Associate, Strategic Finance - GTM

Vestwell•New York, NY

4d•$115,000 - $125,000•Hybrid

About The Position

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 350,000 businesses and nearly 1.5 Million active savers, with over $30 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 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.

Requirements

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

Nice To Haves

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

Responsibilities

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.

Benefits

We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them.
Oh, and naturally we have a great 401(k) plan!

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