Job details

Director, Financial Planning & Analysis

Vestwell is a growing startup focused on providing modern workplace saving solutions. They are looking for a Director of Financial Planning & Analysis to help manage their operating model and financial projections.

Skills

Financial modeling
Data analysis
Exceptional communication
Organizational skills
Interpersonal skills

Responsibilities

Manage and refine Vestwell’s operating model
Coordinate the annual budget and quarterly re-forecasts
Investigate variances between actual performance and expectations
Build materials for board and investor presentations
Manage KPIs and dashboard environment
Collaborate with Executive Leadership team

Education

Bachelor's degree in Finance or related field

Benefits

Competitive health coverage
Open vacation policy
401(k) plan
Remote-hybrid office policy

To read the complete job description, please click on the ‘Apply’ button

Vestwell (NY) Glassdoor Company Review

4.1

Vestwell (NY) DE&I Review

No rating

CEO of Vestwell (NY)

Aaron Schumm

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By Vestwell (NY)

Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyon...

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FUNDING

Private

DEPARTMENTS

Finance

SENIORITY LEVEL REQUIREMENT

Senior

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE