Job Overview
Location
New York, New York
Job Type
Full-time
Category
Finance
Date Posted
July 14, 2026
Full Job Description
đź“‹ Description
- • Help design, implement, and manage the company's continuous rolling forecast and financial planning processes.
- • Champion the use of modern AI workflows (specifically leveraging Claude and Gemini) to automate manual inputs, streamline coding scripts for data manipulation, and run real-time scenario planning.
- • Construct sophisticated, scalable financial models from scratch to backstop proposed business development, pricing strategies, and core corporate strategic initiatives.
- • Gather, synthesize, and translate complex financial results into clear, narrative-driven insights and presentations for the leadership team and Board of Directors.
- • Collaborate closely with functional departments to aggregate financial and operational data, map business trends, and identify critical optimization opportunities.
- • Partner directly with the Accounting team to streamline monthly, quarterly, and year-end close cycles by ensuring tight integration between financial models and actual system results.
- • Manage key inputs for the company's operating model.
- • Support the Sales and Product teams through deep financial analysis.
- • Prepare reports for the leadership team.
- • Assist the Accounting team with monthly, quarterly, and year-end closings of the books and records.
🎯 Requirements
- • Bachelor's degree with a major in Accounting, Finance, Economics, or a quantitative field (e.g., Data Science).
- • Minimum 4-6 years of progressive experience, ideally with an investment banking or management consulting background and more recent FP&A experience within a technology start-up.
- • Ability to thrive in an individual contributor capacity where you will own the entire workflow from data extraction to executive synthesis.
- • High tolerance for ambiguity and ability to manage changing priorities dynamically.
- • Strong comfort with and curiosity for integrating generative AI tools (specifically Claude and Gemini) into daily workflows to augment financial analysis, speed up research, and refine communications.
- • Exceptional analytical abilities coupled with advanced MS Excel and PowerPoint skills.
- • Outstanding presentation and storytelling skills.
- • Proven ability to confidently influence and guide senior executive decision-making.
🏖️ Benefits
- • Hybrid work arrangement in New York City (minimum 3x a week).
- • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- • 100% company-paid basic life insurance, short-term and long-term disability insurance.
- • 100% paid parental leave upon eligibility.
- • Company equity managed through Carta.
- • 401k with match and 100% vesting upon hire.
- • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- • Free estate planning for life!
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Wealth.com Inc.
Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.
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