Strategic Finance Associate, Vestwell

• 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

• 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