Vestwell

Associate, Billing

Vestwell(1 month ago)

HybridFull TimeJunior$70,000 - $80,000Finance
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About this role

The Finance Associate on the Billing team supports accurate and timely billing operations, customer account management, and accounts receivable activities. The role involves collaborating with clients and internal teams to resolve billing issues, performing reconciliations and financial reporting, and participating in month-end close and system implementation efforts. This position helps maintain cash flow and improves billing system efficiency.

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Required Skills

  • Billing
  • Contract Review
  • Customer Setup
  • Subscription Management
  • Invoicing
  • Reconciliation
  • Payments
  • Collections
  • Communication
  • Data Analysis

+5 more

Qualifications

  • Bachelor’s Degree in Finance, Accounting, or Related Field
Vestwell

About Vestwell

vestwell.com

Vestwell is a digital savings platform that modernizes how workplace retirement plans are designed, administered, and delivered. It provides turnkey technology for plan setup, recordkeeping, compliance, enrollment, payroll integrations, and custody/investment connections. Serving employers, financial advisors, and retirement providers, Vestwell offers APIs and a modern participant experience to simplify administration, reduce friction, and expand access to retirement benefits.

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