Vice President of Finance

As VP of Finance, you’ll be a key member of the team and a true strategic partner to the CFO, executive leadership, and board. You’ll lead our financial planning, reporting, and operational finance functions during a dynamic phase of transformation and scale. This is a high-visibility opportunity to shape the future of a fast-moving, private equity-backed, rapidly scaling SaaS fintech company transforming the future of wealth, investment, and financial management.  This role will by hybrid based out Wakefield or Kendall Square in Cambridge.

You’ll manage a small but mighty team while delivering insights, discipline, and clarity across the company. If you thrive at the intersection of data, strategy, and execution—and love bringing structure to complexity—this role is for you.

What You’ll Do

• Serve as a strategic thought partner to the CFO and executive team, offering actionable insights that drive smarter, faster decisions.
• Lead company-wide budgeting, forecasting, and long-range planning efforts in alignment with strategic priorities.
• Create compelling board-ready reports, financial narratives, and investor materials for key stakeholders.
• Develop and monitor KPIs to track performance, identify trends, and optimize operations across departments.
• Support emerging business units and new growth initiatives through rigorous financial planning and analysis.
• Collaborate with Strategy and Corporate Development on M&A, partnerships, and build-buy evaluations.
• Drive financial visibility and discipline across the organization through scalable processes and robust analytics.
• Lead and develop a high-performing finance team with a strong culture of excellence, collaboration, and accountability.
• Partner cross-functionally with teams across Product, Sales, and Operations to ensure alignment between financial goals and business execution.

What You Bring

• 12+ years of progressive finance experience with at least 5+ years in management roles.
• A strong foundation in FP&A, budgeting, and strategic finance within SaaS and/or fintech companies.
• Bachelor’s degree in Finance, Accounting, or Economics; MBA or advanced degree is a plus.
• Expertise in financial modeling, data analysis, and scenario planning.
• Fluency in financial systems (Workday Adaptive Planning or similar tools is a plus).
• Deep understanding of SaaS metrics, enterprise sales models, and subscription-based revenue.
• Proven ability to thrive in dynamic, high-growth environments while staying laser-focused on execution.
• Clear, concise communicator with the ability to tailor messaging for C-suite, board, and investors.
• A hands-on leader who can operate at both strategic and tactical levels—and knows when each is required.
• High integrity, low ego, and a relentless drive for results.

Why Join Us?
You’ll have a front-row seat at one of the most exciting fintech stories in the market. You'll help shape the financial future of a business that’s scaling rapidly—with backing from top-tier investors, a clear roadmap, and a leadership team that values transparency, innovation, and action. If you're looking to grow into a CFO role one day or simply want to make a bold impact in a mission-driven company, let’s talk.

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1  #LI-Hybrid