Intern, Finance

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 Vestwell 2025 Internship Program At Vestwell, our internship program is designed to provide participants with the knowledge, resources, and hands-on training necessary to understand the value of our product and gain meaningful, real-world experience. As an intern, you will have the opportunity to: Gain exposure to all of Vestwell's product service lines that power our retirement savings platform Collaborate cross-functionally with stakeholders from various teams across the organization Showcase your work through a comprehensive portfolio of your final project Receive ongoing mentorship and guidance through regular check-ins with your assigned manager and mentor Program Details: The majority of Vestwell's interns will be based in our NYC office, with additional opportunities in our King of Prussia and Austin offices. Interns located within commuting distance of these offices will be expected to follow our hybrid policy, working in the office 4 days a week (Monday through Thursday). This is a 10-week intensive program, running from June 2 to August 8, 2025. About the team Our finance teams play a vital role in managing our technical accounting functions while offering strategic advice and practical solutions. This team supports our development initiatives by forecasting, modeling, and establishing our financial strategy. Additionally, they assist both Vestwell and our clients in complying with accounting regulations, enhancing the accuracy of financial reporting, and meeting independent audit standards. Who Are We Looking For? Vestwell is one of the nation's fastest-growing fintech providers as we revolutionize the financial services market. At Vestwell, we are committed to innovation, driving disruption, and delivering cutting-edge solutions. As a critical member of our finance team, you will have the opportunity to work closely with the billing and accounting department, specifically with bank reconciliations and collections. Requirements: The Necessities: Proficient in Excel Basic accounting knowledge Detail oriented Self motivated and driven Project management and problem solving skills The Extras: Advanced Excel skills Fintech, Saas, or Financial Services company experience Experience automating and using AI processes

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.