Jobs · Finance · New York

Finance Manager

Vestwell · New York, NY · 1 mo ago
FinanceFull-time

Responsibilities

  • Serve as a key finance partner to GTM teams, delivering BI and actionable insights focusing on operational efficiency, profitability, and growth.
  • Lead annual sales budgeting process, and provide ongoing support and analytics around actual progress toward goals.
  • Support development and execution of monthly sales commission processes, including partnering with Sales leadership to adapt programs as needed.
  • Own development of new (and maintenance of existing) company-wide KPI dashboards supporting a data-driven, decision-making culture across all levels of the organization.
  • Own regular and ad-hoc FP&A deliverables, including monthly reconciliations, variance analysis, and income statement and balance sheet preparation.
  • Collaborate across the broader finance teams on ad-hoc financial analyses, forecasting, and support for internal reporting requirements.

Requirements

  • Bachelor's degree or foreign equivalent in Accounting, Finance, Economics or closely related field.
  • Five years post-baccalaureate experience in the offered role or as Senior Financial Analyst working in FinTech, Tech, or Financial Services industry.
  • Experience with US GAAP and Salesforce.
  • Valid CPA license.

Skills

  • US GAAP
  • Salesforce

Schedule

May telecommute once a week.

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