Job details

FP&A Analyst

Vestwell is a forward-thinking FinTech company focused on modernizing workplace savings programs for small-to-midsize businesses. We seek an FP&A Analyst to support our Go-To-Market function.

Skills

Data analytics experience
Attention to detail
Strong organizational skills
Verbal and written communication skills
Experience with data visualization software

Responsibilities

Develop dashboards and visualizations to communicate financial performance
Maintain monthly GTM reporting for executive team
Monitor budget-to-actual performance
Collaborate with GTM business partners
Assist in pricing models and commission calculations

Education

Bachelor's degree in Finance, Accounting, or related field

Benefits

Competitive health coverage
Open vacation policy
401(k) plan
Employee Wellbeing Committee

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Vestwell (NY) Glassdoor Company Review

4.1

Vestwell (NY) DE&I Review

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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

Mid-Level

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE