Senior Accountant
2 weeks ago
Description
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 office location.
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
Job Summary
We are looking for a motivated Senior 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
- Prepare financial reports, perform research and analysis, maintain the general ledger, perform account reconciliations.
- Execute month-end close process including: journal entries, account analysis, variance analysis, reconciliations, and reporting deliverables.
- Proactively identify issues and areas for improvement while helping to establish and maintain policies and procedures.
- Assist with audit preparations and testing.
- Investigating and resolving accounting issues, discrepancies, and issues of non-compliance.
- Coordinate with internal department heads and business partners regarding accounting matters to enable accurate financial statements.
- Collaborate and update the team to ensure close activities are on schedule.
- Assist with the preparation or review of SOX and substantive audit support as requested by the internal and external audit teams.
- Answer accounting and financial questions by researching and interpreting accounting guidance and financial information.
- Assist in ad hoc projects in relation to month-end, quarter-end, or year-end processes and procedures.
- Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
- 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, CPA preferred.
- 3+ years of accounting experience is required; public accounting experience is preferred.
- Technical and operational knowledge of U.S. GAAP.
- Knowledgeable regarding SOX and interactions with external auditors.
- Ability to work independently with minimal guidance to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
- Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
- Ability to assess unusual circumstances and complex problems and use analytical and problem-solving techniques to identify cause and recommend solutions.
- Have a high degree of organization, accuracy and attention to detail.
- Excellent interpersonal skills and a collaborative management style.
- Strong skills with Microsoft Office software tools, excellent technology, analytical, and communication skills with emphasis on professional business writing skills.
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 $82,000 to $102,000.
Envestnet is an Equal Opportunity Employer.
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