Strategic Financial Analyst
1 week ago
Who are we seeking?
The Financial Planning and Analysis (FP&A) function is pivotal and rapidly evolving at Vestwell as we embark on our next growth phase. This position will play a vital role in supporting the Go-To-Market (GTM) segment of the FP&A team. The analyst will be responsible for key evaluations that will enhance strategic decision-making by providing clearer insights into business performance. This role will report to the Director of FP&A GTM and will assist in creating and sustaining data-driven reports and dashboards that aid sales and other GTM functions in meeting their objectives, while also influencing Vestwell's long-term direction.
This position will also involve managing pricing assessments, sales commission computations, and conducting a variety of ad-hoc analyses.
Your responsibilities will include:
- Creating dashboards and visual representations to effectively convey financial performance and trends against expectations.
- Enhancing and maintaining monthly GTM reporting for our executive team, board, and investors; continuously refining, automating, and scaling reporting processes.
- Tracking budget versus actual performance and variances, providing insights and recommendations as necessary.
- Collaborating across functions with GTM business partners to facilitate strategic decision-making.
- Assisting in the development of pricing models for commercial agreements.
- Supporting the management and maintenance of commission calculations.
You may be a suitable candidate if you possess:
- Experience (typically 2+ years) in a reporting and data analytics role, ideally supporting GTM functions.
- A strong analytical mindset with exceptional attention to detail, ensuring minimal room for error; organized and methodical in your approach.
- Outstanding verbal and written communication skills, with the ability to tailor your analysis for diverse audiences.
- Strong organizational capabilities, including the ability to manage multiple projects concurrently and deliver high-quality work under tight deadlines.
- A proactive attitude and the ability to thrive in a fast-paced environment.
Additional advantages:
- Experience in developing dashboards using data visualization tools such as Tableau.
- Background in FinTech, B2B SaaS, or financial services.
- Experience working directly with GTM functions.
Our Culture
We strive to adhere to Agile best practices, focusing on empowering full-stack development teams to take ownership of a vertical slice of the product, enabling them to make decisions and establish a roadmap for their segment of the product and business.
We encourage teams to be proactive contributors, collaborating to define their roadmap and prioritization while following best practices in development, automated testing, deployment, and support.
The anticipated salary range for this role is $70K-80K.
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