Director, Accounting

Finance Full-Time Denver, Colorado ReqID:5986


Envestnet is seeking a passionate and talented Director, Accounting to join our Finance team. This position is expected to report to our Denver, CO 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:

The Director, Accounting oversees the day-to-day accounting over General Ledger Accounting Team including: Compensation, Accruals, Intercompany, Cash and Accounts Receivable activities within the Finance organization. Considered a subject matter expert within a specific accounting discipline and an influencer who manages professional-level teams responsible for complex accounting analysis and accurate journal entries. The director has significant impact and is responsible for providing insight and influences across the business; liaises with senior-level leadership to explain and advise on complex accounting measures. This position ensures the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes.

Job Responsibilities:

  • Prepare or review journal entries and account reconciliations on various balance sheet and income statement accounts.
  • Demonstrate a detailed understanding of U.S. GAAP; ensure the team is in compliance with approved technical accounting policies; assist with the implementation of approved new technical accounting policies. 
  • Execute and lead team to execute accurate and timely close process, ensuring all deadlines are successfully achieved.
  • Review, investigate, document, and correct errors and inconsistencies in financial entries, documents, and reports.
  • Lead, coach, and mentor a team of accountants and/or senior accountants, reviewing the teams’ work to ensure compliance with accounting policies.
  • Establish strong working relationships with all levels of the business, including senior leadership, acting as a liaison to explain complex accounting measures and gather relevant information from the respective business functions.
  • Analyze complex issues during the close process and provide recommendations to senior leadership. Identify and recommend significant close efficiencies, mapping out and implementing subsequent process changes. 
  • Review and analyze complex contracts and produce journal entries or ledger transactions that accurately reflect the analysis.
  • Perform in-depth analysis of financial statements to provide timely and accurate income statement and balance sheet variance explanations.
  • Possess an in-depth knowledge of processes occurring in the field and proactively recommends potential changes to policy and/or processes.
  • Partner in the development of and adherence to SOX and substantive audit documentation requirements. Assist with the management of quarterly and annual Financial and SOX audit.
  • Assist with the management of the team to ensure close activities are on schedule.
  • Lead various special projects and ad-hoc requests as needed or assigned.
  • 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: 

  • Bachelor’s degree in Accounting or Finance required, CPA required. 
  • 10+ years of accounting experience required; public accounting experience with Big 4 or large regional firm.
  • Excellent organization, accuracy, and attention to detail.
  • Demonstrated leadership and vision in managing staff groups and major projects or initiatives; proven ability to advise and influence senior leaders.
  • Excellent interpersonal skills and a collaborative management style.
  • Advanced application technical and operational knowledge of U.S. GAAP.
  • Knowledgeable regarding SOX and interactions with external auditors.
  • Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
  • Demonstrated initiative, works well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
  • Strong skills with Microsoft Office software tools.

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.


The annual base salary range for this position is $105,000 to $155,000. 

Envestnet is an Equal Opportunity Employer.

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