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Associate, Strategic Finance - GTM

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 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

What we offer

  • performance base bonus
  • new hire equity in the Company
  • competitive health coverage
  • generous vacation offering
  • hybrid office policy
  • great 401(k) plan
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