Billing Associate, Vestwell
$65-80k
The modern savings platform
Job no longer available
The modern savings platform
201-500 employees
Job no longer available
$65-80k
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
- 0 - 1 years of experience in billing, accounts receivable, or finance operations
- Proficiency in Excel; familiarity with billing is a plus
- Strong attention to detail and a willingness to learn
- Effective communication skills and ability to work collaboratively in a team setting
- Organizational skills and ability to handle multiple tasks effectively
What the job involves
- 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
- This position also offers the opportunity to participate in system implementations and enhancements, where you will work to optimize our billing software and improve operational efficiency
- Support billing operations by creating and updating customer profiles in internal systems
- Assist in preparing invoices and statements, ensuring accuracy and timely distribution
- Help monitor accounts receivable, track outstanding payments, and provide support for collections
- Perform reconciliations for billing transactions
- Coordinate with team members to address customer inquiries regarding billing issues
- Provide assistance in preparing reports for monthly and quarterly close processes
- Support month-end, quarter-end, and year-end close processes
- Participate in team meetings to stay updated on billing policies and procedures
Application process
- It 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 (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well
- Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process
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 6 rounds)
Feb 2026
$385m
SERIES E
Dec 2023
$125m
SERIES D
Total funding: $622.5m
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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