FP&A Analyst

About the role

The is a pivotal position designed for a detail-oriented professional who finds fulfillment in rigorous data analysis and financial modeling. This role provides a unique opportunity to own the end-to-end planning cycle, acting as the critical link between raw financial data and strategic business decisions. You will be responsible for owning the integrity of the month-end close while simultaneously building the forward-looking narratives that shape the company's future. The position requires a blend of technical accounting knowledge and business acumen to translate complex financial movements into clear, actionable insights. You will construct sophisticated forecasts and budgets that serve as the primary guide for leadership's strategic choices. A core part of the role involves analyzing transactional variances and explaining the drivers behind financial performance to stakeholders across the organization. Ultimately, this role establishes the foundation for how the company measures success, manages risk, and allocates resources effectively.

Key facts

What you'll do

• Design and manage the data intake routines necessary to ensure transaction information is captured cleanly before it flows into the primary reporting systems.
• Construct detailed forecasts and budgets, documenting every underlying assumption meticulously to ensure traceability and audit readiness.
• Review general ledger activity to explain financial variances, packaging these insights into clear narratives for executive stakeholders.
• Coordinate directly with the Accounting team to validate the close procedures and confirm the consistency of balances across all financial systems.
• Develop scenario models that test the financial impact of strategic decisions on margins, cash flow, and future hiring plans.
• Maintain and govern metric definitions to guarantee that all reports align strictly with company policies and standardized calculation logic.
• Establish structured review checkpoints where business partners must validate their inputs before reports are finalized and distributed.
• Compile concise board packs that highlight key performance drivers, associated risks, and the specific actions required from leadership.
• Build strong partnerships with product leaders to ensure that financial forecasts accurately reflect current market conditions and upcoming product roadmap changes.
• Support external reporting initiatives by coordinating data requests from auditors and regulators and confirming that all compliance elements are satisfied.
• Own specific elements of the annual planning process, ensuring that the data reflects the most current business realities and strategic priorities.
• Act as the primary liaison between the Finance and Accounting departments, ensuring that data flows seamlessly and discrepancies are resolved efficiently.
• Challenge existing processes proactively, identifying areas where automation or improved methodologies can enhance the accuracy and efficiency of financial reporting.
• Translate complex financial jargon into clear language that enables non-financial leaders to understand the implications of their decisions on the bottom line.
• Monitor the health of key business metrics on a recurring basis, alerting leadership to any trends that require immediate attention or intervention.

Requirements

To be eligible for this role, you must meet the following hard requirements without exception.

• You must hold three years of professional experience specifically in planning, analysis, or a closely related finance role.
• You must demonstrate a thorough understanding of general ledger structures and the mechanics of the period-end closing process.
• You must possess advanced proficiency with spreadsheet software, capable of managing complex calculations and very large datasets without error.
• You must have a solid grasp of the flow of transactions from the initial journal entry through to the finalization of financial statements.
• You must be eligible to work in the United States for the stated position, with no current immigration sponsorship required for this role.
• You must have a fundamental grounding in finance or accounting, providing the necessary foundation to interpret financial data accurately.
• You must be highly organized, with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• You must have strong analytical skills, enabling you to dissect problems, identify root causes, and propose logical solutions.

Nice to have

• You have prior experience working with Wealthfront products, such as Cash Accounts, Investment Accounts, and the Wealthfront Borrow feature.

Practical notes

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Location: Palo Alto, CA (Open to US-based Remote)

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Engagement: Full-time

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Compensation: Base salary of $136,800, target bonus of $160,800, and target equity of $52,600.

• Please confirm specific details on the official application page before proceeding.