Accountant • Senior

Who you are

You have a strong background in accounting, with a focus on billing operations and financial management. Your attention to detail is exceptional, and you take pride in ensuring accuracy in all financial statements and transactions. You are comfortable working cross-functionally with various teams and external partners, proactively resolving issues and communicating clearly to keep processes moving smoothly. You understand the importance of maintaining the financial health of the business and are committed to supporting the billing team in achieving this goal.

You bring experience in a financial technology environment, which allows you to navigate the complexities of billing operations effectively. Your ability to manage multiple tasks and prioritize effectively ensures that you meet deadlines while maintaining high standards of accuracy. You are a team player who values collaboration and is eager to contribute to the success of the Billing team at Vestwell.

What you'll do

As a Senior Staff Accountant, you will play a critical role in supporting end-to-end billing operations for advisors and external partners. You will manage billing activities, ensuring accuracy across statements and payments. Your responsibilities will include reconciling accounts, preparing financial reports, and collaborating with internal teams to resolve any discrepancies. You will also be involved in process improvements to enhance the efficiency of billing operations.

You will work closely with the finance department to maintain the financial health of the business, providing insights and recommendations based on your analysis of billing data. Your role will require you to communicate effectively with both internal stakeholders and external partners, ensuring that all billing processes run smoothly. You will be expected to stay updated on industry best practices and regulatory requirements to ensure compliance in all billing activities.

What we offer

Vestwell offers a dynamic work environment where you can grow your skills and advance your career in the financial technology sector. You will have the opportunity to work with a diverse clientele and contribute to innovative solutions that redefine how people save for critical aspects of life. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds in our team.

Join us at Vestwell, where your contributions will make a significant impact on the financial well-being of our clients and their employees. We are committed to fostering a culture of collaboration, accountability, and continuous improvement, and we look forward to welcoming you to our team.