Manager, Operational Finance and Analytics
Manage operational finance and analytics at a growing fintech company focused on enhancing savings for individuals and businesses.
Posted by employer 2 days ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
Skills & Technologies
What you'll build
- Define operational KPIs
- Evaluate operational processes
- Develop business cases for operational changes
- Collaborate with Finance on data
- Establish processes for reporting and analytics
Must have
- 5 years of experience in finance, strategy consulting, or a related role
- 5 years of experience in quantitative and financial analysis
- 3 years of experience with Salesforce
- 3 years of experience with Rippling
- 3 years of experience with Cube
- 3 years of experience with Sage Intacct
Nice to have
- Experience with Tableau
Requirements
- Experience
- 5 years
- Education
- Bachelor's degree
- Visa
- No sponsorship (stated in posting)
Benefits
Joblaze summary
The Manager of Operational Finance and Analytics at Vestwell is responsible for overseeing operational KPIs, ensuring data integrity, and developing business cases to enhance efficiency and revenue. This role requires expertise in quantitative analysis, forecasting, and familiarity with tools like Salesforce and Tableau. Ideal candidates will have at least five years of experience in finance or strategy consulting, along with a strong analytical background. Vestwell is a high-growth financial technology company focused on redefining savings across various sectors.
Joblaze insights
- Listed yesterday — first seen on Joblaze October 3, 2026. Last confirmed on Vestwell's careers page October 3, 2026.
- Salary band is below the typical range for Management roles (median ~$170,000).
- Starts above 23% of 13 comparable mid management roles in United States that list Salesforce we track (median $140,000 across 12 companies). See Salesforce salary trends
- Salesforce appears in 3.5% of 451 comparable mid management roles in United States; Rippling appears in 0.4% of 451 comparable mid management roles in United States.
Quick facts
- Is the Manager, Operational Finance and Analytics role remote?
- No — this is an on-site role in New York, NY, United States.
- What's the salary range?
- Vestwell lists $125,000–$135,000 for this role.
- How much experience is required?
- 5–5 years of relevant experience for this Manager, Operational Finance and Analytics role.
- Where is the role based?
- Vestwell is hiring for this position in New York, NY, United States.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Cube, Rippling, Sage Intacct, Salesforce, Tableau.
- What seniority level is this role?
- Vestwell targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Manager, Operational Finance and Analytics role at Vestwell.
From the original posting
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.
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.
Standard company text repeated across Vestwell's postings is omitted here.