Betterment’s FP&A team is responsible for improving strategic and financial decision-making across the company. We maintain the company’s operating model, partner across the organization to provide forward-looking analysis to support business decisions, and analyze capital allocation decisions. In this role, you will join our tight-knit finance team and work directly with our Head of FP&A.
We’re looking for someone who is thrives in an environment where they will wear multiple hats – financial model guru, internal consultant and business strategist. You see the big picture, but always sweat the small stuff. You plan and project for the future, but keep your cool when the conditions change. You’re driven by metrics, and value partnering with key organizations throughout the company. Business partners appreciate your data-driven insights to help make decisions and navigate challenges, and you're a trusted advisor with exceptional interpersonal skills. You’re eager to flex your skills at a dynamic growth stage company where no two days are the same.
Betterment is the largest independent online financial advisor with more than $11 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 300,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.
Betterment is a smart automated investing service that provides optimized investment returns for individual, IRA, ROTH IRA, and rollover 401(k) accounts. Its technology enables users to manage their investments in a customized, diversified portfolio. Charging a management fee of 0.25%, the company’s mobile app enables users to access, view, share, and review their portfolio’s activities as well as deposit and withdraw money from anywhere, anytime. Betterments products also include Tax Loss Harvesting, a program that works to offset taxes on both gains and income; and RetireGuide, a series of online surveys to enable users to determine the success of their long-term financial goals.