Who are we looking for? FP&A is a critical and expanding function at Vestwell as we enter our next phase of growth.
A core component of your role will be overseeing Vestwell's operating model and ensuring continued accuracy of our forecasted performance vs. actuals. You will own monthly, and annual board and investor materials as well as regular coordination with members of the Executive Team on their department's performance vs. plan. You will also oversee Vestwell's KPI dashboards, which will help drive decision making by improving visibility into business performance through data-driven insights. You will also be collaborating cross-functionally to support a wide range of ad-hoc, strategic projects that will help inform trade-off decisions. This will be a managerial role.
We are looking for someone with experience in FP&A, Strategic Finance or in a similar function. You should be highly analytical, and very comfortable in a financial model, as well as explaining performance (verbal + written) to a range of audiences. Our culture is very important, and so you should also have a track record as an exceptional collaborator. We prefer this role to be in our New York HQ.
You will:
Manage and continue to refine Vestwell's operating model - maintaining exceptional accuracy of our financial projections Assist in coordinating Vestwell's annual budget, and quarterly re-forecasts Investigate and understand variances between actual performance and expectations Build summary materials and co-ordinate data collection for presentation to the Company's board of directors and investors, detailing progress against financial projections, as well as ad-hoc project presentations on specific board topics Manage Vestwell's KPIs, and further develop and refine our dashboard environment Collaborate with Vestwell's Executive Leadership team; own reporting of department-level performance vs. budget Collaborate cross-functionally to continue to refine and analyze unit economics Support ad-hoc requests and strategic projects (ex. assess ROI and trade-off decisions on a potential initiative) You might be a fit if you:
Have experience in FP&A, Strategic Finance, investment banking, or related roles (likely 7+ years), with a heavy emphasis on financial modeling and data analysis Exceptional verbal and written communication skills Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines Experience implementing and optimizing financial forecasting and reporting processes and systems Excellent interpersonal skills, and thrives in collaborative settings; ability to build successful relationships and partners at all levels Ability to operate effectively in a fast-paced environment A strong track record of growing, leading and developing teams with a high-performing culture Bonus points:
Experience going through an IPO in an FP&A or Strategic Finance function Possess B2B enterprise SaaS experience The expected salary range for this position is $150K - $175K with a bonus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
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