Envestnet is seeking a Senior Accountant to join our Finance department. This is a hybrid role, with in-office work required at our Denver, CO.
Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.
Envestnet’s Strategy:
- Deliver the industry-leading wealth management platform, powered by advanced data and insights
- Leverage our scale and efficiencies to serve our clients’ needs comprehensively
- Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
For more information, please visit www.envestnet.com.
Job Summary:
We are looking for a motivated Sr Accountant to assist with the day-to-day accounting over US entity activities within the Finance organization. This position is essential to ensuring the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes. This is a great position for those who want to grow their accounting career and thrive in a fast-paced environment.
Job Responsibilities:
- Possesses a thorough understanding of accounting concepts.
- Perform monthly accounting duties as assigned including:
- Create and validate customer invoices.
- Facilitate collections via appropriate channel.
- Reconcile transactions to ensure accounting records are accurate.
- Analyze data to identify trends and potential issues.
- Create, validate, process and reconcile pass-through and other 3rd party payments.
- Resolve reconciling items.
- Research and resolve complex process or accounting issues.
- Responsible for complex customer relationships for accounting responsibilities including invoice, collection process, issue resolution and support.
- Provide support cash forecasting with expected receipts and disbursement guidance to Treasury operations.
- Utilize financial schedules to perform analysis including trends for reconciling items, fluxes, and root causes.
- Prepare reports including spreadsheet analyses and schedules to meet monthly, quarterly, and annual reporting requirements.
- Conduct appropriate research to identify and solve for reconciling items with further analysis and/or corrective action.
- Establish effective relationships within functional area and partner with cross-departmental peers and business units to effectively accomplish tasks.
- Complete tasks timely, escalate any delays to avoid negatively impacting team performance; complete assigned special projects in a timely and accurate manner. Document processes effectively.
- Provide senior accountants and manager with important updates on a consistent basis and escalate complex items to manager.
- Understand and readily support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
- As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
Required Qualifications:
- Bachelor's Degree in Accounting or Finance required.
- 3+ years of Accounting experience.
- Previous experience working in a high growth, public company environment preferred.
- Excellent verbal and written communication skills.
- Ability to work collaboratively in a team environment.
- Detail oriented with strong time management, organizational and adaptability skills.
- Proficient in Microsoft Office Suite.
- Strong analytical skills.
- Experience with Oracle ERP or other large Financial System ERP.
Envestnet:
- Be a member of an innovative and industry leading financial technology and solutions company
- Competitive Compensation/Total Reward Packages that include:
- Health Benefits (Health/Dental/Vision)
- Paid Time Off (PTO) & Volunteer Time Off (VTO)
- 401K – Company Match
- Annual Bonus Incentives
- Parental Stipend
- Tuition Reimbursement
- Student Debt Program
- Charitable Match
- Wellness Program
Salary:
The annual base salary range for this position is $75,000 to $115,000.
