Job Description
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 350000 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.
Day-to-Day You May Also Be Expected To:
- 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.
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 office 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 [email protected] any other domain not ending in Vestwell.com 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.
Skills Required
- 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
- Strong attention to detail
- Strong organizational skills to handle multiple projects
- Excellent interpersonal and written communication skills
- Self-motivated with success in a dynamic environment
- Experience going through an IPO is a plus
- Financial accounting knowledge is a plus
- Startup FinTech Tech or Financial Services experience
What We Do
Vestwell is a financial technology company that makes it easier for more individuals to save for life’s most important moments—from retirement to education and healthcare. Founded in 2016 Vestwell’s platform removes traditional barriers to saving making it accessible efficient and approachable for everyone. Vestwell provides a comprehensive suite of workplace savings solutions including retirement plans student loan repayment benefits and specialized accounts for education emergencies and disability savings. Trusted by financial advisors employers payroll providers financial institutions and government agencies Vestwell empowers nearly 1.5 million savers across over 350000 businesses nationwide with over $35 billion in assets saved across all 50 states. With a commitment to closing the savings gap and fostering a secure financial future for all Vestwell provides an elevated and accessible savings technology everyone deserves. Recognized among CNBC’s World’s Top Fintech Companies the Inc. 5000 list of fastest-growing companies Forbes America’s Best Startup Employers WealthManagement.com’s Retirement Plan Advisor Support Award Built In’s Best Places to Work and PLANSPONSOR’s Top 10 Recordkeepers Vestwell continues to set the standard for innovation and impact in the savings industry.
Why Work With Us
Vestwell is powered by a team of passionate problem-solvers building the future of accessible savings. Supported by top fintech investors we’re tackling a complex challenge with collaboration innovation and purpose at every step.
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Date Posted
05/08/2026
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