Vestwell · 3 hours ago
Associate, Strategic Finance - GTM
New York, NY
Full-time
Hybrid
Entry, Mid Level
$115K/yr - $125K/yr
2+ years expVestwell is a financial technology company powering the new savings economy. They are seeking an exceptional Associate, Strategic Finance to support leadership with financial analysis, modeling, and strategic decision-making, playing a meaningful role in shaping Vestwell’s financial strategy.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
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