Senior Accountant-Yodlee

Description

Envestnet is seeking a passionate and talented Senior Accountant – Yodlee to join our Finance team. This is a hybrid role, with in-office work required at our Raleigh, NC 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 Senior Accountant contributes to the day-to-day accounting activities within the Yodlee 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.

Job Responsibilities:

• Prepare journal entries and account reconciliations for month-end closing.
  
• Perform fluctuation analyses and apply judgment to identify unusual trends that need to be further investigated.
  
• Partner with the internal use software capitalization team to develop and maintain a standardized process for capitalization, amortization, and impairment to ensure compliance with US GAAP and company policy.
  
• Responsible for Lease Accounting (ASC 842)
  
• Responsible for Prepaid Asset Accounting
  
• Responsible for PPE Accounting
  
• Proactively identify issues and areas for improvement while helping to establish and maintain policies and procedures
  
• Collaborate and update the team to ensure close activities are on schedule.
  
• Ensure operational and SOX controls are executed and documented. 
  
• Provide support and information to enable external and internal audits.
  
• Answer accounting and financial questions by researching and interpreting accounting guidance and financial information.
  
• Lead 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
  
• 5+ years of accounting experience required
  
• Technical and operational knowledge of U.S. GAAP
  
• Knowledgeable regarding SOX and interactions with external auditors.
  
• Ability to work independently 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.
  
• High degree of organization, accuracy, and attention to detail.
  
• Excellent interpersonal skills.
  
• Demonstrated proficiency with Microsoft Office software tools
  
• Excellent technical, analytical, and communication skills with emphasis on professional business writing skills.

Preferred Qualifications:

• CPA preferred
  
• Public accounting experience preferred

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 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
    
• 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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