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Senior Staff Accountant

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Fin Capital

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Location:
United States , New York ▼

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Category:
Finance

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Contract Type:
Not provided

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Salary:

80000.00 - 90000.00 USD / Year
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Job Description:

Vestwell is looking to add a Senior Staff Accountant to join our Billing team, within the Finance department. You will play a critical role in supporting end-to-end billing operations for advisors and external partners, ensuring accuracy across statements and payments while helping maintain the financial health of the business.

Job Responsibility:

  • 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

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
What we offer:
  • Competitive health coverage
  • Generous vacation offering
  • Hybrid office policy
  • Great 401(k) plan
  • Employee Wellbeing Committee
  • Eligible to participate in the Company Bonus Pool
  • Eligible to receive new hire equity in the Company

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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