Principal Director, Finance Shared Services

Description Envestnet is seeking a Principal Director, Finance Shared Services to join our Finance department. 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:

The Principal Director, Finance Shared Services oversees the accuracy of Envestnet's accounting and associated reporting for the organization. This is a hands-on role responsible for managing the financial activities of Envestnet's Shared Service functions to ensure accurate and timely internal and external reporting. This role helps to establish strategies to oversee and optimize the accounting operations, analyze financial data, produce accurate reporting, and improve or change current practices to increase efficiency. The Principal Director manages a team of Directors and associates to achieve these results. The Principal Director co-owns this function with another Principal Director, Finance Shared Services and will be focused on Finance transformation, systems implementations and processes redesign.

Job Responsibilities:

CO-leads the Shared Services general accounting function, which may include compensation, inter-company, cash, capitalization, accruals, balance sheet management. Responsible for driving the monthly general ledger close process and any related activities to ensure accounts are accurately reflected, reconciled, reported and in accordance with

U.S. GAAP.

Provides accounting GAAP guidance and support to all company entities. At times, this may include involvement in due diligence and other activities surrounding acquisitions/dispositions. Ensures that company financial records, under responsibility, are maintained in compliance with company policies and US GAAP. Responsible for execution of operational controls, control testing for Sarbanes Oxley Coordinates work relating to both internal and external audits in the periodic review of the company financial records. Is further responsible for the implementation of agreed upon recommendations, related to areas of responsibility, resulting from the audit findings. Ensures that the accounting department is staffed with qualified financial personnel capable of meeting the objectives and responsibilities, noted above. Responsible for continued development of these associates. Expected to manage the accounting department towards efficient and value-added processes and interact effectively with all levels of the organization. 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:

B.S. in Accounting CPA and deep knowledge of US GAAP Public Accounting experience preferred (Big Four or large Regional firm) 15+ years of progressive accounting experience Public Accounting experience preferred (Big Four or large Regional firm) Clear path of stable progressive growth Strong desire for success in a fast-moving organization Proficiency in financial reporting software preferred (e.g., Oracle, NetSuite, SAP, etc.) and advanced excel modeling skills Experience working in a multi-billion-dollar organization Uses deep understanding of work flows to improve processes and procedures. Candidate should be energetic, detail-oriented, self-motivated, be able to work within tight deadlines, and be able to adapt to changing priorities Strong written and verbal communication skills, with the ability to clearly articulate complex financial issues.

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 $145,000 to $181,000. Envestnet is an Equal Opportunity Employer. #LI-LM1