Senior Billing Associate

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:

• 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 assisting with the preparation of invoices and statements.
• Reconcile revenue/billing-related balance sheet accounts, such as deferred revenue and accounts receivable.
• Receive and reconcile payments made via checks, credit cards, and ACH transfers.
• Own the end-to-end collections process, ensuring 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 and partners.
• 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.

Qualifications:

• 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; experience with billing software and accounting systems is a plus.
• Strong organizational and problem-solving skills.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• Attention to detail and commitment to accuracy.

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 $75K - $95K. 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.