FP&A Analyst

Palo Alto, California, United States

Apply with AI Apply

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates should possess a Bachelor's Degree in Finance, Accounting, or Economics, with 2-4 years of experience in an FP&A role. Strong analytical skills, proficiency in financial modeling and enterprise accounting software (like Netsuite), and database experience (like SQL) are required. The ability to work independently in a fast-paced environment, manage multiple projects, problem-solve effectively, and maintain high attention to detail and integrity is essential.

Responsibilities

The FP&A Analyst will manage the monthly financial close process, including preparation and variance analysis of income statements, balance sheets, and cash flow statements. Responsibilities include assisting with annual budgets, forecasts, long-range financial plans, and producing financial presentations. The role also involves identifying and implementing process enhancements to improve financial models and reporting quality.

Skills

FP&A

Financial Analysis

Variance Analysis

Forecasting

Budgeting

Financial Modeling

Financial Presentations

Income Statement

Balance Sheet

Statement of Cash Flow

Organizational Skills

Data Analysis

Wealthfront

Automated investment and wealth management services

About Wealthfront

Wealthfront provides financial services aimed at helping individuals grow their wealth through a digital platform. Its main offering is an automated investment platform that utilizes robo-advisors—algorithms that manage and invest client funds for long-term growth. This service is complemented by a high-yield cash account that offers a competitive 5.00% APY for short-term savings, provided through partner banks. Additionally, Wealthfront offers a diversified bond portfolio, allowing clients to earn dividends with tax advantages, and a platform for discovering and purchasing stocks to facilitate quick and strategic investment decisions. Unlike many traditional wealth management firms, Wealthfront focuses on automation and ease of use, making financial services accessible to a broader audience. The company's goal is to simplify wealth management and help clients maximize their financial potential.

Palo Alto, CaliforniaHeadquarters

2011Year Founded

$198.9MTotal Funding

SERIES_ECompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Free lunches, snacks, coffee

Receive 1:1 mentorship

Caltrain pass, an additional transportation stipend, and relocation bonuses

Monthly wellness reimbursement

Discretionary time off policy and offer 16 weeks of paid parental leave

Comprehensive medical, dental and vision coverage

Risks

Increased competition from robo-advisors and traditional institutions may erode market share.

Free wire transfers could increase operational costs without boosting revenue.

Expansion into stock trading faces competition from established platforms like Robinhood.

Differentiation

Wealthfront offers a high-yield cash account with industry-leading 5.00% APY.

The company provides a diversified bond portfolio with tax advantages and no maturity dates.

Wealthfront's automated investment platform uses award-winning algorithms for long-term wealth growth.

Upsides

Wealthfront's cash account now offers up to $8 million in FDIC insurance.

The company has reached $50 billion in client assets, indicating strong growth.

Increased demand for AI-driven financial advice aligns with Wealthfront's robo-advisor services.

Land your dream remote job 3x faster with AI

Try Jobo Free