Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Accountant I will play an integral part in the day-to-day billing, collection, and revenue accounting, ensuring financial reporting accuracy and collaborating with technical teams.
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
Skills
- 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
- 1-2 years of accounting experience
- Previous experience working in a high growth, public company environment preferred
Benefits
- 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
Company Overview
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers. It was founded in 1999, and is headquartered in Berwyn, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is http://www.envestnet.com.Company H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships, with 21 in 2025, 38 in 2024, 29 in 2023, 40 in 2022, 49 in 2021, 27 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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