an early applicant
Automated investment management
201-500 employees
Be an early applicant
$80-108k
Plus equity and discretionary bonus
201-500 employees
Company mission
To build a financial system that favors people, not institutions.
Role
Who you are
- The ideal candidate will demonstrate strong organizational skills when managing competing priorities and adeptly handle both familiar and unfamiliar tasks
- Bachelor's Degree (or equivalent) in Finance, Accounting, or Economics related field
- 2-4 years of experience in an FP&A role
- 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
- Self-starter who regularly takes initiative and can juggle multiple projects simultaneously, demonstrating creativity and judgment while prioritizing appropriately to meet tight deadlines
- A proven ability to problem solve and proactively address issues in a professional and effective manner
- Takes pride in meeting deadlines and exceeding expectations on quality of output
- Relentless attention to detail with the ability to adapt communications based on the audience
- Unquestionable ethics. High standard for integrity required for exposure to confidential company performance, legal contracts, and employee information
- Approaching problems with curiosity and intellectual rigor
- Transforming complexity or ambiguity into clarity
- Going above and beyond to make the people around you successful
- Being enterprising and self-driven: moving with urgency, being solution-oriented
- Being excited to learn and grow with the company
What the job involves
- 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
- They will also be proficient in analyzing and preparing data for internal and external stakeholders
- Last but not least, they will be passionate about the industry and possess a team player mentality to support their own professional development as well as the team’s ultimate goals
- Wealthfront’s Finance and Accounting team operates cross-functionally, collaborating with multiple departments across the company
- The team understands the value they bring to our mission of building a financial system that favors people and not institutions, because every business area feels the impact of their work
- 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 (direct & indirect) by preparing variance analysis reports and forecasts
- Proactively identify, develop, and implement enhancements to existing reporting and business processes
- Assist in the preparation of Wealthfront’s annual budgets, forecasts, and long-range financial plans
- Leverage insights from the month-end close and other projects to improve the quality of Wealthfront’s operating and financial models
- Support the production of monthly, quarterly, and annual financial presentations
- Continuously improve and implement new financial and operational processes to support the Finance and Accounting teams
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. There are other companies working on robo-advisors too, such as Morgan Stanley and Betterment.
Nonetheless, with an impressive and steadily increasing list of clients, with more than $50B of assets under its management, Wealthfront achieved Unicorn status in September 2022. Wealthfront is diversifying its offerings, branching into high-interest checking accounts and investment advice.
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
- 401(k)
- Medical/Vision/Dental insurance
- HSA contributions for high deductible plans
- Discretionary time off policy
- 16 weeks of paid parental leave (both parents)
- Flexible working hours
- Monthly wellness reimbursement
Company HQ
University South, Palo Alto, CA
Leadership
Dan Carroll
(CSO)They studied Finance and Entrepreneurship at the University of Arizona before using this expertise to co-found Wealthfront in December 2008.
Andy Rachleff
(Executive Chairman)Prior to Wealthfront, they co-founded and was General Partner of Benchmark Capital, where they were responsible for investing in a number of successful companies including Equinix, Juniper Networks, and Opsware.
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