Senior Associate, Strategic Finance - GTM

Who Are We Looking For?

At Vestwell, People make all the difference. 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.

What Will You Be Doing?

As an Associate, 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 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.

Day-to-Day, You May Also Be Expected To:

• 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

The Necessities

• 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.

The Extras

• 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.

This role will be based in our New York City office, and will be part of Vestwell's hybrid in-office operation.

The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.