Job details

Billing Specialist

Vestwell is a financial technology company focused on revolutionizing savings across various domains. They seek a Senior Specialist to enhance their billing processes within the Finance department.

Skills

Proficiency in Excel
Strong attention to detail
Effective communication skills
Organizational skills

Responsibilities

Support billing operations by creating and updating customer profiles
Assist in preparing invoices and statements
Monitor accounts receivable and track outstanding payments
Perform reconciliations for billing transactions
Coordinate with team members on customer inquiries
Prepare reports for monthly and quarterly close processes

Education

Bachelor’s degree in Finance, Accounting, or related field

Benefits

Competitive salary and benefits package
Opportunities for growth and career development
Collaborative and inclusive work environment
Health coverage
Generous vacation offering
401(k) plan

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Vestwell (NY) Glassdoor Company Review

4.1

Vestwell (NY) DE&I Review

No rating

CEO of Vestwell (NY)

Aaron Schumm

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By Vestwell (NY)

Vestwell provides every employee in America with access to a retirement account by removing the friction points financial advisors and companies have in establishing and maintaining defined contribution & benefit programs. We look out for everyon...

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FUNDING

Private

DEPARTMENTS

Finance

SENIORITY LEVEL REQUIREMENT

Mid-Level

INDUSTRY

Enterprise Software & Network Solutions

TEAM SIZE