Manager, Operational Finance and Analytics

Vestwell•New York, NY

1d•$125,000 - $135,000•Onsite

About The Position

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. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Requirements

Bachelor’s degree, or the foreign equivalent, in finance, economics, or 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

Responsibilities

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.