Financial Analyst II

Finance Full-Time Berwyn, Pennsylvania ReqID:5901


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 Responsibilities: 

  • Extracting and structuring operational and financial data to ensure data integrity and facilitate effective analysis and reporting
  • Building models to facilitate data compilation, analysis and decision-making
  • Analyzing data, identifying issues and opportunities, and proactively resolving problems encountered
  • Support the business unit’s monthly financial reporting needs
  • Conduct in-depth variance analysis of the company’s sales and financial performance on a monthly, quarterly and annual basis relative to plan, forecast and prior year
  • Provide analysis supporting monthly business review reporting package
  • Develop financial models to support forecasting and budgeting plan processes
  • Provide necessary data to facilitate quarterly sales incentive process
  • Other duties as 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: 

  • 2-5 years of relevant experience
  • Bachelor’s Degree required, with an accounting or finance emphasis preferred
  • Knowledge of capital markets or investment management a plus
  • Superior attention to detail
  • Strong analytic modeling skills
  • Strong systems and data management skills
  • Expert knowledge of MS Excel or other database skills a plus
  • Proficiency/Advanced knowledge in dashboarding tools (Power BI)
  • Ability to execute in a dynamic and demanding environment by demonstrating organizational, problem-solving, analytical, project management and prioritization skills
  • Ability to work independently and balance multiple projects/priorities
  • Demonstrated initiative, innovative, and self-motivated with a great sense of urgency and follow-through

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).