Full-Time

Senior Accountant

Posted on 4/18/2024

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech

Senior

Denver, CO, USA

Requirements
  • Bachelor’s degree in Accounting or Finance required, CPA preferred.
  • 3+ years of accounting experience is required; public accounting experience is preferred.
  • Technical and operational knowledge of U.S. GAAP
  • Knowledgeable regarding SOX and interactions with external auditors.
  • Ability to work independently with minimal guidance in a dynamic environment.
  • Demonstrate initiative, detail-oriented, self-motivated, and able to implement process improvement.
  • Strong analytical and problem-solving skills.
  • Excellent interpersonal and communication skills.
  • Proficiency in Microsoft Office software tools.
Responsibilities
  • Prepare financial reports, perform research and analysis, maintain the general ledger, perform account reconciliations.
  • Execute month-end close process including journal entries, account analysis, variance analysis, reconciliations, and reporting deliverables.
  • Identify issues for improvement, establish and maintain policies and procedures.
  • Assist with audit preparations and testing.
  • Resolve accounting issues, discrepancies, and non-compliance.
  • Coordinate with internal department heads and business partners regarding accounting matters.
  • Collaborate with the team to ensure close activities are on schedule.
  • Assist with SOX and substantive audit support.
  • Answer accounting and financial questions.
  • Assist in ad hoc projects related to month-end, quarter-end, or year-end processes.
  • Adhere to Envestnet's legal, compliance, risk, and administrative policies.

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

-9%

1 year growth

-17%

2 year growth

-43%

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