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Full-Time

Director – Accounting

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Compensation Overview

$105k - $155kAnnually

+ Bonus + Parental Stipend + Tuition Reimbursement + Student Debt Program + Charitable Match + Wellness Program

Expert

Denver, CO, USA

Category
Financial Accounting
Financial Analysis
Financial Controller
Accounting
Requirements
  • Bachelor’s degree in Accounting or Finance required
  • CPA required
  • 10+ years of accounting experience required; public accounting experience with Big 4 or large regional firm
  • Excellent organization, accuracy, and attention to detail
  • Demonstrated leadership and vision in managing staff groups and major projects or initiatives; proven ability to advise and influence senior leaders
  • Excellent interpersonal skills and a collaborative management style
  • Advanced application technical and operational knowledge of U.S. GAAP
  • Knowledgeable regarding SOX and interactions with external auditors
  • Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills
  • Demonstrated initiative, works well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement
  • Strong skills with Microsoft Office software tools
Responsibilities
  • Prepare or review journal entries and account reconciliations on various balance sheet and income statement accounts
  • Demonstrate a detailed understanding of U.S. GAAP; ensure the team is in compliance with approved technical accounting policies; assist with the implementation of approved new technical accounting policies
  • Execute and lead team to execute accurate and timely close process, ensuring all deadlines are successfully achieved
  • Review, investigate, document, and correct errors and inconsistencies in financial entries, documents, and reports
  • Lead, coach, and mentor a team of accountants and/or senior accountants, reviewing the teams’ work to ensure compliance with accounting policies
  • Establish strong working relationships with all levels of the business, including senior leadership, acting as a liaison to explain complex accounting measures and gather relevant information from the respective business functions
  • Analyze complex issues during the close process and provide recommendations to senior leadership
  • Identify and recommend significant close efficiencies, mapping out and implementing subsequent process changes
  • Review and analyze complex contracts and produce journal entries or ledger transactions that accurately reflect the analysis
  • Perform in-depth analysis of financial statements to provide timely and accurate income statement and balance sheet variance explanations
  • Possess an in-depth knowledge of processes occurring in the field and proactively recommends potential changes to policy and/or processes
  • Partner in the development of and adherence to SOX and substantive audit documentation requirements
  • Assist with the management of quarterly and annual Financial and SOX audit
  • Assist with the management of the team to ensure close activities are on schedule
  • Lead various special projects and ad-hoc requests as needed or 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

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage

M&A

Total Funding

$742M

Headquarters

Redwood City, California

Founded

1999

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-16%

2 year growth

-42%

Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement