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
Who Are We Looking For?
At Vestwell, our people make all the difference. As we continue to scale, we are looking to add a Senior Staff Accountant to join our Billing team, within the Finance department.
As a Senior Associate in the Billing Team, you will play a critical role in supporting end-to-end billing operations for advisors and external partners. You bring strong attention to detail and accountability to managing billing activities, ensuring accuracy across statements and payments while helping maintain the financial health of the business.
You are comfortable working cross-functionally with internal teams and external partners, proactively resolving issues, and communicating clearly to keep processes moving. You take ownership of your work, contribute to close and reconciliation activities, and look for opportunities to improve and scale processes through better controls, automation, and system enhancements.
What You Will Be Doing?
- Perform end-to-end billing tasks for external partners including reviewing contracts and fee documentation, setting up and maintaining partners’ profiles in internal systems, managing statements generation, and processing payments.
- Prepare, review, and distribute statements, ensuring accuracy, completeness, and alignment with contractual terms.
- Investigate and resolve fee discrepancies, including corrections, adjustments, and address root causes to prevent recurring issues.
- Process payments, maintain records and resolve returned or failed payments.
- Serve as the primary point of contact for external partners’ inquiries, coordinate internal response, and close the loop with clear communication.
- Participate in month-end, quarter-end, and year-end close processes, including reconciliations and audit support.
- Contribute to the implementation and enhancement of billing systems, processes, and controls to improve accuracy, efficiency, and scalability.
Requirements
The Necessities
- Bachelor’s degree in Finance, Accounting, or a related field.
- 3-5 years of experience in billing, accounts receivable, or finance operations.
- Strong external relationship management.
- Proficiency in Excel
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a team.
- Attention to detail and commitment to accuracy.
This role will be based in either the New York City or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
The expected salary range for this position is $80-$90K for New York. This position is eligible to participate in the Company Bonus Pool and to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITS
We’re an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan!
OUR PROCESS
It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Top Skills
Vestwell New York, New York, USA Office
Vestwell's office is located near the heart of NYC. We're a short walk from Times Square and Bryant Park, with plenty of trendy (and tasty!) restaurants nearby.
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