Vestwell · 1 week ago
Senior Associate, Billing
New York, NY
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $90K/yr
3+ years expVestwell is a financial technology company powering the new savings economy. They are seeking a Senior Associate to join their Billing team, responsible for supporting end-to-end billing operations for advisors and external partners, ensuring accuracy in billing activities and enhancing financial processes.
Employee BenefitsFinanceFinancial ServicesFinTechRetirement
Responsibilities
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
Qualification
Required
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
Benefits
Competitive health coverage
Generous vacation offering
Great 401(k) plan
Company
Vestwell
Vestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare.
201-500 employees
H1B Sponsorship
Vestwell has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (3)
2023 (5)
2022 (3)
2021 (3)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$238.82MKey Investors
Lightspeed Venture PartnersGoldman Sachs Growth EquityF-Prime
2023-12-21Series D· $125M
2021-07-20Series C· $70M
2019-04-02Series B· $31.27M
Leadership Team
Aaron Schumm
Founder, Chairman, & CEO
David Sheen
Chief Financial Officer
Recent News
2025-12-23
Pulse 2.0
2025-12-21
Company data provided by crunchbase