Manager of Operational Finance and Analytics, Vestwell
$125-135k
Office located in Manhattan, NY
The modern savings platform
Be an early applicant
The modern savings platform
501-1000 employees
Be an early applicant
$125-135k
Office located in Manhattan, NY
501-1000 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Bachelor’s degree, or the foreign equivalent, in finance, economics, or related field
- 5 years of experience in finance, strategy consulting, or a related role
- 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
- 3 years of experience with the following (which may have been gained concurrently):
- Salesforce
- Rippling
- Cube
- Sage Intacct
- Tableau
What the job involves
- Serve as owner of operational KPIs by defining metrics, ensuring data integrity, and maintaining a unified reporting framework
- Work with the COO to evaluate operational processes using data and performance modeling
- Develop business cases for operational changes and quantify impacts on efficiency, cost, capacity, and revenue
- Collaborate with Finance to link operational data to forecasting, capacity planning, and revenue analysis
- Translate operational issues into structured problems, create analytic frameworks, and provide databased recommendations
- Conduct rootcause analyses and implement datadriven solutions
- Partner with data, product, and engineering teams to ensure data quality, accurate metric definitions, and reliable reporting systems. Establish processes for reporting and analytics.
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. Programs like the Amazon Delivery Service Partner pooled employer plan, and state-run auto-IRA initiative, show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
With over 2 million savers and 350,000 businesses served, Vestwell now manages over $50 billion in assets. It has raised significant funding, with the latest raise seeing the company double its valuation. This capital supports expanded distribution across all channels, and the wider provision of more sophisticated, professionally managed investment solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Feb 2026
$385m
SERIES E
Dec 2023
$125m
SERIES D
Total funding: $622.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(CEO, Chairman & Founder)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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