Associate, Strategic Finance

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 

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, work closely with the CFO, and partner cross-functionally with senior leaders across the organization.

What Will You Be Doing?

As an Associate of 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 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 be refining and maintaining our operating model, managing and helping to coordinate our annual budget, developing materials and communications with our Board / Investors, as well as digging into a wide-range of strategic and financial projects.

Your responsibilities will include, but are not limited to:

• Refine and maintain the company's operating model, manage the annual budget, and analyze financial performance against strategic goals.
• Collaborate with P&L owners and cross-functional stakeholders to understand business drivers, identify opportunities, and recommend solutions.
• Assist leadership in preparing monthly and annual investor materials, and other Board communications, ensuring clarity, accuracy, and strategic framing.
• Conduct budget vs. actual analysis, identify trends and surface opportunities for efficiency, optimization, and cost savings.
• Contribute to special projects and analyses across the business, including supporting M&A, fundraising and IPO readiness efforts.
• Analyze, summarize, and clearly communicate financial and operational metrics to support informed decision-making across the business.
• Exercise sound judgement and discretion in developing analyses, forming recommendations, and presenting findings and insights to leadership.

Requirements

The Necessities:

• 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

The Extras:

• 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

This role will be based in our New York City HQ and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $115K - $125K, plus performance base bonus.  This position is eligible to participate to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

OUR BENEFITS

We're an innovative, high-growth company, with lots of exciting milestones ahead. 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

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from any other domain not ending in  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.