Full-Time

Senior Accountant-Yodlee

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Raleigh, NC, USA

This is a hybrid role, with in-office work required at our Raleigh, NC office location.

Category
Cost Accounting
Financial Accounting
Management Accounting
Accounting
Required Skills
Financial analysis
Requirements
  • 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.
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.

Yodlee offers data aggregation and analytics services to financial institutions and fintech companies, helping them collect and organize financial data from various sources. This data is used to provide insights for wealth management and personalized financial advice. Yodlee operates on a subscription model, charging clients for access to its platforms and specialized products like transaction data enrichment. The company's goal is to empower its clients to enhance their services and make informed financial decisions.

Company Stage

Acquired

Total Funding

$160.8M

Headquarters

Redwood City, California

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Open banking adoption globally expands Yodlee's data aggregation service opportunities.
  • Machine learning integration enhances Yodlee's financial insights accuracy and usability.
  • Wealthtech platforms using Yodlee's technology indicate a growing market for wealth management.

What critics are saying

  • Increased competition from fintech startups could erode Yodlee's market share.
  • Shift to API-driven data aggregation may require significant technology investments.
  • Growing data privacy regulations could increase compliance costs for Yodlee.

What makes Yodlee unique

  • Yodlee offers comprehensive data aggregation services for financial institutions and fintech companies.
  • The company provides specialized products like transaction data enrichment and virtual financial assistants.
  • Yodlee's subscription and licensing model ensures long-term client relationships and ongoing support.

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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