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Fin Capital Logo Fin Capital · Finance

Associate, Strategic Finance - Corporate

United States, New York 115000.00 - 125000.00 USD / Year · Job Posted February 17, 2026
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Job Description

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

What we offer

  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • New hire equity in the Company
  • Performance base bonus
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