Intern – Finance Analyst
Posted on 4/2/2024
Vestwell

201-500 employees

Fintech engine powering savings and investment programs.
Company Overview
Vestwell stands out as a leading fintech firm, providing cost-effective savings and investment programs to small businesses and individual savers, managing $27 billion in assets across all 50 states. The company's culture is centered around financial wellness, offering flexible solutions for retirement, education, and healthcare savings. With its SEC-registered subsidiary, Vestwell Advisors LLC, the company also provides investment management services, making it a comprehensive platform for financial planning.
Fintech

Company Stage

Series D

Total Funding

$289.9M

Founded

2016

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

15%

1 year growth

39%

2 year growth

42%
Locations
New York, NY, USA
Experience Level
Intern
Desired Skills
Communications
Excel/Numbers/Sheets
CategoriesNew
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • A final year student or recent graduate (including boot camps and or other related programs)
  • Based in the Tri-State Area
  • Eager to learn and work with various departments in the company
  • Excellent verbal and written communication skills
  • Proficiency in GSuite and or Microsoft Office
  • Ability to multitask
  • Cope well under pressure
  • Professionalism
  • Attention to detail and possesses analytical thinking
  • Proficient in Microsoft Excel/Google Sheets and other Microsoft products
  • Basic understanding of accounting and/or finance
  • Interested in building and managing personal finance
Responsibilities
  • Analyze business trends to provide insights into performance, risks, and opportunities
  • Assist in organizing and maintaining operational and financial data for KPI dashboard development
  • Exposure to operational accounting functions and various financial aspects of the business, such as financial statements and KPI analysis