Associate, Strategic Finance - GTM
Vestwell
About this role
An Associate, Strategic Finance at Vestwell is an individual contributor on the finance team who supports executive decision-making through financial analysis and modeling. The role partners closely with the CFO, Director of FP&A GTM, and cross-functional leaders in Sales and Marketing to inform strategic planning. The position is focused on revenue modeling, forecasting, and reporting to guide the company’s financial strategy.
Skills
About Vestwell
vestwell.comVestwell 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.
Recent company news
401k SpecialistCarta Launches 401(k) Platform Using Morgan Stanley Consulting and Vestwell Technology
2 weeks ago
PR NewswireVestwell raises $385 million to power the future of saving
3 weeks ago
Crunchbase NewsDigital Savings Startup Vestwell Lands $385M, Doubles Valuation
3 weeks ago
InvestmentNewsCarta links 401(k) plans to cap tables in Morgan Stanley, Vestwell tie-up
2 weeks ago
AlleyWatchVestwell Raises $385M to Power Modern Savings Infrastructure Across America
2 weeks ago
About Vestwell
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Vestwell.
Salary
$115k – $125k
per year