Finance Operations • Senior

Who you are

You have a strong background in finance operations, ideally with experience in billing or accounts management. Your attention to detail ensures accuracy across statements and payments, which is critical for maintaining the financial health of the business. You are comfortable working cross-functionally with internal teams and external partners, proactively resolving issues and communicating clearly to keep processes moving. You take ownership of your responsibilities and are committed to delivering high-quality results. Your ability to manage multiple tasks and prioritize effectively makes you a valuable asset to the team. You thrive in a collaborative environment and enjoy contributing to a team that values accountability and precision.

Desirable

Experience in a fintech environment is a plus, as is familiarity with billing software or financial management tools. A background in customer service or client relations can enhance your ability to communicate effectively with advisors and partners. You are adaptable and open to learning new systems and processes that can improve efficiency in billing operations.

What you'll do

As a Senior Associate in the Billing Team, you will play a critical role in supporting end-to-end billing operations. You will manage billing activities for advisors and external partners, ensuring that all transactions are processed accurately and timely. Your responsibilities will include reviewing billing statements, resolving discrepancies, and communicating with clients to address any concerns. You will collaborate with various internal teams to streamline billing processes and improve overall efficiency. Additionally, you will assist in the development of billing policies and procedures to enhance operational effectiveness. Your role will require you to stay updated on industry regulations and best practices to ensure compliance in all billing activities. You will also contribute to team meetings, sharing insights and suggestions for process improvements.

What we offer

Vestwell offers a dynamic work environment where your contributions will directly impact the financial technology landscape. You will be part of a team that values innovation and collaboration, with opportunities for professional growth and development. We provide competitive compensation and benefits, along with a supportive culture that encourages work-life balance. Join us in redefining how people save for critical aspects of life, and be part of a mission-driven organization that is making a difference in the savings economy.