What are the responsibilities and job description for the Financial Reporting Director position at Envestnet?
Description
The application window will close June 30, 2026
Job Location
The primary work location for this role is Remote within the continental U.S.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The Financial Reporting team at Envestnet sits at the core of the company’s financial integrity and transparency, leading critical processes that power external reporting, investor reporting and internal decision-making. From preparing and overseeing consolidated financial statements to supporting executive and Board-level reporting, the team ensures accuracy, clarity, and confidence in how financial performance is communicated across the business and to the market.
Beyond reporting, the team operates as a strategic partner across Finance, Legal, Investor Relations, and the broader organization—shaping business narratives, strengthening internal controls, and driving continuous improvement through automation and process transformation. With a strong focus on governance, innovation, and cross-functional collaboration, Financial Reporting team plays a pivotal role in enabling Envestnet to scale, adapt, and deliver on its mission in an increasingly complex and regulated fintech landscape.
How You’ll Contribute
The Financial Reporting Director provides strategic and operational leadership for the company’s external and internal financial reporting activities. This role is accountable for the integrity, accuracy, and timeliness of all SEC filings and management reporting, while also serving as a key advisor to senior finance leadership on disclosure strategy, complex accounting matters, and reporting governance.
Building on the foundation of the Financial Reporting Analyst role, the Director owns end‑to‑end reporting outcomes, leads and develops a team, drives continuous improvement in reporting processes and controls, and partners cross‑functionally to ensure compliance with U.S. GAAP, SEC regulations, and SOX requirements.
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
This role offers a base salary range of $129,000 to $161,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
The application window will close June 30, 2026
Job Location
The primary work location for this role is Remote within the continental U.S.
About Envestnet
Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.
For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com.
The Team You’ll Join
The Financial Reporting team at Envestnet sits at the core of the company’s financial integrity and transparency, leading critical processes that power external reporting, investor reporting and internal decision-making. From preparing and overseeing consolidated financial statements to supporting executive and Board-level reporting, the team ensures accuracy, clarity, and confidence in how financial performance is communicated across the business and to the market.
Beyond reporting, the team operates as a strategic partner across Finance, Legal, Investor Relations, and the broader organization—shaping business narratives, strengthening internal controls, and driving continuous improvement through automation and process transformation. With a strong focus on governance, innovation, and cross-functional collaboration, Financial Reporting team plays a pivotal role in enabling Envestnet to scale, adapt, and deliver on its mission in an increasingly complex and regulated fintech landscape.
How You’ll Contribute
The Financial Reporting Director provides strategic and operational leadership for the company’s external and internal financial reporting activities. This role is accountable for the integrity, accuracy, and timeliness of all SEC filings and management reporting, while also serving as a key advisor to senior finance leadership on disclosure strategy, complex accounting matters, and reporting governance.
Building on the foundation of the Financial Reporting Analyst role, the Director owns end‑to‑end reporting outcomes, leads and develops a team, drives continuous improvement in reporting processes and controls, and partners cross‑functionally to ensure compliance with U.S. GAAP, SEC regulations, and SOX requirements.
- Lead the preparation, review, and filing of all SEC reports, including Forms 10‑K, 10‑Q, and 8‑K, ensuring technical accuracy, completeness, and clear disclosures.
- Oversee consolidated financial statements, footnotes, and MD&A, exercising professional judgment on complex accounting and disclosure matters.
- Monitor and interpret new accounting standards, SEC rules, and disclosure requirements; assess impact and lead implementation efforts
- Serve as a primary liaison with external auditors, regulators, and internal legal partners on reporting and compliance matters.
- Own consolidated management reporting, including executive, Board, and ad‑hoc reporting packages used for strategic decision‑making.
- Partner with FP&A and senior finance leaders to ensure alignment between external reporting, internal performance metrics, and business narratives.
- Review and challenge data integrity, trends, and key drivers underlying reported results.
- Act as a trusted advisor to finance leadership on reporting risks, issues, and improvement opportunities.
- Identify inefficiencies, redundancies, and risks in reporting processes; drive automation, standardization, and continuous improvement initiatives.
- Support enterprise initiatives such as system implementations, business combinations, or structural changes from a reporting and disclosure perspective.
- 8 years of experience in a national public accounting firm or corporate accounting department with SEC reporting responsibilities (10-K and 10-Q preparation and filing experience preferred).
- Bachelor’s degree in Accounting or Finance (CPA strongly preferred).
- Progressive experience in financial reporting, SEC reporting, or technical accounting, including leadership responsibility.
- Deep knowledge of U.S. GAAP, SEC reporting requirements, and SOX controls.
- Experience managing external audits and complex reporting timelines.
- Strong leadership, communication, and stakeholder‑management skills.
- Big 4 public accounting experience.
- Experience supporting a public company or large, complex organization.
- Demonstrated success leading process improvement or reporting transformation initiatives.
Help shape the future of WealthTech. At Envestnet you’ll gain hands-on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.
We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.
The opportunity is now!
Sponsorship
This position is not open to candidates requiring visa sponsorship
Our Investment in You
This role offers a base salary range of $129,000 to $161,000. The range listed represents a good-faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.
We provide a comprehensive suite of benefits - subject to Envestnet’s plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
Salary : $129,000 - $161,000