WHO ARE WE?

There are over 30M small businesses in the United States, but only a tiny fraction of them have a workplace savings program in place. As the savings gap in the country widens, it’s imperative that every worker has access to and participates in their company’s savings program, such as a 401(k) or 403(b). We believe that American workers should have easy access to an inexpensive, flexible, and intuitive solution to save for a brighter future.

Unfortunately, prior to Vestwell, small businesses have been neglected and underserved, with expensive, inflexible, poorly designed offerings built on old, mainframe software. Vestwell is changing that, starting with rebuilding the core infrastructure for the modern era.

Vestwell’s north star is to be the engine behind a $30T industry, powering all payroll-deducted workplace savings programs for small-to-midsize businesses, such as 401(k), 403(b), IRA, emergency savings accounts (ESA), health savings accounts (HSA), 529 college savings, and alike.

Vestwell’s focus is to build the most flexible, powerful workplace savings and investment platform, delivered through the hands and minds of their financial services partners with the help of payroll provider partners. The team at Vestwell makes the hard stuff look easy, by combining the expertise of financial advice with the sophistication of a technology provider.

As a result, workplace providers are able to bestow the advice and solution employers and employees have been asking for, while growing and scaling along the way. Employers get a cost-effective solution designed for their needs without all the headaches, and employees get a user-friendly portal that helps them achieve their long-term saving goals.

WHY VESTWELL?

With backing from leading FinTech investors, as well as a growing team of dedicated professionals of strong industry pedigree, Vestwell is at the forefront of a much-needed change in a 40-year old industry. Our team believes in the mission we’ve set out to achieve and we are working hard to get there. We’re ambitious, honest, thoughtful, and fun.

Who are we looking for?

FP&A is a critical and expanding function at Vestwell as we enter our next phase of growth. This role will support the Go-To-Market (GTM) function of the FP&A team. This role will own key analyses which will drive strategic decision making by improving visibility into business performance and continuing to uncover insights. This analyst will report into the Director, FP&A GTM, and support this team by building and maintaining data-driven reports and dashboards that will assist sales and other GTM functions in achieving targets, and shape Vestwell’s long term trajectory. This role will also assist in managing pricing calculations, sales commission calculations, as well as performing a wide array of ad-hoc analyses.

We are looking for someone who is highly analytical, approaches problems in a structured manner, and has experience in data analysis and reporting. You should also be very comfortable navigating large and unstructured datasets, as well as visualizing, reporting (verbal + written) to a range of audiences. Our culture is very important, and so you should have a track record as an exceptional collaborator. We prefer candidates in commutable distance of our New York HQ, with at least 2-3 days in person at the office each week.

You will:

Develop dashboards and visualizations to effectively communicate financial performance and trends vs. expectations
Expand on and maintain monthly GTM reporting for our executive team, board and investors; continuously improve, automate and scale reporting processes
Monitor budget-to-actual performance and variances, providing explanations and recommendations as necessary
Collaborate cross functionally with GTM business partners to drive strategic decision making
Assist in building pricing models for commercial deals
Assist in managing and maintaining commission calculations

You might be a fit if you:

Experience (likely +2 years) in a reporting and data analytics role, preferably supporting GTM functions
Highly analytical with exceptional attention to detail, leaving very little room for error; structured and coordinated in the way that you work
Exceptional verbal and written communication skills, with experience translating your analysis to fit consumption to a wide range of audiences
Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines
A self starter mentality, and ability to navigate in a fast paced environment

Bonus points:

Experience developing dashboards with data visualization software such as Tableau
Experience working in FinTech, B2B SaaS, or financial services
Experience working directly with GTM functions

Our Culture

We aim to follow Agile best practices with a focus on empowering full stack development teams so that they can own a vertical slice of the product, and are empowered to make decisions and create a roadmap for a section of the product and business.

We want squads to be first class citizens, working as a team to define their roadmap and prioritization, that follows best practices in development, automation testing, deploying, and support.

The expected salary range for this position is $70K-80K for New York.

OUR BENEFITS

We’re a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and an open vacation policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them. We provide our team with all the equipment they need (plus a few perks!) to work effectively remotely. Oh, and naturally we have a great 401(k) plan!

OUR PROCESS

It starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.

For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.

Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.