Accountant II

Description

Envestnet is seeking a passionate and talented Accountant II – 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 Accountant II assists with the day-to-day accounting over US entity 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:

• Apply a thorough understanding of intermediate accounting concepts.
  
• Prepare timely and accurate journal entries focused corporate operating cash, AP.
  
• Conduct thorough analysis of financial statements to provide timely and accurate P&L and Balance Sheet variance explanations.
  
• Utilize financial schedules to conduct increasingly complex reasonableness tests, identifying trends and data anomalies, including the root causes of most variances (i.e., business reasons).
  
• Prepare increasingly complex spreadsheet analyses and schedules to meet monthly, quarterly, and annual reporting requirements.
  
• Utilize multiple sources to compile quantitative and qualitative data.
  
• Perform accurate and timely balance sheet and P&L account reconciliations in area of responsibility. Resolve reconciliation issues with limited support.
  
• Complete assigned special projects in a timely and accurate manner.
  
• Identify potential control deficiencies in area of responsibility and recommend corrective action to management.
  
• Responsible for accounting functions associated with Prepaid Assets, PPE, AR, AP, T&E Expenses, etc., as needed.
  
• 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
  
• 2-3 years of General Ledger Accounting experience 
  
• Experience with large volume of reconciliation and banking transactions
  
• Excellent verbal and written communication skills
  
• Proficient in Microsoft Office Suite
  
• Strong analytical skills
  
• Experience with Oracle ERP or other large Financial System ERP

Preferred Qualifications:

• Previous experience working in a high growth, public company environment 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.

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).

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