Finance Operations • Senior

Who you are

You have a strong background in finance operations, with a keen eye for detail and a commitment to accuracy in managing billing activities. Your experience allows you to proactively resolve issues and communicate effectively with both internal teams and external partners. You take ownership of your work and are dedicated to maintaining the financial health of the business.

You thrive in a collaborative environment, working cross-functionally to ensure smooth processes and timely billing operations. Your ability to manage multiple tasks and prioritize effectively makes you an asset to any team. You understand the importance of clear communication and are comfortable engaging with various stakeholders to keep operations running smoothly.

What you'll do

As a Senior Specialist in the Billing Team, you will play a critical role in supporting end-to-end billing operations. You will be responsible for ensuring the accuracy of billing statements and payments, which is essential for the financial health of Vestwell. Your attention to detail will help identify and resolve discrepancies, ensuring that all billing activities are completed accurately and on time.

You will collaborate closely with advisors and external partners, addressing any issues that arise and maintaining strong relationships. Your proactive approach will help streamline processes and improve efficiency within the billing operations. You will also contribute to the development of best practices and procedures to enhance the overall effectiveness of the team.

What we offer

Vestwell provides a dynamic work environment where your contributions will directly impact the company's success. You will have the opportunity to work with a diverse clientele and be part of a team that is redefining 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.