Vestwell · 2 days ago
Associate, Strategic Finance - Corporate
New York, NY
Full-time
Onsite
Entry Level
$115K/yr - $125K/yr
2+ years expVestwell is a financial technology company powering the new savings economy. The Associate, Strategic Finance will support leadership with financial analysis, modeling, and strategic decision-making, playing a key role in shaping Vestwell’s financial strategy.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
H1B Sponsorship
Vestwell has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (5)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase