# Senior Finance Associate

**Company:** [Vestwell](https://hotfix.jobs/companies/vestwell)
**Location:** Austin, TX
**Role:** Finance & Accounting
**Salary:** $75k – $90k/yr
**Experience:** 3+ years
**Skills:** Excel, Billing Operations, Accounts Receivable, Financial Reconciliation, Revenue Recognition, Journal Entries, Collections Management, Financial Reporting, Month-End Close, Billing Software
**Posted:** 2026-07-02

> Senior Finance Associate responsible for end-to-end billing operations, revenue reconciliation, collections, and financial reporting for Vestwell's Government State Savings business. Requires bachelor's degree and 3-5 years in billing/AR/finance operations.

## Job Description

## Responsibilities
- Review state agency and partner contracts; create and maintain customer profiles; manage new program subscriptions; prepare invoices and revenue calculation packages for monthly and quarterly billing cycles.
- Process invoices and payments to state agencies in accordance with contractual terms and internal approval workflows.
- Maintain up-to-date reference documentation for all client contracts and fee schedules.
- Reconcile billing-related balance sheet accounts, including deferred revenue and accounts receivable.
- Reconcile bank accounts on a daily and/or weekly basis.
- Compare periodic reporting to the P&L, identify and document variances.
- Track and reconcile invoices from external partners against expenses accrued; identify and process adjustments.
- Own the end-to-end collections process, monitoring overdue invoices, resolving disputes, and escalating issues.
- Respond to internal and external inquiries regarding payment status; process and record payments.
- Serve as the key Billing department point of contact for internal teams (Operations, Compliance, FP&A, Legal) and external state agency partners.
- Compile reports for monthly and quarterly revenue and cost of revenue calculations.
- Perform ad hoc analyses using billing and accounting system data.
- Participate in month-end, quarter-end, and year-end close processes; prepare and post journal entries.
- Assist in implementing new billing software and system enhancements; identify opportunities to automate workflows.
- Exercise discretion in resolving billing discrepancies and recommending process improvements.

## Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 3-5 years of experience in billing, accounts receivable, or finance operations.
- Proficiency in Excel.
- Strong organizational and problem-solving skills.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a team.
- Attention to detail and commitment to accuracy.

## Nice-to-Haves
- Experience in a fintech, financial services, or similarly regulated industry.
- Familiarity with government or state-administered programs (529 plans, auto-IRA, or similar).
- Experience with billing software and accounting systems.

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