Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
To learn more, visit vestwell.com
Who Are We Looking For?
At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales & Marketing organizations.
What Will You Be Doing?
As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory. You will own Vestwell’s revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and ad-hoc analyses.
Day-to-Day, You May Also Be Expected To:
- Own, refine, and manage Vestwell’s revenue model, a core input into Vestwell’s overall operating model.
- Develop and maintain a flash forecasting process to proactively identify, assess, and communicate risks & opportunities to key stakeholders.
- Build and maintain sales-related KPIs & reporting to surface trends, risks & opportunities, and provide actionable insights to increase efficiency and drive growth.
- Conduct ad-hoc analyses and provide support on a variety of strategic initiatives.
- Partner closely with Finance, Sales, Marketing, and Operations to refine assumptions and model inputs.
- Analyze, synthesize, and clearly communicate financial and operational metrics to enable informed decision-making across the business.
Requirements
The Necessities
- 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred.
- Exceptional financial modeling and analytical skills.
- Advanced Excel and PowerPoint skills are required.
- Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity.
- Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines.
- Team player with excellent interpersonal, and written communication skills.
- Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment.
The Extras
- Experience going through an IPO in a Strategic Finance or FP&A function is a plus.
- Financial accounting knowledge is a plus.
- Startup, FinTech, Tech, and/or Financial Services experience would be helpful.
This role will be based in our New York City office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Skills Required
- 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred
- Exceptional financial modeling and analytical skills
- Advanced Excel and PowerPoint skills
- Strong attention to detail
- Strong organizational skills to handle multiple projects
- Excellent interpersonal and written communication skills
- Self-motivated with success in a dynamic environment
- Experience going through an IPO is a plus
- Financial accounting knowledge is a plus
- Startup, FinTech, Tech, or Financial Services experience
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016, Vestwell’s platform removes traditional barriers to saving, making it accessible, efficient, and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions, including retirement plans, student loan repayment benefits, and specialized accounts for education, emergencies, and disability savings. Trusted by financial advisors, employers, payroll providers, financial institutions, and government agencies, Vestwell empowers nearly 1.5 million savers across over 350,000 businesses nationwide, with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all, Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies, the Inc. 5000 list of fastest-growing companies, Forbes America’s Best Startup Employers, WealthManagement.com’s Retirement Plan Advisor Support Award, Built In’s Best Places to Work, and PLANSPONSOR’s Top 10 Recordkeepers, Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors, we’re tackling a complex challenge with collaboration, innovation, and purpose at every step.
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