Vestwell is the financial technology company powering the new savings economy. Our 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 over 2M active savers, with over $50B in assets saved across all 50 states. 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
Who Are We Looking For?
At Vestwell, our people make all the difference. 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. As a Sr. Finance Associate on the Billing Team, you will play a critical role in ensuring smooth and accurate billing operations for our state agency partners and external program participants. 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. Your role will involve frequent interaction with state agency partners, internal teams, and cross-functional stakeholders to resolve issues and facilitate timely payments. You will also contribute to financial reporting, reconciliation tasks, and process improvement — with the opportunity to participate in system implementations that optimize billing software and operational efficiency.
What Will You Be Doing?
As a Senior Finance Associate, you will serve as a strategic individual contributor responsible for end-to-end billing operations, collections, and revenue reconciliation within the Government State Savings business. This role requires independent judgment, attention to detail, and ownership of processes to ensure accurate and timely invoicing, cash collection, and internal reporting. You will act as a key partner to internal stakeholders and external state agency clients, helping to maintain financial accuracy and operational efficiency.
Day-to-Day, You May Also Be Expected To:
Billing Operations
Revenue & Account Reconciliation
Collections Management
Internal & Cross-Functional Collaboration
Financial Analysis & Reporting
Month-End & Quarter-End Close
System & Process Improvements
Independent Judgment & Decision-Making
Requirements
The Necessities
The Extras
This role will be based in the Austin, TX office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $75K - $90K base. This position is eligible to participate in the Company Bonus Pool and is eligible 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.
OUR BENEFITS
We’re an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from [email protected] any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell’s Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell’s California Privacy Rights Policy.
Based on 2,558 disclosed Finance salaries on RoleSuite, the role pays a median of $117K/year, with most offers between $87K and $161K (10th–90th percentile: $70K–$201K).
This posting lists $75K–$90K, below the $117K market median.
See the full Finance salary breakdown →