Senior Analyst - TBM

Finance $job.jobTypeName Trivandrum, Kerala ReqID:5894


Envestnet is seeking a passionate and talented Technology Business Management Analyst (TBM Analyst) to join our Enterprise Services 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 Responsibilities:     

  • Provide weekly progress reports to the business regarding timesheet compliance.
  • Extract time log reports from Power BI, collect certifications of time from senior leadership and deliver to accounting for month end financials.
  • Assist managing activities in suspense to drive them to closure.
  • Routinely review projects and determine if they meet the criteria for capitalization.
  • Participate in routine SOX audits related to IDS.
  • Process requests from engineering to update time tracking groups in Jira.
  • Manage and contribute to projects both on-going and recurring as needed, in an effective and efficient manner.


Required Qualifications:      

  • Bachelor’s degree or equivalent with concentrations in Business or Accounting.
  • 3 years of experience working with accounting/finance auditing, SOX Compliance, or similar work.
  • Understanding of financial and accounting processes.
  • Experience working in a technology related field ideal.
  • Excellent verbal and written communication skills with the ability to interact effectively with all levels of management.
  • Excellent knowledge in Microsoft Excel and reports.
  • Demonstrated problem-solving abilities with customer service orientation.
  • Self-starter and flexible team player


Preferred Qualifications:       

  • Familiarity with Jira and/or Agile Methodologies desirable.
  • Experience in handling IDS (Internally Developed Software) capitalization process is 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.