Billing Specialist

WHO ARE WE LOOKING FOR?

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

As a Finance Associate in the Billing Team, you will play a critical role in ensuring smooth and accurate billing operations. You will be responsible for managing customer profiles, assisting with preparing invoices, and monitoring accounts receivable to support the financial health of the company. Your role will involve frequent interaction with clients, partners, and internal teams to resolve issues and facilitate timely payments. Additionally, you will contribute to financial reporting, assist in reconciliation tasks, and help streamline billing processes. This position also offers the opportunity to participate in system implementations and enhancements, where you will work to optimize our billing software and improve operational efficiency.

What You Will Be Doing:

• Support billing operations by creating and updating customer profiles in internal systems.
• Assist in preparing invoices and statements, ensuring accuracy and timely distribution.
• Help monitor accounts receivable, track outstanding payments, and provide support for collections.
• Perform reconciliations for billing transactions.
• Coordinate with team members to address customer inquiries regarding billing issues.
• Provide assistance in preparing reports for monthly and quarterly close processes.
• Support month-end, quarter-end, and year-end close processes.
• Participate in team meetings to stay updated on billing policies and procedures.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 0 - 1 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.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for growth and career development.
• A collaborative and inclusive work environment.

The expected salary range for this position is $65K - $80K. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.