FP&A Analyst

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.

Finance at Wealthfront

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.

Responsibilities:

• 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.

What You’ll Bring:

• 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.

Estimated annual salary range: $94,000-$109,000 USD plus equity and a discretionary bonus.

Plus comprehensive benefits including medical, dental, and vision coverage, a 401(k) with company match, an Employee Stock Purchase Plan (ESPP), generous time off, parental leave, wellness reimbursements, professional development, an employee investing discount, and more!