Vestwell

Associate, Strategic Finance - Corporate

Vestwell(25 days ago)

HybridFull TimeMedior$115,000 - $125,000Finance
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About this role

Associate, Strategic Finance at Vestwell is a mid-level finance role that partners with senior leadership to support the company’s financial strategy. The role reports to the Director of FP&A, works closely with the CFO, and is based in Vestwell’s New York City headquarters within a high-growth fintech platform.

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Required Skills

  • Financial Modeling
  • Financial Analysis
  • Analytical Skills
  • Excel
  • PowerPoint
  • Budgeting
  • Forecasting
  • Detail Orientation
  • Organizational Skills
  • Communication

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Vestwell

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.

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