Key responsibilities:
- 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.
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.
- 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.
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 solution-oriented.
- Being excited to learn and grow with the company.
Top Skills
What We Do
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets.
Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love.
Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia.
Want to help us re-architect the financial industry?
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