Senior Associate, Strategic Finance - GTM

At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell’s Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales & Marketing organizations.

The Necessities:

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

As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell’s financial strategy, supporting executive decision-making, and helping guide the company’s long-term trajectory. You will own Vestwell’s revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and ad-hoc analyses.

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.