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Finance Shared Services
Posted on 8/10/2022
Denver, CO, USA
Experience Level
Desired Skills
  • Bachelor's degree in Accounting or Finance required, CPA required
  • 10+ years of accounting experience is required, public accounting experience is preferred
  • A high degree of organization, accuracy and attention to detail
  • Demonstrated leadership and vision in managing staff groups and major projects or initiatives
  • Excellent interpersonal skills and a collaborative management style
  • Technical and operational knowledge of U.S. GAAP. Experience with ASC 842 - Leases and ASC 350-40 - Internal Use Software preferred
  • 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
  • Superior management and multi-tasking skills, including the ability to manage multiple projects at the same time while consistently meeting deadlines
  • Demonstrated knowledge of accounting practices. Strong knowledge of emerging systems, tools, and best practices
  • Ability to lead and manage multiple plans and programs with excellent organization, planning, strategic and innovative thinking, focus, flexibility, and timeliness in collaboration with others; mature judgment and decision-making ability; must maintain confidentiality at all levels of the organization (internally and externally)
  • Demonstrated ability to work both independently and collaboratively in team settings, with senior leadership and with a diverse range of internal and external colleagues
  • Must display a high level of energy and self-motivation
  • Develops and executes departmental strategy to achieve key business objectives
  • Constantly seek for improvement opportunities and drive changes
  • Play a key role in supporting the implementations of financial information systems
  • Partner with functional partners across the organization to support corporate initiatives
  • Lead cross functional projects to support corporate strategic initiatives
  • Monitor key internal controls to ensure compliance with the organization's policies and procedures
  • Advise, develop and assist in the design and implementation of corrective action plans for resolution of problematic issues, and provides general guidance on how to avoid or deal with similar situations in the future
  • Review, investigate, document and correct errors and inconsistencies in the processing and its associated impact on financial reporting
  • Prepare/review journal entries and reconciliations including but not limited to lease accounting, internally developed software and fixed assets
  • Review 3rd party vendor contracts for accounting implications
  • Demonstrate a detailed understanding of U.S. GAAP as applicable; ensures the team is in compliance with approved technical accounting policies; assists with the implementation of approved new technical accounting policies
  • Independently organizes and oversees efforts and activities for team, manages, coaches and mentors staff
  • Review the work of the accounting staff to ensure compliance with contracts and accounting policies
  • Analyze complex issues during the close process and provide recommendations to management. Identifies and recommends significant close efficiencies, mapping out and implementing subsequent process changes
  • Perform in-depth analysis of financial statements to provide timely and accurate income statement and balance sheet variance explanations
  • Possesses an in-depth knowledge of processes occurring in the field and proactively recommends potential changes to policy and/or processes
  • Evaluates key business challenges, directs the development of new or innovative solutions
  • Assist with the development of and adherence to SOX and substantive audit documentation requirements. Assist with the management of quarterly and annual Financial and SOX audit
  • Ensure close activities are on schedule and accurate
  • 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
  • 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

201-500 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
  • 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