Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 790,000 businesses and more than 2.75 million active savers, with over $57 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
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
Job Title: Manager, Operational Finance and Analytics
Job Location: New York, New York (HQ)
Remote Work Permitted: No
Annual Salary: $125,000 Range ($125,000 -$135,000 year)
Job Duties:
Serve as owner of operational KPIs by defining metrics, ensuring data integrity, and maintaining a unified
reporting framework. Work with the COO to evaluate operational processes using data and performance
modeling. Develop business cases for operational changes and quantify impacts on efficiency, cost,
capacity, and revenue. Collaborate with Finance to link operational data to forecasting, capacity planning,
and revenue analysis. Translate operational issues into structured problems, create analytic frameworks,
and provide databased recommendations. Conduct rootcause analyses and implement datadriven
solutions. Partner with data, product, and engineering teams to ensure data quality, accurate metric
definitions, and reliable reporting systems. Establish processes for reporting and analytics.
Education Requirements:
Bachelor’s degree, or the foreign equivalent, in finance, economics, or related field.
Experience Requirements:
- 5 years of experience in finance, strategy consulting, or a related role.
- 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
- 3 years of experience with the following (which may have been gained concurrently):
- Salesforce
- Rippling
- Cube
- Sage Intacct
- Tableau
Employee 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.
Interview 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
- Bachelor's degree or foreign equivalent in finance, economics, or a related field
- 5 years of experience in finance, strategy consulting, or a related role
- 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
- 3 years of experience with Salesforce
- 3 years of experience with Rippling
- 3 years of experience with Cube
- 3 years of experience with Sage Intacct
- 3 years of experience with Tableau
Vestwell Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vestwell and has not been reviewed or approved by Vestwell.
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Retirement Support — Benefits include a 401(k) with an employer match and strong savings-related perks, reflecting the company’s financial-wellness focus. Feedback suggests these retirement offerings are a standout component of the package.
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Healthcare Strength — Coverage spans comprehensive medical, dental, and vision plans, with mental health support highlighted in benefits listings. Feedback suggests healthcare is positioned as robust for a fintech startup.
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Leave & Time Off Breadth — Paid time off is described as generous, including unlimited vacation alongside flexible or hybrid work options. Feedback suggests time-off policies are a meaningful perk.
Vestwell Insights
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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