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Full-Time

Head – Controller

Posted on 6/4/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior, Expert

United States

Category
Financial Analysis
Financial Controller
Accounting
Required Skills
Mergers & Acquisitions (M&A)
Requirements
  • 10+ years of accounting experience with increasing responsibility
  • Recent Big 4 Accounting experience
  • CPA, MBA or other applicable certification preferred
  • Ability to lead a project team and cultivate a strong working relationship with internal partners
  • Current knowledge of industry and regulatory issues and best practices for assigned areas
  • Excellent analytical skills
  • Capacity to leverage relationships and insights to successfully influence others
  • Availability to travel domestically and internationally as necessary, approximately 30% of time
Responsibilities
  • Lead and manage the accounting department
  • Provide comprehensive financial updates to senior managers
  • Guide financial decisions by applying company policies and procedures
  • Develop, implement, and maintain financial controls and guidelines
  • Achieve budgeting goals with proper scheduling, analysis, and corrective actions
  • Maximize payroll efficiency through innovative process development
  • Help develop and support short and long-term operational strategies
  • Serve as lead in all due diligence regarding business acquisition
  • Maintain internal safeguards for revenue receipts, costs, and team and organizational budgets and actual expenditures
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy

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

-41%

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

INACTIVE