Finance Manager

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 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. 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 lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

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

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