About this role
Senior Staff Accountant (Billing) at Vestwell is a finance role focused on supporting the company’s billing function for advisors and external partners. The position contributes to maintaining the financial health of the business through accurate billing, statement management, and cross-functional collaboration. The role is based in New York City or King of Prussia and is part of Vestwell’s hybrid in-office operation.
Required Skills
- Billing Operations
- Accounts Receivable
- Finance Operations
- Relationship Management
- Excel
- Communication
- Reconciliation
- Audit Support
- Payments
- Contract Review
+2 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.
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