Finance Generalist & FP&A Lead
Job Description
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Owning a home is a foundational part of building financial security and wealth in America. However, the tools and technology that support homeownership are antiquated, dependent on things like fax machines, handwritten documentation, and hours of manual review.
We're here to change it.
Vesta was founded to rebuild the mortgage loan origination system (LOS) from the ground up. Our founding belief is that the future of mortgage lending will be a fully automated process. Today, our AI augmented platform makes that a reality. Our mission has been to build a platform where AI isnât just an add-on, but the core engine that transforms how a loan is actually manufactured.
Who you are
You're a finance generalist who's equally comfortable closing the books and building the model that goes to the board. You know that clean, timely financials are what let a company make good decisions fast, and you take real pride in a close process that runs on rails instead of adrenaline. You're just as energized by digging into unit economics and building a forecast as you are reconciling an account: you don't see 'accounting' and 'FP&A' as separate jobs, you see them as two halves of the same job, knowing the business cold.
About the role
Build and own the financial model. Budget, rolling forecasts, and scenario planning across revenue, headcount, and spend.
Partner cross-functionally on budget. Work with department leads on budget-to-actuals, headcount planning, and spend reviews.
Own the monthly close. Journal entries, reconciliations, accruals: deliver accurate financials on a predictable timeline every month.
Keep us audit-ready. Maintain GAAP compliant books and partner with outside accountants and auditors as Vesta scales.
Run AP, AR, and cash operations. Vendor payments, customer invoicing, and day-to-day cash flow monitoring.
Stand up the systems that scale with us. Evaluate and implement finance tooling as we outgrow spreadsheets, and build documented processes for close, forecasting, and reporting.
[Optional] Bonus Points!
- Experience at a high-growth, venture-backed SaaS company
- Fluency with modern finance tooling (QuickBooks, NetSuite, or comparable) and BI/spreadsheet tools
- Experience supporting a fundraise or board reporting directly
- Mortgage, fintech, or B2B SaaS experience
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Vesta
View Company ProfileVesta (operating at vesta.com) is an AI-native mortgage loan origination system (LOS) platform engineered for modernizing and automating mortgage lending operations. Founded in 2020 by co-founders Mike Yu and Devon Yang and headquartered in San Francisco, CA, Vesta redefines the mortgage industry by replacing outdated, manual loan processes with a fully automated, AI-driven workflow. Under the hood, the platform integrates AI agents with human loan officers, streamlining every stage from application to funding while minimizing errors and accelerating approvals. This allows mortgage lenders, servicers, and technology partners to achieve unprecedented efficiency, reduce operational costs, and enhance customer experiences through seamless digital workflows. Backed by $55 million in funding from top-tier investors including Andreessen Horowitz, Bain Capital Ventures, and Conversion Capital, Vesta is positioned to reshape how mortgage loans are processed in an increasingly digital-first landscape.
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