Financial Analyst • Entry-Level

Who you are

You are an analytical thinker with a strong foundation in finance — you have experience in financial modeling and analysis, and you understand the importance of data-driven decision-making in a fast-paced environment. You possess excellent communication skills, allowing you to effectively collaborate with cross-functional teams and present complex financial information clearly.

You are detail-oriented and have a knack for problem-solving — you thrive in situations that require independent judgment and analytical rigor. Your ability to work with senior leaders and contribute to strategic discussions makes you a valuable asset to any finance team.

What you'll do

As an Associate in Strategic Finance at Vestwell, you will support the finance team by conducting financial analysis and modeling to inform strategic decisions. You will collaborate closely with the CFO and other senior leaders, particularly within the Sales & Marketing organizations, to provide insights that drive business growth. Your role will involve analyzing financial data, preparing reports, and assisting in the development of financial strategies that align with Vestwell's goals.

You will also be responsible for translating complex financial concepts into actionable insights for various stakeholders. This high-impact role will require you to manage multiple projects simultaneously while maintaining a focus on accuracy and detail. You will play a key role in supporting the company's mission to redefine how people save for critical life aspects.

What we offer

Vestwell offers a dynamic work environment where you can grow your career in the financial technology sector. You will have the opportunity to work with a diverse team and contribute to innovative solutions that impact millions of savers across the United States. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.