Senior Specialist, Finance Operations

Vestwell(10 days ago)

HybridFull TimeSenior$80,000 - $90,000Finance

About this role

A Senior Specialist on Vestwell’s Billing team within the Finance department, supporting the company’s fintech platform for retirement, education, and healthcare savings. The position is based in New York City or King of Prussia and is part of Vestwell’s hybrid in-office operation.

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Required Skills

Billing
Accounts Receivable
Reconciliation
Excel
Communication
Relationship Management
Payments
Audit Support
Process Improvement
Contract Review

Qualifications

Bachelor's Degree in Finance or Accounting

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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