FP&A Analyst: Forecasting, Analysis & Close

Remote Jobs

Palo Alto (CA)

On-site

USD 94,000 - 109,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision coverage
401(k) with company match
Employee Stock Purchase Plan (ESPP)
Generous time off
Parental leave
Wellness reimbursements
Professional development
Employee investing discount

Job summary

Wealthfront is seeking an FP&A Analyst to join our Finance team in Palo Alto. This hands-on role focuses on monthly close, financial reporting, forecasting, and budgeting, turning data into insights and guiding decision making.

You'll analyze statements, collaborate with Accounting, build and maintain financial models, and support variance analyses, dashboards, and presentations for leadership and external stakeholders.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 2-4 years of FP&A, accounting, or similar finance role.
  • Strong understanding of accounting principles and financial statements.

Responsibilities

  • Support the monthly close process with reports and deliverables.
  • Analyze income statement, balance sheet, and cash flows for drivers.
  • Prepare variance analyses comparing actuals to forecasts and prior periods.

Skills

Financial analysis
Forecasting
Budgeting
Month-end close
Financial modeling
SQL
Netsuite
G Suite
Attention to detail
Ownership

Education

Bachelor's degree in Finance/Accounting

Tools

Netsuite
Google Workspace (G Suite)
SQL
Excel

Job description

Wealthfront is seeking an FP&A Analyst to join our Finance team in Palo Alto. This hands-on role focuses on monthly close, financial reporting, forecasting, and budgeting, turning data into insights and guiding decision making.

You'll analyze statements, collaborate with Accounting, build and maintain financial models, and support variance analyses, dashboards, and presentations for leadership and external stakeholders.

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