
About Vestwell
The modern savings platform for everyone
Key Highlights
- Founded in 2016, headquartered in Midtown East, NYC
- Serves nearly 1.5 million participants across 350,000 businesses
- Manages over $35 billion in assets
- $237.5 million raised in funding, including Series C
Vestwell is a fintech company headquartered in Midtown East, New York, focused on making savings accessible for everyone. Founded in 2016, Vestwell serves nearly 1.5 million participants across 350,000 businesses, managing over $35 billion in assets. The company has raised $237.5 million in funding,...
🎁 Benefits
Vestwell offers competitive health coverage, generous vacation and sick leave policies, and a strong 401(k) plan. Employees benefit from a hybrid work...
🌟 Culture
Vestwell is committed to inclusivity and accessibility in savings, particularly for underserved workers in gig and non-traditional roles. The company'...
Skills & Technologies
Overview
Vestwell is hiring an Associate, Strategic Finance to support leadership with financial analysis and strategic decision-making. You'll work closely with the CFO and senior leaders in New York. This role requires strong analytical skills and the ability to translate complex data into actionable insights.
Job Description
Who you are
You are an analytical thinker with a strong foundation in finance and a passion for the fintech industry. You have experience in financial analysis and modeling, and you are comfortable working with complex data sets to derive insights that drive strategic decisions. Your attention to detail and ability to communicate findings clearly make you a valuable asset to any team. You thrive in a collaborative environment and are eager to partner with senior leaders to influence key business decisions. You understand the importance of financial planning and analysis in a growing organization and are excited to contribute to Vestwell's mission of redefining savings.
What you'll do
In this role, you will support the Director of FP&A and collaborate with the CFO on various financial initiatives. You will conduct financial analysis and modeling to provide insights that inform strategic decision-making. Your responsibilities will include preparing reports and presentations for senior leadership, analyzing financial performance, and identifying trends that impact the business. You will also work cross-functionally with different teams to gather data and ensure alignment on financial goals. Your contributions will play a crucial role in helping Vestwell scale its operations and enhance its offerings in the savings economy.
What we offer
Vestwell offers a dynamic work environment where you can grow your career in finance. You will have the opportunity to work with a talented team and contribute to meaningful projects that impact the financial well-being of individuals and businesses. We provide competitive compensation and benefits, along with a supportive culture that values collaboration and innovation. Join us in our mission to empower savers and transform the financial landscape.
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