Responsible for financial reporting, analysis, and forecasting, collaborating with business partners on budget analysis and developing financial models.
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML 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 artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
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.
Top Skills
Adaptive Planning
Excel
Tableau
Workday
The Voleon Group Berkeley, California, USA Office
Downtown, Berkeley, CA, United States, 94704
Similar Jobs
Cloud • Mobile • Software
The FP&A Analyst will support financial reporting, forecasting, budgeting, and maintain models while collaborating with Accounting. The role requires strong analytical skills and attention to detail.
Top Skills:
Adaptive InsightsExcelGoogle Sheets
Pharmaceutical
The Senior FP&A Analyst will manage expenses, provide financial insights, and ensure accurate planning and forecasting, while leading budgeting and reporting processes.
Top Skills:
AdaptiveAnaplanExcelGoogle SheetsOracle Pbcs
Software
As a Financial Analyst in the GTM FP&A team, you will manage budgets, forecasts, variance analysis, and provide strategic insights to marketing leaders.
Top Skills:
Adaptive InsightsAnaplanExcelNetSuiteSalesforceWorkday
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
