Financial Planning Director

2 days ago


New York, New York, United States Vestwell Full time
About the Role

Vestwell is seeking a highly analytical and experienced Financial Planning and Analysis (FP&A) professional to join our team as a Director, Financial Planning. This is a managerial role that will oversee Vestwell's operating model, ensuring the accuracy of our forecasted performance versus actuals.

Key Responsibilities:

  • Manage and refine Vestwell's operating model to maintain exceptional accuracy of our financial projections.
  • Assist in coordinating Vestwell's annual budget and quarterly re-forecasts.
  • Investigate and understand variances between actual performance and expectations.
  • Build summary materials and coordinate data collection for presentation to the Company's board of directors and investors.
  • Manage Vestwell's KPIs and develop and refine our dashboard environment.
  • Collaborate with Vestwell's Executive Leadership team to own reporting of department-level performance versus budget.
  • Collaborate cross-functionally to refine and analyze unit economics.
  • Support ad-hoc requests and strategic projects.

Requirements:

  • 7+ years of experience in FP&A, Strategic Finance, investment banking, or related roles, with a heavy emphasis on financial modeling and data analysis.
  • Exceptional verbal and written communication skills.
  • Strong attention to detail and 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.
  • Experience implementing and optimizing financial forecasting and reporting processes and systems.
  • Excellent interpersonal skills and ability to build successful relationships and partners at all levels.
  • Ability to operate effectively in a fast-paced environment.
  • A strong track record of growing, leading, and developing teams with a high-performing culture.

Bonus Points:

  • Experience going through an IPO in an FP&A or Strategic Finance function.
  • Possess B2B enterprise SaaS experience.

Compensation: The expected salary range for this position is $150K - $175K with a bonus variable. Salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.



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