Senior Billing Specialist - Vestwell : Job Details

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.

What You Will Be Doing:

• Perform billing operational tasks, including reviewing contracts with customers and partners, creating customer profiles in internal systems, managing 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.

OUR BENEFITS

We're a growth stage startup with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and PTO policy. We have adopted a remote-hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in midtown Manhattan so everyone has a setting that is the most productive for them.

OUR PROCESSIt starts the same for every candidate: getting to know the team members through 1 - 2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen which leads to a virtual or in-person interview panel if the screens go well. We prioritize transparency and lack of surprise throughout the process.