Associate, Billing

Vestwell is a financial technology company powering the new savings economy, enabling businesses and savers to manage their savings effectively. They are seeking an Associate to join their Billing team, responsible for managing customer accounts, preparing invoices, and ensuring smooth billing operations.

Responsibilities

• 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

Skills

• 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

Benefits

• Competitive health coverage
• Generous vacation offering
• Great 401(k) plan

Company Overview

Company H1B Sponsorship