About this Manager, Operational Finance and Analytics role at Vestwell
Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
Job Title: Manager, Operational Finance and Analytics
Job Location: New York, New York (HQ)
Remote Work Permitted: No
Annual Salary: $125,000 Range ($125,000 -$135,000 year)
Job Duties:
Serve as owner of operational KPIs by defining metrics, ensuring data integrity, and maintaining a unified
reporting framework. Work with the COO to evaluate operational processes using data and performance
modeling. Develop business cases for operational changes and quantify impacts on efficiency, cost,
capacity, and revenue. Collaborate with Finance to link operational data to forecasting, capacity planning,
and revenue analysis. Translate operational issues into structured problems, create analytic frameworks,
and provide databased recommendations. Conduct rootcause analyses and implement datadriven
solutions. Partner with data, product, and engineering teams to ensure data quality, accurate metric
definitions, and reliable reporting systems. Establish processes for reporting and analytics.
Education Requirements:
Bachelor’s degree, or the foreign equivalent, in finance, economics, or related field.
Experience Requirements:
- 5 years of experience in finance, strategy consulting, or a related role.
- 5 years of experience in quantitative and financial analysis, forecasting, and US GAAP principles
- 3 years of experience with the following (which may have been gained concurrently):
- Salesforce
- Rippling
- Cube
- Sage Intacct
- Tableau
Employee Benefits
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
Interview Process
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] 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.