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WHO ARE WE?
There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.
Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.
Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.
Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.
As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.
WHY VESTWELL?
With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.
Who are we looking for?
FP&A is a critical and expanding function at Vestwell as we enter our next phase of growth.
A core component of your role will be overseeing Vestwell’s operating model and ensuring continued accuracy of our forecasted performance vs. actuals. You will own monthly, and annual board and investor materials as well as regular coordination with members of the Executive Team on their department’s performance vs. plan. You will also oversee Vestwell’s KPI dashboards, which will help drive decision making by improving visibility into business performance through data-driven insights. You will also be collaborating cross-functionally to support a wide range of ad-hoc, strategic projects that will help inform trade-off decisions. This will be a managerial role.
We are looking for someone with experience in FP&A, Strategic Finance or in a similar function. You should be highly analytical, and very comfortable in a financial model, as well as explaining performance (verbal + written) to a range of audiences. Our culture is very important, and so you should also have a track record as an exceptional collaborator. We prefer this role to be in our New York HQ.
You will:
- Manage and continue to refine Vestwell’s operating model - maintaining exceptional accuracy of our financial projections
- Assist in coordinating Vestwell’s annual budget, and quarterly re-forecasts
- Investigate and understand variances between actual performance and expectations
- Build summary materials and co-ordinate data collection for presentation to the Company’s board of directors and investors, detailing progress against financial projections, as well as ad-hoc project presentations on specific board topics
- Manage Vestwell’s KPIs, and further develop and refine our dashboard environment
- Collaborate with Vestwell’s Executive Leadership team; own reporting of department-level performance vs. budget
- Collaborate cross-functionally to continue to refine and analyze unit economics
- Support ad-hoc requests and strategic projects (ex. assess ROI and trade-off decisions on a potential initiative)
You might be a fit if you:
- Have experience in FP&A, Strategic Finance, investment banking, or related roles (likely 7+ years), with a heavy emphasis on financial modeling and data analysis
- Exceptional verbal and written communication skills
- 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
- Experience implementing and optimizing financial forecasting and reporting processes and systems
- Excellent interpersonal skills, and thrives in collaborative settings; ability to build successful relationships and partners at all levels
- Ability to operate effectively in a fast-paced environment
- A strong track record of growing, leading and developing teams with a high-performing culture
Bonus points:
- Experience going through an IPO in an FP&A or Strategic Finance function
- Possess B2B enterprise SaaS experience
The expected salary range for this position is $150K - $175K with a bonus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re a growth stage startup 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 an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. 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 recruiting@vestwell.com 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.
