Vestwell

Vestwell

Senior Finance Associate

Austin, TX · Senior

Sponsorship not specified$75k-$90kDetected 6 days ago
Financial AnalysisAccountingExcelFP&AProcess ImprovementCommunicationCollaborationProblem SolvingFinancial ReportingAccounts Payable

About the role

  • Vestwell is the financial technology company powering the new savings economy.
  • Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
  • To learn more, visit vestwell.com Who Are We Looking For?

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.
  • Maintain up-to-date reference documentation for all client contracts and fee schedules, updating as agreements are executed or amended.
  • 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.
  • 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.
  • Utilize billing and accounting system data to perform ad hoc analyses, support internal and external reporting needs, and inform operational improvements.
  • Support financial reporting requirements related to government savings programs.

Requirements

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 3-5 years of experience in billing, accounts receivable, or finance operations.

Nice to have

  • experience with billing software and accounting systems is a plus.
  • 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.
  • Proficiency in Excel

Compensation

  • The expected base salary range for this position is $75K - $90K base.

Benefits

  • At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee.
  • Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs.
  • You will be responsible for managing customer profiles, preparing invoices and revenue calculation packages, and monitoring accounts receivable to support the financial health of the business.

Company info

  • And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
  • As we continue to scale our Government State Savings business, we are looking to add a Senior Associate to our billing team within the Finance department.
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This listing is sourced directly from Vestwell's careers page and normalized into a canonical job model.