Envestnet is seeking a passionate and talented Senior FP&A Analyst to join our Finance team. This is a hybrid role, with in-office work required at our Berwyn, PA office location.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
The Wealth Finance organization is looking for a Senior Financial Analyst to join their team. This role will contribute towards Envestnet’ mission by supporting and providing financial insights to the Wealth management team so they can deliver their strategy & financial objectives. Financial Planning & Analysis will be the main responsibilities of the position and thus we are looking for an individual with strong analytical, financial & business partnering skills.
This individual provides analytical, reporting and decision support to the finance team and key members of senior management for the Wealth Solutions business unit. This critical role is responsible for supporting the company’s monthly sales and financial reporting needs, as well as the forecasting and budgeting processes. This individual serves as a key resource for periodic management reporting and ad hoc business analysis. This role requires strong systems knowledge and data management capabilities, as well as excellent attention to detail.
Job Responsibilities:
Extracting and structuring operational and financial data to ensure data integrity and facilitate effective analysis and reporting
Building models to facilitate data compilation, analysis and decision-making
Analyzing data, identifying issues and opportunities, and proactively resolving problems encountered
Financial planning and analysis
Support the business unit’s monthly financial reporting needs
Conduct in-depth variance analysis of the company’s sales and financial performance on a monthly, quarterly and annual basis relative to plan, forecast and prior year
Provide analysis supporting monthly business review reporting package
Develop financial models to support forecasting and budgeting plan processes
Provide necessary data to facilitate quarterly sales incentive process
Lead projects independently and partner on projects and analyses with various internal stakeholders
Other duties as assigned
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 required, with an accounting or finance emphasis preferred
Knowledge of capital markets or investment management a plus
Strong attention to detail
Strong analytic modeling skills
Strong systems and data management skills
Expert knowledge of MS Excel or other database skills a plus
Familiarity with data visualization tools and techniques preferred
Ability to work independently and balance multiple projects/priorities
Strong work ethic
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Be a member of a leading financial services and products innovation companyCompetitive 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
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.
Envestnet is an Equal Opportunity Employer.
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