Head, Corporate Finance and Treasury

Finance Full-Time Berwyn, Pennsylvania ReqID:5745


Envestnet is seeking a passionate and talented Head, Corporate Finance and Treasury 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 Summary:   


Head, Corporate Finance and Treasury plays a pivotal role in managing the company's corporate finance, treasury, and procurement functions. This person will play a significant part in shaping the company’s financial strategy, managing financial risks, optimizing capital structure and oversight for financial planning and resource allocation. 


Responsibility for managing the company’s banking relationships, monitoring interest rates and credit risks, and participating in crucial decision-making processes such as mergers, acquisitions, and capital structure management. Additionally, this role is key to adhering to regulatory compliance, presenting financial strategies to the Board of Directors, and implementing governance processes.  


Expertise in financial markets, treasury operations, and regulatory requirements is vital in maintaining the company's financial stability and supporting its strategic initiatives in the public domain. The Head, Corporate Treasury is responsible for providing appropriate funding to support all firmwide activity with the most effective capital structure.  


Job Responsibilities:  

  • Cash and Liquidity Management:
    • Develop and execute cash management strategies to optimize liquidity.
    • Monitor daily cash positions, forecasting, and fund allocation.
    • Ensure efficient management of the company's cash and short-term investments.
    • Design and deploy databases and data pipelines to support analytics projects
  • Debt and Capital Structure:
    • Manage the company's debt portfolio, including issuance and repayment.
    • Evaluate and optimize the capital structure to minimize borrowing costs and assess availability and relative costs.
    • Work with financial institutions to secure favorable lending terms.
  • Risk Management:
    • Identify and assess financial risks, such as interest rate, currency, and credit risks.
    • Develop and implement risk mitigation strategies and hedging programs.
    • Stay up-to-date with financial regulations and compliance requirements.
  • Investment Management:
    • Manage and invest the company's excess funds in accordance with the investment policy.
    • Evaluate investment opportunities, assessing risk and return.
    • Monitor the performance of investment portfolios.
  • Banking Relationships:
    • Build and maintain strong relationships with banks and financial institutions.
    • Negotiate banking services, fees, and credit facilities.
    • Ensure efficient processing of payments and receipts.
  • Financial Reporting:
    • Prepare and present regular reports on cash flow, debt, and investment activities to senior management and the Board of Directors.
    • Assist in the preparation of financial statements and disclosures related to treasury activities for regulatory purposes.
    • Partner with the FP&A team to develop strong analytics and prepare for reporting.
  • Capital Management:
    • Optimize the company's capital structure by managing debt and equity financing to support business growth.
    • Oversee debt issuance, refinancing, and the negotiation of credit agreements.
  • Mergers and Acquisitions (M&A):
    • Conduct valuation analysis for mergers, acquisitions, and strategic investments.
    • Support due diligence and provide ongoing performance reporting.
  • Strategic Sourcing and Procurement:
    • Support due diligence and provide ongoing performance reporting.
    • Support established team as it implements a comprehensive sourcing strategy including supplier management, cost optimization, and contract negotiation.
    • Support implementation of a technology infrastructure underlying governance, risk management, compliance and reporting and analysis
    • Build and mentor team to ensure it achieves its objectives across the company in change management and savings targets.
  • Compliance and Governance:
    • Ensure compliance with all relevant financial regulations and industry standards.
    • Collaborate with legal and compliance teams to support corporate governance.
    • Ensure process and procedures are in alignment with requirements and are appropriately documented for SOX purposes.
  • Financial Strategy and Planning:
    • Develop and execute the company's financial strategy, aligning it with the overall business objectives.
    • Support the annual budgeting and forecasting process, providing key insights and recommendations.
  • Financial Reporting:
    • Ensure the accuracy and integrity of financial statements and reports.
    • Coordinate with accounting and reporting teams to comply with regulatory requirements and best practices.
  • Team Leadership:
    • Lead, mentor, and develop a high-performing team.
    • Foster a culture of collaboration and continuous improvement.
  • Collaboration:
    • Collaborate with various departments, including finance, accounting, tax and legal, to support overall financial strategies and business objectives.
    • Work with cross-functional teams on special projects and initiatives including M&A, investments and joint ventures.
  • Board Meetings Participation:
    • Participate in quarterly Board of Directors meetings (as requested by CFO).
    • Prepare and deliver presentations, providing comprehensive reports on treasury activities and financial strategies.
    • Be able to independently interact with audit committee and firm leadership as requested
  • 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 finance, business, or related field (MBA or CFA preferred).
  • Extensive experience in treasury management, financial planning, and risk management in a corporate setting in a public company with a proven track record of leadership and strategic decision making.
  • Strong knowledge of financial markets, banking operations, and regulatory compliance.
  • Excellent financial modelling, analytical, communication, and presentation skills.
  • Ability to work effectively in a team and lead cross-functional initiatives.
  • Experience in a public company context and familiarity with corporate governance practices.

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).