Strategic Finance Associate, Vestwell

• 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
• 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 we continue to scale, 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
• As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic 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
• 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

• It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests
• Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
• Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer
• We prioritize transparency and lack of surprise throughout the process