Corporate Finance Analyst

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role the company's Corporate Finance team sits at the center of how the company plans, decides, and grows. We partner directly with senior leadership to shape financial strategy, and we're looking for a Corporate Finance Manager to help us do that work at a higher level. In this role, you'll be a key voice in company-wide financial planning — translating complex data into clear insights, driving the processes that keep the company's business running efficiently, and building the infrastructure that scales with us. This is a high-visibility, individual contributor role where your analysis and recommendations will directly influence how leadership understands and acts on the business. What you’ll do Playing a key role in our recurring FP&A processes, including forecasting, monthly analyses, budgeting, financial system oversight, and management reporting Synthesizing / distilling key financial and business insights for leadership - analyzing results, business KPIs, assessing risk, and communicating timely risks & opportunities. Developing and executing on company-wide annual planning processes, financial forecasts, and ongoing analysis of variances. Identifying and implementing process improvements and cost efficiency measures across the company Being a thought leader to improve and simplify processes, drive standardization, and build scalable solutions to support the next wave of the company’s growth. Designing and building the financial infrastructure to automate and support our business and operations What you bring A Bachelor’s Degree in a relevant field of study 1-3 years of relevant experience in financial planning & analysis, investment banking, finance or management consulting. Ability to work horizontally and vertically in an organization with peers as well as senior leaders Strong verbal and written communication skills, logical reasoning, and the presentation of potential solutions Excellent analytical skills and the business judgment to balance the details while not losing sight of the big picture, and an ability to determine the “why” behind the numbers Excellent proficiency in Excel/Google Sheets, and interest in developing sophisticated querying / modeling skills Proven track record to managing priorities simultaneously and driving projects Experience in applying financial systems for data input and reporting, and the ability to build and maintain relevant reporting hierarchies for use within the system A positive attitude; you are creative, a hard worker, curious, and maintain a can-do approach Familiarity with analytical tools (SQL, Looker) and financial reporting software (Oracle, Anaplan) What we offer Market competitive and pay equity-focused compensation structure 100% paid health insurance for employees with 90% coverage for dependents Annual lifestyle wallet for personal wellness, learning and development, and more! Lifetime maximum benefit for family forming and fertility benefits Dedicated mental health support for employees and eligible dependents Generous time away including company holidays, paid time off, sick time, parental leave, and more! Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits. Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process. Base Pay Range: Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC) $89,000—$105,000 USD Zone 2 (Denver, CO; Westlake, TX; Chicago, IL) $78,000—$92,000 USD Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL) $70,000—$82,000 USD If our mission energizes you and you’re ready to build the future of finance, we look forward to seeing your application. the company provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work—welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review thePrivacy Policy for your country of application. #J-18808-Ljbffr