Associate, Billing

Who Are We Looking For?

At Vestwell, our people make all the difference. As we continue to scale, we are looking to add an Associate to join our Billing team, within the Finance department.

• Perform billing operational tasks, including reviewing contracts with customers and partners, creating customer profiles in internal systems, manage new subscriptions to ensure readiness for monthly and quarterly invoicing cycles, and generate invoices.
• Reconcile revenue/billing-related balance sheet accounts, such as deferred revenue and A/R.
• Receive and reconcile payments made via checks, credit cards, and ACH transfers.
• Assist with the collections process by supporting timely collection of past-due invoices and escalating as necessary to clean up accounts receivable and improve cash flow.
• Serve as the key point of contact within the Billing department for internal team members, as well as collaborate with other departments to resolve issues raised by clients.
• Utilize billing and accounting system data to perform ad hoc analyses for internal and external reporting purposes.
• Participate in month-end, quarter-end, and year-end close processes.
• Assist in implementing new billing software and system enhancements to streamline operations.

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1 - 3 years of experience in billing, accounts receivable, or finance operations.
• Proficiency in Excel; familiarity with billing is a plus.
• Strong attention to detail and a willingness to learn.
• Effective communication skills and ability to work collaboratively in a team setting.
• Organizational skills and ability to handle multiple tasks effectively.

This role will be based in either the New York City office, and will be part of Vestwell's hybrid in-office operation. The expected salary range for this position is $70K-$80K for New York. This position is eligible to participate in the Company Bonus Pool and to receive new hire equity in the Company.

Competitive health coverage, generous vacation, a 401(k) plan, and a hybrid office policy that provides flexible workspace options in multiple locations.

As set forth in Vestwell’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.