FP&A Analyst

Wealthfront · San Francisco

Sales & BusinessG&ARemoteFull-time

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!

About Wealthfront

Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.

We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:

• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.

• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.

• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

Our award-winning products have attracted over 1 million clients who trust us with more than $100 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please review our candidate privacy notice.

Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.