Supervisor, Client Billing

Finance Full-Time Denver, Colorado ReqID:5058


Envestnet is seeking a passionate and talented Supervisor, Client Billing to join our Finance team.

Envestnet, Inc. (NYSE: ENV) 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:

The Supervisor, Client Billing is responsible for supporting the billing associates involved in invoicing and order management functions and serves as a critical member in the Contract-to-Cash cycle.

Job Responsibilities:

  • Understand end-to-end client billing and accounting processes and manage the workload within the team.
  • Ensure proper billing set-up and that the system configuration adheres to underlying system requirements and policy standards. Verify audit requirements are met at all times.
  • Resolve escalated billing issues from internal and external clients through research and coordination of relevant departments.
  • Identify and communicate platform issues to appropriate teams.
  • Maintain client relationships
  • Review processes for efficiency, create process and/or training documentation
  • Maintain team by coaching and counseling employees, in addition to developing personal growth opportunities.
  • Ensure company goals and objectives are being met by each employee and provide feedback through regular performance evaluations
  • Liaison with accounting for specific questions/projects regarding the GL or Journal Entries.
  • Assist in financial and SOX audits quarterly and annually.
  • Other duties as assigned

Required Qualifications:

  • 6-8 years of relevant experience, including supervisory experience
  • Bachelor’s Degree in Accounting, Finance, Business or a related field required
  • Strong research, communication and presentation skills
  • Ability to work independently and balance multiple projects/priorities
  • Experience with MS Excel required.
  • Experience in the Financial Services industry preferred.
  • Must be analytical and detail oriented.

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
    • Equity
    • 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
  • The best work locations with unlimited snacks!


The annual base salary range for this position is $70,000 to $160,000.

Envestnet is an Equal Opportunity Employer.

Open to Relocation