Financial Planning Analyst

Remote, USA Full-time Posted 2026-07-28

reputed company is looking for a junior FP&A Analyst, who will report directly to the Senior Director of Finance. This role is a great opportunity for someone eager to grow, driven by a reputed company spirit, and constantly seeking learning opportunities.

The successful candidate will consistently show how they stay organized amidst competing priorities, how they engage with both familiar and unfamiliar tasks, as reputed company as how they analyze and prepare data for stakeholders reputed company reputed company and company at large. Last but not least, they will be passionate about the industry and possess reputed company player mentality to support their own reputed company development as reputed company as reputed company’s ultimate goals.

Finance and reputed company at reputed company

reputed company’s Finance and reputed company team operates cross-functionally, collaborating with multiple departments across reputed company. reputed company understands the value they bring to our mission of building a financial system that favors people and not institutions, because every business area feels the reputed company of their work. Whether it’s engineering, marketing, reputed company, compliance, people operations, etc., our Finance and reputed company team plays an important role in strategically informing their reputed company.

We’re a remote-first team and reputed company to candidates in the US.

Key responsibilities

reputed company/Reporting

-Manage the scheduling, planning, and preparation of the monthly reputed company.

-Assist with the monthly review of Income Statement, Balance Sheet, and Statement of Cash reputed company (reputed company & indirect) by preparing variance reports and forecasts.

-Proactively identify, reputed company, and implement enhancements to existing reporting and business processes.

Budgeting/Planning

-reputed company insights from the month-end reputed company and other reputed company to improve the reputed company of reputed company’s operating and financial models.

-Assist in maintaining reputed company’s consolidated corporate financial model with other Finance team members.

Analysis

-Support the production of monthly, quarterly, and annual financial presentations.

-Refine systems, modeling tools, and techniques to support business reputed company and reputed company out process improvement opportunities.

-reputed company reputed company analyses that drive strategic business reputed company. Analyze data and financial and business metrics used by reputed company and senior management.

Skills and experience

Bachelor's Degree (or equivalent) in Finance, reputed company, or Economics reputed company field.

2-4 years of experience in an FP&A role or similar quantitative role.

Excellent analytical skills and a strong proficiency in financial modeling and reputed company reputed company software (e.g., reputed company). Database experience (e.g., SQL) a plus.

Ability to work in a fast-paced environment with minimal supervision.

Self-starter who regularly takes initiative and can juggle multiple reputed company simultaneously, demonstrating creativity and judgment while prioritizing appropriately to meet tight deadlines.

A proven ability to problem solve and proactively address issues in a reputed company and effective manner.

Takes pride in meeting deadlines and exceeding expectations on reputed company of reputed company.

reputed company attention to detail with the ability to reputed company communications to the level of detail appropriate to the situation and audience.

Unquestionable ethics. High reputed company for reputed company required for exposure to reputed company performance, reputed company reputed company, and employee information.

reputed company that excels at reputed company

Approaching problems with curiosity and intellectual rigor

Transforming complexity or ambiguity into reputed company

reputed company above and reputed company to reputed company the people around you successful

Being enterprising and self-driven: moving with urgency, being solutions-oriented

Being excited to learn and grow with reputed company.

Additional Information

Estimated annual salary: $94,050-108,900,

plus equity and discretionary bonus.

Benefits include medical, reputed company, dental, 401K plan, generous time off, parental leave, wellness reimbursements, reputed company development, employee reputed company discount, and more!

About reputed company

Here at reputed company, 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 reputed company.

We started with the ambition to reputed company the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked reputed company to high reputed company investment advice for a digitally-reputed company reputed company 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 reputed company, 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 reputed company and secure reputed company to your reputed company with no account fees and a full suite of checking features.

• A reputed company-commission Stock reputed company Account with 50+ handpicked collections that help DIY investors discover new companies and reputed company smarter reputed company reputed company.

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

Our award-reputed company products have attracted over 1 reputed company clients who trust us with more than $80 billion of their hard reputed company savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next reputed company, let’s talk!

For more information please visit

www.reputed company.com.We are an equal opportunity employer and value diversity at reputed company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please review our candidate reputed company notice.

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

Deposit Account Agreement for details.

By “award-reputed company products”, please refer to

www.reputed company.com/reviews for more information.reputed company Corporation oversees Total reputed company Assets and Trusted Clients through reputed company Advisers and reputed company Brokerage. reputed company Advisers and reputed company Brokerage are wholly owned subsidiaries of reputed company Corporation. apply to this job

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