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Envestnet is seeking a passionate and talented Senior FP&A Analyst to join our Finance team. This position is expected to report to our Berwyn, PA office on a hybrid basis.
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 Wealth Finance organization is looking for a Senior FP&A Analyst to join their team. This role will contribute towards Envestnet’ mission by supporting and providing financial insights to the Wealth management team so they can deliver their strategy & financial objectives. Financial Planning & Analysis will be the main responsibilities of the position and thus we are looking for an individual with strong analytical, financial & business partnering skills.
This individual provides analytical, reporting and decision support to the finance team and key members of senior management for the Wealth Solutions business unit. This critical role is responsible for supporting the company’s monthly sales and financial reporting needs, as well as the forecasting and budgeting processes. This individual serves as a key resource for periodic management reporting and ad hoc business analysis. This role requires strong systems knowledge and data management capabilities, as well as excellent attention to detail.
Job Responsibilities:
Required Qualifications:
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:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-AQ1
Full Time
Insurance
$85k-105k (estimate)
04/05/2024
06/04/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
WebbMason Analytics is now part of Envestnet, https://www.envestnet.com/ WebbMason Analytics specializes in accelerating analytics transformation of Fortune 2000 organizations from strategy to activation. Unlike many management consultancies, WMA is expertly equipped to design, deliver and implement complete solutions. Our team has deployed big data analytics platforms that source data from hundreds of systems. Our tight-knit, multidisciplinary team includes analytics consultants, analysts, architects, data engineers and scientists. It is our mission to help established enterprises embed advan...ced analytics into the hearts of their organizations. Whether we are implementing the latest technologies or data science models, our approach is transparent and aimed at helping, educating and motivating our stakeholders in the c-suite, the analytics department, the IT department and other business units. AWS Advanced Consulting Partner We are an Amazon Web Services (AWS) Advanced Consulting Partner with the experience to design, architect, build, migrate and manage workloads and applications on AWS. Weve been implementing AWS as the foundational technology for analytics platforms since 2010. Our team has built AWS-anchored platforms in retail, health care, transportation and other business areas to help transition legacy enterprises from traditional business practices to making decisions from insights based on hard data and advanced analytics. Solutions & Services: - Agile Analytics Development Lifecycle - Analytics Platform Development - Data Engineering & Data Science - Strategic Talent Planning & Management - Data and Analytics Governance - Framework for measuring ROI - Training: Technical, Process & Methodologies - Analytics Organization Strategy
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The job skills required for Senior FP&A Analyst include Analysis, Accounting, Budgeting, Insight, Financial Services, Financial Reporting, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior FP&A Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior FP&A Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior FP&A Analyst positions, which can be used as a reference in future career path planning. As a Senior FP&A Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior FP&A Analyst. You can explore the career advancement for a Senior FP&A Analyst below and select your interested title to get hiring information.