Associate, Strategic Finance - GTM
Vestwell(8 days ago)
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.
Required Skills
- Financial Modeling
- Forecasting
- Excel
- PowerPoint
- KPI Reporting
- Data Analysis
- Communication
- Strategic Planning
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.