Finance Manager

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

To learn more, visit vestwell.com

TITLE: Finance Manager

 

DUTIES: (i) serve as a key finance partner to GTM teams, delivering BI and actionable insights focusing on operational efficiency, profitability, and growth; (ii) lead  annual sales budgeting process, and provide ongoing support and analytics around actual progress toward goals; (iii) support development and execution of monthly sales commission processes, including partnering with Sales leadership to adapt programs as needed; (iv) own development of new (and maintenance of existing) company-wide KPI dashboards supporting a data-driven, decision-making culture across all levels of the organization; (v) own regular and ad-hoc FP&A deliverables, including monthly reconciliations, variance analysis, and income statement and balance sheet preparation; and (vii) collaborate across the broader finance teams on ad-hoc financial analyses, forecasting, and support for internal reporting requirements. May telecommute once a week.

 

SALARY:     $169,541.00 per year

 

SCHEDULE:   40 hours per week, Monday through Friday (9:00am-5:00pm)

 

LOCATION:   360 Madison Ave, 15th Floor, New York, NY 10017

 

REQUIREMENTS: Bachelor’s degree or foreign equivalent in Accounting, Finance, Economics or closely related plus 5 years’ post-baccalaureate experience in job offered or as Senior Financial Analyst working in FinTech, Tech, or Financial Services industry with US GAAP and Salesforce. Valid CPA license.

OUR BENEFITS

We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.

OUR PROCESS

Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.

For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.