Financial Reporting Manager

Finance Full-Time Denver, Colorado ReqID:4536


Description

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). 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. Envestnet is headquartered in Chicago.

 

Envestnet is seeking a talented and passionate Financial Reporting Manager to join the Financial Reporting team.


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.

 

The Financial Reporting Manager will report directly to the VP of Financial Reporting and will be responsible for the management of the company’s SEC reporting function, overseeing the preparation of all SEC filings including, but not limited to, Quarterly Reports on Form 10-Q, Annual Report on Form 10-K and Current Reports on Form 8-K.

 

Job Responsibilities:

  • Preparation and filing of Forms 8-K, 10-Q and 10-K with the SEC, which includes reviewing the consolidated financial statements and footnote disclosures and drafting the MD&A.
  • Developing new disclosures as determined by SEC requirements, or new accounting standards, as well as advising on improvements to existing disclosures.
  • Partner with investor relations on quarterly earnings releases and lead consolidated management reporting.
  • Preparation of Internal and External Financial Statements
  • Research and draft memoranda in support of accounting positions
  • Leading consolidated management reporting, including preparation of ad hoc CEO and Board Financial Analysis
  • Maintaining an effective system of internal accounting controls in support of SOX compliance.
  • 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.

 

Must Have:

  • Preparation and filing of Forms 8-K, 10-Q and 10-K with the SEC, which includes reviewing the consolidated financial statements and footnote disclosures and drafting the MD&A.
  • Developing new disclosures as determined by SEC requirements, or new accounting standards, as well as advising on improvements to existing disclosures.
  • Partner with investor relations on quarterly earnings releases and lead consolidated management reporting.
  • Preparation of Internal and External Financial Statements
  • Research and draft memoranda in support of accounting positions
  • Leading consolidated management reporting, including preparation of ad hoc CEO and Board Financial Analysis
  • Maintaining an effective system of internal accounting controls in support of SOX compliance.
  • 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.

 

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 Incentive
    • Tuition Reimbursement
  • Working on global projects with team members all over the world!
  • Opportunity to work with top tiered clients, global 500 companies and startups
  • Work with diverse, energetic, team members who respect each other and celebrate differences
  • The best work location with unlimited snacks!

Envestnet is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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