🪄 Skills: Data AnalysisFinancial ManagementMicrosoft ExcelReportingBudgetingData visualizationFinancial analysisData modeling
Requirements:
Be organized amidst competing priorities.
Engage with both familiar and unfamiliar tasks.
Analyze and prepare data for stakeholders.
Responsibilities:
Manage the scheduling, planning, and preparation of the monthly Close.
Assist with the monthly review of Income Statement, Balance Sheet, and Statement of Cash Flow (direct & indirect) by preparing variance reports and forecasts.
Proactively identify, develop, and implement enhancements to existing reporting and business processes.
Leverage insights from the month-end close and other projects to improve the quality of Wealthfront’s operating and financial models.
Assist in maintaining Wealthfront’s consolidated corporate financial model with other Finance team members.
Support the production of monthly, quarterly, and annual financial presentations.
Refine systems, modeling tools, and techniques to support business growth and seek out process improvement opportunities.
Perform ad hoc analyses that drive strategic business decisions. Analyze data and financial and business metrics used by the company and senior management.