What are the responsibilities and job description for the Principal Director, Finance Shared Services position at Envestnet?
Description
The application window will close June 30th, 2026
Job Location
The primary work location for this role is Denver with a hybrid and/or remote work model.
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
Envestnet’s accounting team is a critical engine behind the firm’s financial strength and transparency, delivering accurate, GAAP‑compliant reporting and supporting complex, multi‑entity operations in a dynamic environment. The team leads end‑to‑end close and reporting processes, partners closely with FP&A, treasury, and senior leadership, and supports key initiatives including audits, transformation efforts, and strategic growth activities such as M&A. With a strong focus on automation, scalability, and continuous improvement, they build efficient, future‑ready financial processes that enable better business decisions. What sets this team apart is its combination of technical expertise, innovation, and enterprise impact—offering the opportunity to shape the financial backbone of a forward‑looking fintech leader.
How You’ll Contribute
We are seeking an experienced and strategic Principal Director, Finance Shared Services to manage the firm’s accounting team with a direct reporting line to the Chief Accounting Officer/Global Controller. This role will oversee the monthly close process, support financial reporting and management reporting, audits, and ensure compliance with regulatory and internal standards. The ideal candidate will bring deep technical expertise, strong leadership capabilities, and a proactive approach to process improvement in a fast-paced environment.
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 $184,200 to $230,300. 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 30th, 2026
Job Location
The primary work location for this role is Denver with a hybrid and/or remote work model.
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
Envestnet’s accounting team is a critical engine behind the firm’s financial strength and transparency, delivering accurate, GAAP‑compliant reporting and supporting complex, multi‑entity operations in a dynamic environment. The team leads end‑to‑end close and reporting processes, partners closely with FP&A, treasury, and senior leadership, and supports key initiatives including audits, transformation efforts, and strategic growth activities such as M&A. With a strong focus on automation, scalability, and continuous improvement, they build efficient, future‑ready financial processes that enable better business decisions. What sets this team apart is its combination of technical expertise, innovation, and enterprise impact—offering the opportunity to shape the financial backbone of a forward‑looking fintech leader.
How You’ll Contribute
We are seeking an experienced and strategic Principal Director, Finance Shared Services to manage the firm’s accounting team with a direct reporting line to the Chief Accounting Officer/Global Controller. This role will oversee the monthly close process, support financial reporting and management reporting, audits, and ensure compliance with regulatory and internal standards. The ideal candidate will bring deep technical expertise, strong leadership capabilities, and a proactive approach to process improvement in a fast-paced environment.
- Lead and manage the monthly, quarterly, and annual close processes across multiple entities. Drive optimization of close processes through automation and efficiency improvements.
- Assist in preparation and review of GAAP-compliant financial statements, including consolidation and intercompany eliminations, as well as management and investor reporting.
- Support external audits, including preparation of audit schedules and resolution of audit findings.
- Build and enhance operational policies, procedures and internal control frameworks, ensuring SOX compliance.
- Manage accounting optimization initiatives aimed at simplifying processes, improving accuracy, and enhancing scalability across the accounting function.
- Drive finance transformation initiatives, including ERP upgrades and reporting automation.
- Collaborate with FP&A, treasury and senior leadership on financial analysis, reporting, and strategic initiatives, including M&A.
- Lead and mentor a team of accounting professionals, fostering the culture of excellence, innovation and continuous improvement.
- Bachelor’s degree in accounting or finance; CPA required.
- 10 years of progressive accounting experience, ideally within financial services or tech industries.
- Strong understanding of US GAAP, financial reporting, and audit processes.
- Proven leadership experience managing teams and complex close processes.
- Exceptional analytical, organizational, and communication skills.
- Oracle experience preferred.
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 $184,200 to $230,300. 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 : $184,200 - $230,300