Strategic Finance Associate, Vestwell
Corporate
$115-125k
Plus performance base bonus Plus eligible to participate to receive new hire equity in the Company
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$115-125k
Plus performance base bonus Plus eligible to participate to receive new hire equity in the Company
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- 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
Desirable
- 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 the job involves
- As an Associate of Strategic Finance, 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.
- You will be refining and maintaining our operating model, managing and helping to coordinate our annual budget, developing materials and communications with our Board / Investors, as well as digging into a wide-range of strategic and financial projects
- 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
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. And 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.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
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
(Founder & CEO)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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 22 more jobs at Vestwell