Project Leader - Accounting and Risk

Palo Alto, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, FintechIndustries

Requirements

Candidates should possess at least 6 years of project management experience, preferably supporting accounting, audit, or risk-related functions. Proven ability to independently manage multiple complex projects simultaneously is required, along with demonstrated experience in developing project plans, preparing executive status updates, collaborating with cross-functional teams and external parties, managing audits, system rollouts, or financial process improvements. Strong communication skills, self-starting ability with a high sense of ownership, and the capacity to balance strategic thinking with hands-on execution are essential. Familiarity with NetSuite, Workiva, JIRA, and productivity tools, as well as experience in external audit coordination or public company readiness, are preferred.

Responsibilities

The Project Leader will lead the planning, coordination, and execution of high-impact projects for Accounting and Risk Management, including external audits, regulatory compliance, system implementations, and contract reviews. Responsibilities include building and managing detailed project plans, developing tailored communications and status reports for various audiences, and proactively identifying and resolving risks and bottlenecks. The role involves coordinating with and supporting Finance, Accounting, and Risk teams, ensuring strong execution and accountability, and driving continuous improvement in project delivery processes and controls.

Skills

Project Management

Accounting

Risk Management

External Audits

System Implementation

Regulatory Compliance

Stakeholder Management

Project Planning

Cross-functional Collaboration

Communication

Risk Identification

Process Improvement

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.

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