Financial Planning Analyst

Wealthfront is looking for a junior FP&A Analyst, who will report directly to the Senior Director of Finance. This role is a great opportunity for someone eager to grow, driven by a collaborative spirit, and constantly seeking learning opportunities. 

The successful candidate will consistently show how they stay organized amidst competing priorities, how they engage with both familiar and unfamiliar tasks, as well as how they analyze and prepare data for stakeholders within the team and company at large. 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. 

Finance and Accounting at Wealthfront

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. Whether it’s engineering, marketing, legal, compliance, people operations, etc., our Finance and Accounting team plays an important role in strategically informing their decisions. 

We’re a remote-first team and open to candidates in the US.

Key responsibilities

Close/Reporting 

-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 reports and forecasts.

-Proactively identify, develop, and implement enhancements to existing reporting and business processes.

Budgeting/Planning 

-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 

-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.

Skills and experience

• Bachelor's Degree (or equivalent) in Finance, Accounting, or Economics related field.

• 2-4 years of experience in an FP&A role or similar quantitative 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 calibrate communications to the level of detail appropriate to the situation and audience.

• Unquestionable ethics. High standard for integrity required for exposure to confidential company performance, legal contracts, and employee information.

Mindset that excels at Wealthfront

• 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 solutions-oriented

• Being excited to learn and grow with the company.

Estimated annual salary: $94,050-108,900, plus equity and discretionary bonus.

Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

About Wealthfront

Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.

We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:

• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.

• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.

• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

Our award-winning products have attracted over 1 million clients who trust us with more than $80 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

For more information please visit www.wealthfront.com.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.

Please review our candidate privacy notice. 

Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.