Wealthfront

Financial Planning Analyst


Pay$94050.00 - $108900.00 / year
LocationPalo Alto/California
Employment typeFull-Time

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  • Job Description

      Req#: 6491bf46-453d-4e95-b66b-dab34a783afb
      Employer Industry: Financial Technology

      Why consider this job opportunity:
      - Estimated annual salary up to $108,900, plus equity and discretionary bonus
      - Comprehensive benefits package including medical, vision, dental, 401K plan, and generous time off
      - Opportunities for professional development and growth within the organization
      - Remote-first position with flexibility for candidates across the U.S.
      - Collaborative work environment that values curiosity and problem-solving

      What to Expect (Job Responsibilities):
      - Manage the scheduling, planning, and preparation of the monthly close
      - Assist with the monthly review of financial statements and prepare variance reports and forecasts
      - Leverage insights from the month-end close to improve operating and financial models
      - Support the production of financial presentations and perform ad hoc analyses
      - Identify and implement enhancements to existing reporting and business processes

      What is Required (Qualifications):
      - Bachelor's Degree (or equivalent) in Finance, Accounting, or Economics
      - 2-4 years of experience in an FP&A role or similar quantitative role
      - Excellent analytical skills and proficiency in financial modeling and enterprise accounting software
      - Ability to work independently in a fast-paced environment with minimal supervision
      - Strong attention to detail and high standard for integrity with confidential information

      How to Stand Out (Preferred Qualifications):
      - Experience with database tools such as SQL
      - Proven ability to juggle multiple projects simultaneously and meet tight deadlines
      - A mindset focused on problem-solving and proactive issue resolution
      - Passion for learning and personal growth within the financial industry

      #FinancialTechnology #CareerOpportunity #RemoteWork #ProfessionalDevelopment #CompetitivePay

      "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
      We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

      Wealthfront Inc. is an automated investment service firm based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008.