Senior Finance Associate

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third‑party administrators, financial institutions, payroll providers, government agencies, and individual savers.

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At Vestwell, our people make all the difference. As we continue to scale our Government State Savings business, we are looking to add a Senior Associate to our billing team within the Finance department. As a Sr. Finance Associate on the Billing Team, you will play a critical role in ensuring smooth and accurate billing operations for our state agency partners and external program participants.

You will be responsible for managing customer profiles, preparing invoices and revenue calculation packages, and monitoring accounts receivable to support the financial health of the business. Your role will involve frequent interaction with state agency partners, internal teams, and cross‑functional stakeholders to resolve issues and facilitate timely payments. You will also contribute to financial reporting, reconciliation tasks, and process improvement — with the opportunity to participate in system implementations that optimize billing software and operational efficiency.

As a Senior Finance Associate, you will serve as a strategic individual contributor responsible for end‑to‑end billing operations, collections, and revenue reconciliation within the Government State Savings business. This role requires independent judgment, attention to detail, and ownership of processes to ensure accurate and timely invoicing, cash collection, and internal reporting. You will act as a key partner to internal stakeholders and external state agency clients, helping to maintain financial accuracy and operational efficiency.

• Review state agency and partner contracts; create and maintain customer profiles; manage new program subscriptions; and prepare invoices and revenue calculation packages for monthly and quarterly billing cycles.
• Process invoices and payments to state agencies in accordance with contractual terms and internal approval workflows.
• Maintain up‑to‑date reference documentation for all client contracts and fee schedules, updating as agreements are executed or amended.
• Collect proper approvals for revenue calculation packages prior to submission.

• Reconcile billing‑related balance sheet accounts, including deferred revenue and accounts receivable, ensuring accuracy and completeness.
• Reconcile bank accounts on a daily and/or weekly basis throughout the month.
• Compare periodic reporting to the P&L and identify and document variances.
• Track and reconcile invoices from external partners against expenses accrued; identify and process necessary adjustments.

• Own the end‑to‑end collections process, monitoring overdue invoices, resolving disputes, and escalating issues as necessary to optimize cash flow.
• Respond promptly to internal and external inquiries regarding payment status.
• Process and record payments; resolve returned or failed payments with appropriate follow‑up.

• Serve as the key Billing department point of contact for internal teams — including Operations, Compliance, FP&A, and Legal — and for external state agency partners.
• Coordinate internal responses to partner and state agency inquiries, closing the loop with clear and timely communication.
• Support cross‑functional workflows related to new program launches, contract changes, and operational updates affecting billing.

• Compile reports required for monthly and quarterly revenue and cost of revenue calculations.
• Utilize billing and accounting system data to perform ad‑hoc analyses,…