This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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. 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.
Job Responsibility:
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:
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
Nice to have:
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