FP&A Analyst
Berkeley
Finance /
Full-time /
Hybrid
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
As Voleon’s FP&A Analyst you will be responsible for financial reporting, analysis and forecasting. You will collaborate with cross functional business partners on budget vs actual analysis, building financial models for new initiatives and projects required by leadership. Using your deep expertise in forecasting and BI tools, you will provide a key role in improving financial processes and outcomes. Strong analytical skills, financial modeling proficiency, adaptability, and exacting attention to detail are essential for this role.
Responsibilities
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans to enable strategic company-wide decision-making
- Support the monthly financial reporting process, including variance analysis and management reporting
- Develop and maintain financial models for existing and new business units and projects
- Collaborate with FP&A leadership to gather business requirements and translate them into scalable Adaptive solutions, including automated dashboards and reports
- Lead the development and ongoing maintenance of automated dashboards and reports within Workday Adaptive Planning
- Support financial system integrations, including data flows into Adaptive
- Create multi-dimensional, attribute-level reporting to provide visibility across key business perspectives
Requirements
- 5+ years' experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
- Proven experience building dashboards and variance reports in Workday Adaptive Planning
- Advanced proficiency in Microsoft Excel
- Experience working with modern accounting software and systems, preferably Workday
- Skills with Tableau or other BI tools preferred
- Strong understanding of financial statements, budgeting, and planning processes
- Bachelor’s Degree in Accounting or Finance, MBA preferred
The base salary range for this position is $110,000 to $140,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral Program
If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.
Equal Opportunity Employer
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.