Director, FP&A - Go-to-Market

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech 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 nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. 

Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.

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

Who Are We Looking For?

As a critical member of both the FP&A team and cross-functional partner to the sales leadership team, you will be a strategic partner to GTM functions at Vestwell. You will drive decision making by improving visibility into business performance, leveraging data-driven insights to assist sales in achieving targets in order to shape Vestwell’s long term trajectory. You’ll also play a key role in pricing and support enterprise deal positioning. The role will also manage sales commission programs to ensure there is alignment between incentives and performance.  

This is a demanding, high-visibility role supporting a fast-moving sales team - you’ll need to bring stamina, exceptional business judgment, and a roll-up-your-sleeves attitude. You should be highly analytical and have a track record as an exceptional collaborator and communicator, bringing past experiences of identifying complex business problems and developing action plans to address. This role will be based in our New York HQ, and will have one direct report.

What Will You Be Doing?

• Partner closely with GTM functions as their embedded finance lead – providing strategic support, insights and advice in a dynamic, execution-heavy environment
• Build and own financial frameworks/models that support resource allocation, planning, and decision-making across GTM
• Guide sales and marketing in assessing ROI tradeoffs across various initiatives
• Drive forecast processes and annual planning cycles for the GTM function
• Manage execution of monthly sales commission program; continue to refine program design ensuring alignment with performance goals and strategy
• Lead pricing for Vestwell’s Workplace business; own modeling, and unit-level assumptions. Advise on strategic positioning and provide pricing support on strategic partnership opportunities to creatively solve client needs while also achieving internal financial targets

Requirements

• Have experience in investment banking, consulting, FP&A, strategic finance or similar analytical roles (likely 5-8+ years) 
• Have 2+ years of strategically supporting and partnering with GTM functions, ideally with B2B enterprise SaaS experience 
• Possess exceptional business judgment and strong logical, and critical thinking
• Are very comfortable with modeling, and creating financial and data-driven analysis
• Have excellent interpersonal skills, with proven ability to build strong relationships, and influence decision making
• Relentlessly detail oriented, coupled with the ability to uplevel and simplify
• Scrappy, adaptable, resourceful, and energized by building in ambiguity

This role will be based in Vestwell’s New York City HQ, and will be expected to report to the office in a hybrid schedule (4x per week)

The expected base salary range for this position is a minimum of $140K - $150K, plus performance based bonus. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. 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.

OUR BENEFITS

We’re an innovative, high-growth company, 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 generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. 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.