About this role
The Senior Associate on Vestwell’s Billing team supports the Finance department’s billing function for advisors and external partners, helping ensure accurate statements and payments that support the company’s financial health. The role works cross-functionally with internal teams and external partners and contributes to month-end/quarter-end close and ongoing process and system improvements. This position is part of a growing fintech platform with a hybrid work policy in Midtown Manhattan.
Required Skills
- Billing
- Contract Review
- Relationship Management
- Statement Generation
- Payment Processing
- Discrepancy Resolution
- Reconciliation
- Audit Support
- Process Improvement
- Excel
+3 more
Qualifications
- Bachelor’s Degree in Finance, Accounting or Related Field
About Vestwell
vestwell.comVestwell 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.