Finance Analyst

Summary

Acorns is a financial wellness company helping people grow their money for the long term. The Finance Analyst will support strategic and financial decision-making by developing financial models, analyzing business trends and KPIs, supporting planning and reporting, and communicating findings to stakeholders across the organization.

Responsibilities

• Introduce yourself to the organization and develop a deep understanding of the product, business model, and financial outlook
• Equip product managers and department leaders with monthly insights on business trends
• Support short- and long-term financial plans, assist in financial reporting and KPI variance analysis, and help drive key strategic initiatives
• Develop, maintain, and enhance corporate financial models, including annual budgets, forecasts, and consolidated cash flows
• Build KPI frameworks, analyze product line performance, and support high-impact decisions including go-to-market strategy, partnership negotiations, and potential M&A
• Create clear presentations to articulate findings to key stakeholders

Skills

• Bachelor's Degree in Accounting, Economics, Finance, Business, or another quantitative field
• One or more years of relevant industry experience with financial modeling (e.g., investment banking, private equity, corporate finance)
• Highly analytical mindset with the ability to execute complex financial modeling, analyze raw data, and draw clear conclusions
• High degree of organization, efficiency, and exceptional attention to detail
• Strong written and verbal communication skills with the ability to collaborate effectively across cross-functional teams
• A team-player mindset with a desire to roll up your sleeves and be hands-on in an entrepreneurial, fast-paced environment
• Strong sense of ownership, pride of work, and the ability to self-start
• Highest ethical standards, integrity, authenticity, credibility, and character
• Hunger to deliver game-changing products
• Exceptional drive and precision in delivery
• A belief that your work is tied to your life's mission
• Optimistic about the potential of societal change
• A strong passion for the Acorns' mission

Qualifications

Must Haves

• Bachelor's Degree in Accounting, Economics, Finance, Business, or another quantitative field
• One or more years of relevant industry experience with financial modeling (e.g., investment banking, private equity, corporate finance)
• Highly analytical mindset with the ability to execute complex financial modeling, analyze raw data, and draw clear conclusions
• High degree of organization, efficiency, and exceptional attention to detail
• Strong written and verbal communication skills with the ability to collaborate effectively across cross-functional teams
• A team-player mindset with a desire to roll up your sleeves and be hands-on in an entrepreneurial, fast-paced environment
• Strong sense of ownership, pride of work, and the ability to self-start
• Highest ethical standards, integrity, authenticity, credibility, and character
• Hunger to deliver game-changing products
• Exceptional drive and precision in delivery
• A belief that your work is tied to your life's mission
• Optimistic about the potential of societal change
• A strong passion for the Acorns' mission

Benefits

• Stock options.
• A comprehensive benefits package for you and your family.
• Flexible work location, hours, and paid time off.
• 401(k) matching.
• Monthly Acorns account contribution & GoHenry account for your family.
• Mindfulness and Financial Wellness resources, including Headspace and Addition Wealth.
• Acorns Career Development Program (ongoing training sessions, development plans, development check-ins, and Cornerstone’s online training platform).
• Roots Leadership Program for Emerging Leaders.
• Community week onsite gatherings and various virtual events.
• Talented and motivated team members who care deeply about one another, our mission, and our customers.
• The rare opportunity to create a new world. We inspire one another every day to do meaningful work that solves big societal challenges.