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About the Role

Vestwell is seeking a Senior Finance Associate to join their billing team within the Finance department. This role is critical for ensuring smooth and accurate billing operations for state agency partners and external program participants. Responsibilities include managing customer profiles, preparing invoices and revenue calculations, monitoring accounts receivable, and contributing to financial reporting and process improvements.

Responsibilities

Review state agency and partner contracts; create and maintain customer profiles; manage new program subscriptions; and prepare invoices and revenue calculation packages for monthly and quarterly billing cycles.
Process invoices and payments to state agencies in accordance with contractual terms and internal approval workflows.
Maintain up-to-date reference documentation for all client contracts and fee schedules, updating as agreements are executed or amended.
Collect proper approvals for revenue calculation packages prior to submission.
Reconcile billing-related balance sheet accounts, including deferred revenue and accounts receivable, ensuring accuracy and completeness.
Reconcile bank accounts on a daily and/or weekly basis throughout the month.
Compare periodic reporting to the P&L and identify and document variances.
Track and reconcile invoices from external partners against expenses accrued; identify and process necessary adjustments.
Own the end-to-end collections process, monitoring overdue invoices, resolving disputes, and escalating issues as necessary to optimize cash flow.
Respond promptly to internal and external inquiries regarding payment status.
Process and record payments; resolve returned or failed payments with appropriate follow-up.
Serve as the key Billing department point of contact for internal teams — including Operations, Compliance, FP&A, and Legal — and for external state agency partners.
Coordinate internal responses to partner and state agency inquiries, closing the loop with clear and timely communication.
Support cross-functional workflows related to new program launches, contract changes, and operational updates affecting billing.
Compile reports required for monthly and quarterly revenue and cost of revenue calculations.
Utilize billing and accounting system data to perform ad hoc analyses, support internal and external reporting needs, and inform operational improvements.
Collect and organize documentation required for external auditors; support audit readiness by maintaining current and well-documented records.
Participate in month-end, quarter-end, and year-end close processes, ensuring accurate revenue recognition and accounting compliance.
Prepare and post journal entries related to billing activity; assist with reconciliations and variance analysis.
Support financial reporting requirements related to government savings programs.
Assist in implementing new billing software and system enhancements to streamline operations and improve efficiency.
Identify opportunities to automate and improve reconciliation workflows, approval processes, and documentation practices as the team scales.
Exercise discretion in resolving billing discrepancies, determining escalation needs, and recommending process improvements.
Take ownership of your work and proactively surface issues, risks, and opportunities to the Senior Manager.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
3-5 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.
Experience in a fintech, financial services, or similarly regulated industry preferred.
Familiarity with government or state-administered programs (529 plans, auto-IRA, or similar) a plus.

Skills

Excel proficiency
Billing software experience
Accounting systems experience
Organizational skills
Problem-solving skills
Written communication skills
Verbal communication skills

Location

Austin, TX

Work Type

Hybrid

Experience Level

Senior Associate
3-5 years

Education Level

Bachelor's degree in Finance, Accounting, or a related field

Salary/Compensations

$75K - $90K base

Benefits

Comprehensive health benefits
Generous time off
Dedicated Employee Wellbeing Committee
Competitive 401(k) plan
Company Bonus Pool eligibility
New hire equity eligibility

About the Company

Vestwell is the financial technology company powering the new savings economy.
Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

Equal Opportunity

Vestwell prioritizes employee wellbeing.
We’re an innovative, high-growth company with an exciting future ahead.
Our interview process prioritizes transparency, clear communication, and minimizing surprises.