Senior Staff Accountant

Vestwell • King of Prussia, PA

1d • $80 - $90 • Hybrid

About The Position

Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States.
Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities.
Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com
At Vestwell, our people make all the difference. As we continue to scale, we are looking to add a Senior Staff Accountant to join our Billing team, within the Finance department.
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.

Requirements

• 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.
• This role will be based in either the New York City or King of Prussia office, and will be part of Vestwell's hybrid in-office operation.
• The expected salary range for this position is $80-$90K for New York.
• This position is eligible to participate in the Company Bonus Pool and to receive new hire equity in the Company.
• Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.

Responsibilities

• 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.

Benefits

• We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering.
• We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan, Austin, King of Prussia, and Phoenix offices, so everyone has a setting that is the most productive for them.
• Oh, and naturally we have a great 401(k) plan!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level