Associate, Billing

Vestwell is a financial technology company powering the new savings economy. They are seeking an Associate to join their Billing team, responsible for managing customer accounts, preparing invoices, and monitoring accounts receivable to support the financial health of the company.ResponsibilitiesPerform 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 invoicesReconcile revenue/billing-related balance sheet accounts, such as deferred revenue and A/RReceive and reconcile payments made via checks, credit cards, and ACH transfersAssist with the collections process by supporting timely collection of past-due invoices and escalating as necessary to clean up accounts receivable and improve cash flowServe 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 clientsUtilize billing and accounting system data to perform ad hoc analyses for internal and external reporting purposesParticipate in month-end, quarter-end, and year-end close processesAssist in implementing new billing software and system enhancements to streamline operationsSkillsBachelor's degree in Finance, Accounting, or a related field1 - 3 years of experience in billing, accounts receivable, or finance operationsProficiency in Excel; familiarity with billing is a plusStrong attention to detail and a willingness to learnEffective communication skills and ability to work collaboratively in a team settingOrganizational skills and ability to handle multiple tasks effectivelyBenefitsCompetitive health coverageGenerous vacation offeringGreat 401(k) planCompany OverviewVestwell is the backbone of the modern savings economy; a fintech company powering savings for retirement, education, and healthcare. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is http://vestwell.com.Company H1B SponsorshipVestwell has a track record of offering H1B sponsorships, with 4 in 2025, 3 in 2024, 5 in 2023, 3 in 2022, 3 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.



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