Accountant I - Littleton - Envestnet

Description

Envestnet is seeking an Accountant I to join our Finance department. This is a hybrid role, with in-office work required at our Denver, office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet's Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients' needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients' financial lives, and in a more connected environment

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Job Summary:

We are looking for a motivated Accountant I to play an integral part in the day-to-day billing/collection/revenue accounting in a fast-paced environment. 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:

• Conduct appropriate research to identify and solve for reconciling items with further analysis and/or corrective action.
• Collaborate with technical teams to map new products and configurations into the GL, ensuring financial integrity and reporting accuracy.
• Complete month end close responsibilities including: preparing journal entries, reviewing system generated journal entries and ledger interfaces, prepare reconciliations, resolve reconciliation issues, and resolve accounting issues.
• Work with cross functional teams to maintain an understanding of the company's products and programs (new and existing) and their impact on the downstream Finance processes
• Establish effective relationships within functional area and partner with cross-departmental peers and business units to effectively accomplish tasks.
• Complete tasks timely, escalate any delays to avoid negatively impacting team performance; complete assigned special projects in a timely and accurate manner. Document processes effectively.
• Provide senior accountants and manager with important updates on a consistent basis and escalate complex items to manager.
• Understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk.
• 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.
• Understanding of accounting principles.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving skills.
• Detail oriented with strong time management, organizational, and adaptability skills.
• Ability to work collaboratively in a team environment.
• Proficient in accounting software.
• Proficient in Excel and Microsoft Office software tools.

Preferred Qualifications:

• 1-2 years of accounting experience
• Previous experience working in a high growth, public company environment preferred.

Envestnet:

• Be a member of an innovative and industry leading financial technology and solutions 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

Salary:

The annual base salary range for this position is $53,000 to $66,000.

Envestnet is an Equal Opportunity Employer.

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