Financial Analyst II

Finance Full-Time Berwyn, Pennsylvania ReqID:5999


Envestnet is seeking a passionate and talented Financial Analyst II to join our Finance team. This position is expected to report to our Berwyn, PA office.

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:

Envestnet is seeking a Financial Analyst II to join the Financial Planning & Analysis (FP&A) team within the Wealth Solutions & Corporate segments. The FP&A team contributes towards Envestnet’s mission by supporting and providing financial insights to the management team so they can deliver on Company objectives. The team coordinates and manages all financial processes in the areas of planning, forecasting and quarterly business reviews partnering closely with internal stakeholders.

The Financial Analyst II is responsible for partnering with functional leaders across the organization to support our rapidly growing organization. This key contributor will own the budgeting and forecasting of operating expenses across the Wealth & Corporate Segment. The ideal candidate will have a strong analytical mindset, confidence to work cross functionally, understand and communicate complex concepts, drive change, and produce tangible results. We are looking for an individual who is a fast learner, hardworking, organized, detail-oriented, and thrives in a fast-paced, collaborative environment.

Job Responsibilities:

  • Maintain and improve financial models that track spending.
  • Conduct in-depth monthly spend variance analysis and partner with business leads to understand potential trend changes to inform the quarter, annual, and long-term strategic planning processes.
  • Lead the Opex consolidation during forecast and budget cycles.
  • Provide internal reporting and analysis of key metrics for executive management.
  • Support profitability analysis & resources allocation analysis.
  • Contribute to projects and ad-hoc analyses with various internal stakeholders.
  • 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: 

  • 2 – 4 years of relevant experience required.
  • Bachelor’s Degree in Finance or related field of study required.
  • Strong financial and operational planning skills, with the ability to synthesize data, identify, and highlight trends.
  • Customer driven with excellent verbal and written communication and interpersonal skills.
  • Ability to multi-task effectively while working with cross-functional stakeholders.
  • Ability to execute in a dynamic and demanding environment by demonstrating organizational, problem-solving, analytical, project management and prioritization skills.
  • Advanced proficiency in Excel and experience with Power BI or Tableau, a plus.

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).