The Voleon Group

Senior FP&A Analyst

Reposted 8 Days Ago

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Berkeley, CA

Hybrid

110K-140K Annually

Senior level

Financial Services

The Role

Responsible for financial reporting, analysis, and forecasting, collaborating with business partners on budget analysis and developing financial models.

Summary Generated by Built In

Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.

As Voleon’s Senior FP&A Analyst you will be responsible for financial reporting, analysis and forecasting. You will collaborate with cross functional business partners on budget vs actual analysis, building financial models for new initiatives and projects required by leadership. Using your deep expertise in forecasting and BI tools, you will provide a key role in improving financial processes and outcomes. Strong analytical skills, financial modeling proficiency, adaptability, and exacting attention to detail are essential for this role.

Responsibilities

Assist in the preparation of annual budgets, forecasts, and long-range financial plans to enable strategic company-wide decision-making
Support the monthly financial reporting process, including variance analysis and management reporting
Develop and maintain financial models for existing and new business units and projects
Collaborate with FP&A leadership to gather business requirements and translate them into scalable planning and reporting solutions, including automated dashboards and recurring reports
Lead the development and ongoing maintenance of automated dashboards and reports (e.g., within Workday and other planning/reporting tools)
Support financial system integrations and data flows that enable accurate and timely reporting
Create multi-dimensional, attribute-level reporting to provide visibility across key business perspectives

Requirements

5+ years' experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
Proven experience building dashboards and variance reports in FP&A planning/reporting tools
Advanced proficiency in Microsoft Excel
Experience working with modern accounting software and systems (Workday preferred)
Strong understanding of financial statements, budgeting, and planning processes
Bachelor’s Degree in Accounting or Finance (MBA preferred)

Preferred Qualifications

Experience with Workday Adaptive Planning (including dashboarding and reporting)
Skills with Tableau or other BI tools

The base salary range for this position is $110,000 to $140,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.

“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Top Skills

Adaptive Planning

Excel

Tableau

Workday

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The Company

HQ: Berkeley, CA

169 Employees

Year Founded: 2007

What We Do

Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.

The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.

Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D. Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility.

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.