Senior Staff Accountant, Vestwell
$80-90k
+ Equity + Bonus
Office located in Manhattan, NY
The modern savings platform
Be an early applicant
The modern savings platform
201-500 employees
Be an early applicant
$80-90k
+ Equity + Bonus
Office located in Manhattan, NY
201-500 employees
Company mission
To make saving for life's most important milestones accessible to everyone.
Role
Who you are
- Bachelor’s degree in Finance, Accounting, or a related field
- 3-5 years of experience in billing, accounts receivable, or finance operations
- Strong external relationship management
- Proficiency in Excel
- 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 the job involves
- As a Senior Associate in the Billing Team, you will play a critical role in supporting end-to-end billing operations for advisors and external partners
- You bring strong attention to detail and accountability to managing billing activities, ensuring accuracy across statements and payments while helping maintain the financial health of the business
- You are comfortable working cross-functionally with internal teams and external partners, proactively resolving issues, and communicating clearly to keep processes moving
- You take ownership of your work, contribute to close and reconciliation activities, and look for opportunities to improve and scale processes through better controls, automation, and system enhancements
- Perform end-to-end billing tasks for external partners including reviewing contracts and fee documentation, setting up and maintaining partners’ profiles in internal systems, managing statements generation, and processing payments
- Prepare, review, and distribute statements, ensuring accuracy, completeness, and alignment with contractual terms
- Investigate and resolve fee discrepancies, including corrections, adjustments, and address root causes to prevent recurring issues
- Process payments, maintain records and resolve returned or failed payments
- Serve as the primary point of contact for external partners’ inquiries, coordinate internal response, and close the loop with clear communication
- Participate in month-end, quarter-end, and year-end close processes, including reconciliations and audit support
- Contribute to the implementation and enhancement of billing systems, processes, and controls to improve accuracy, efficiency, and scalability
Our take
Access to retirement and workplace savings remains a challenge for many American workers, especially in gig and non-traditional roles. Founded in 2016, Vestwell is a fintech company making savings simpler, more accessible, and inclusive. From retirement accounts to students loan repayment and specialized savings programs, Vestwell is helping build a modern savings economy for everyone.
Vestwell's platform gives employers, payroll providers, and financial advisors easy tools to manage savings plans, while empowering employees to save directly from their paychecks. And programs like the Amazon Delivery Service Partner pooled employer plan and state-run auto-IRA initiative show just how Vestwell is helping underserved workers gain access to retirement savings, creating real financial security for millions nationwide.
Serving nearly 1.5M participants across 350,000 businesses with over $35B in assets, Vestwell has raised $125M in recent funding and expanded state partnerships. By tailoring solutions for gig and mobile workforces, the company has put itself in a prime position to continue transforming how Americans save, making financial security more accessible than ever.
Steph
Company Specialist at Welcome to the Jungle
Insights
17% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Dec 2023
$125m
SERIES D
Jul 2021
$70m
SERIES C
Total funding: $237.5m
Company benefits
- Competitive health coverage
- A dedicated Employee Wellbeing Committee
- Generous vacation, safe/sick time, and leave policies
- Strong focus on learning & development
- Hybrid work environment
- A great 401(k) plan!
Company HQ
Midtown East, New York, NY
Leadership
Aaron Schumm
(Founder & CEO)Studied Finance at GIES College of Business and then received an MBA from Duke. Head Equity Research at financial advisory firm Dillon Scott Securities, Product Manager at Fiserv, VP of Product Marketing at Citi.
David Sheen
(CFO)David joined Vestwell in 2017 as an SVP of Finance & HR and became CFO in 2020. Prior to this, he spent 2 years at Primary Venture Partners as a Senior Associate and Principal and 3 years at Morgan Stanley as an Investment Banking Associate.
Jonathan Mark
(COO)Jonathan joined Vestwell in 2021 as an SVP of Business Operations & Strategy and became COO in 2023. Prior to this, he was the Interim Head of Member Operations at Garner Health and a Go-to-market Consultant at Elemental Cognition. He also spent nearly 7 years at Bridgewater Associates in various roles including Chief of Staff to Department Head of Engineering and AI (Principles Division) and Head of Business Operations (Principles Division).
Patty Kim
(CPO)Prior to joining Vestwell in 2020, Patty was a Senior Director of Global Talent Acquisition/VP of People Ops & Talent at Conductor. She also spent 3 years at Dentsu Aegis Network as a Director of Talent Acquisition and 3 years at 24 Seven as an Account Manager.
Rob Molchon
(CTO)Prior to joining Vestwell in 2021, Rob held VP roles at Integral Ad Science, Sizmek, MediaMind, and Unicast.
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