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About the Role
This role serves as a key finance partner to GTM teams, delivering business intelligence and actionable insights focused on operational efficiency, profitability, and growth. Responsibilities include leading the annual sales budgeting process, supporting sales commission processes, owning KPI dashboard development, managing FP&A deliverables, and collaborating on financial analyses and forecasting.
Responsibilities
- Serve as a key finance partner to GTM teams, delivering business intelligence and actionable insights focused on operational efficiency, profitability, and growth.
- Lead the annual sales budgeting process and provide ongoing support and analytics for progress toward goals.
- Support the development and execution of monthly sales commission processes, partnering with Sales leadership to adapt programs as needed.
- Own the development of new and maintenance of existing company-wide KPI dashboards to support data-driven decision-making.
- Own regular and ad-hoc FP&A deliverables, including monthly reconciliations, variance analysis, and income statement and balance sheet preparation.
- Collaborate across broader finance teams on ad-hoc financial analyses, forecasting, and internal reporting requirements.
Requirements
- Bachelor’s degree or foreign equivalent in Accounting, Finance, Economics or closely related field
- 5 years’ post-baccalaureate experience in job offered or as Senior Financial Analyst
- Experience working in FinTech, Tech, or Financial Services industry
- Proficiency with US GAAP
- Proficiency with Salesforce
- Valid CPA license
Skills
- Business intelligence
- Financial analysis
- Budgeting
- KPI dashboard development
- FP&A
- Monthly reconciliations
- Variance analysis
- Income statement preparation
- Balance sheet preparation
- Forecasting
- Internal reporting
- US GAAP
- Salesforce
Location
- 360 Madison Ave, 15th Floor, New York, NY 10017
- Austin
- King of Prussia
- Phoenix
Work Type
- Full-time
- 40 hours per week
- Monday through Friday (9:00am-5:00pm)
- Hybrid
- May telecommute once a week
Experience Level
- 5 years’ post-baccalaureate experience
Education Level
- Bachelor’s degree or foreign equivalent in Accounting, Finance, Economics or closely related field
- Valid CPA license
Salary/Compensations
- $169,541.00 per year
Benefits
- Competitive health coverage
- Generous vacation offering
- Dedicated Employee Wellbeing Committee
- Hybrid office policy
- Bright, comfortable office with many workspace options
- Great 401(k) plan
About the Company
- Vestwell is a financial technology company powering the new savings economy.
- The New York City-based fintech platform redefines how people save for critical aspects of life across retirement, education, and healthcare savings needs.
- Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
- Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
- Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.