Financial Analyst II

1 week ago

Berwyn, United States Envestnet | Yodlee Full time

Envestnet is seeking a Financial Analyst II to join the Financial Planning & Analysis (FP&A) team within the Wealth Solutions & Corporate segments. The FP&A team contributes towards Envestnet’s mission by supporting and providing financial insights to the management team so they can deliver on Company objectives. The team coordinates and manages all financial processes in the areas of planning, forecasting and quarterly business reviews partnering closely with internal stakeholders.

The Financial Analyst II is responsible for partnering with functional leaders across the organization to support our rapidly growing organization. This key contributor will own the budgeting and forecasting of operating expenses across the Wealth & Corporate Segment. The ideal candidate will have a strong analytical mindset, confidence to work cross functionally, understand and communicate complex concepts, drive change, and produce tangible results. We are looking for an individual who is a fast learner, hardworking, organized, detail-oriented, and thrives in a fast-paced, collaborative environment.

Job Responsibilities:

Maintain and improve financial models that track spending. Conduct in-depth monthly spend variance analysis and partner with business leads to understand potential trend changes to inform the quarter, annual, and long-term strategic planning processes. Lead the Opex consolidation during forecast and budget cycles. Provide internal reporting and analysis of key metrics for executive management. Support profitability analysis & resources allocation analysis. Contribute to projects and ad-hoc analyses with various internal stakeholders. 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: 

2 – 4 years of relevant experience required. Bachelor’s Degree in Finance or related field of study required. Strong financial and operational planning skills, with the ability to synthesize data, identify, and highlight trends. Customer driven with excellent verbal and written communication and interpersonal skills. Ability to multi-task effectively while working with cross-functional stakeholders. Ability to execute in a dynamic and demanding environment by demonstrating organizational, problem-solving, analytical, project management and prioritization skills. Advanced proficiency in Excel and experience with Power BI or Tableau, a plus.

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