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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. 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.
Job Responsibility:
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:
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