Full-Time
Financial Analyst II
Updated on 4/18/2024
Data aggregation and analytics for FinTech
Junior, Mid, Senior
Berwyn, PA, USA
- 2-5 years of relevant experience
- Bachelor's Degree required, with an accounting or finance emphasis preferred
- Knowledge of capital markets or investment management a plus
- Superior attention to detail
- Strong analytic modeling skills
- Strong systems and data management skills
- Expert knowledge of MS Excel or other database skills a plus
- Proficiency/Advanced knowledge in dashboarding tools (Power BI)
- Ability to execute in a dynamic and demanding environment by demonstrating organizational, problem-solving, analytical, project management and prioritization skills
- Ability to work independently and balance multiple projects/priorities
- Demonstrated initiative, innovative, and self-motivated with a great sense of urgency and follow-through
- Extracting and structuring operational and financial data to ensure data integrity and facilitate effective analysis and reporting
- Building models to facilitate data compilation, analysis and decision-making
- Analyzing data, identifying issues and opportunities, and proactively resolving problems encountered
- Support the business unit’s monthly financial reporting needs
- Conduct in-depth variance analysis of the company’s sales and financial performance on a monthly, quarterly and annual basis relative to plan, forecast and prior year
- Provide analysis supporting monthly business review reporting package
- Develop financial models to support forecasting and budgeting plan processes
- Provide necessary data to facilitate quarterly sales incentive process
- Other duties as 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.
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
6 month growth
↓ -8%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