Principal Director, FP&A

Description

Envestnet is seeking a Principal Director, Financial Planning & Analysis to join our Finance department. This is a hybrid role, with in-office work required at our Berwyn, PA office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  
  

For more information, please visit www.envestnet.com.

Job Summary

The Principal Director of FP&A reports directly to the Head of FP&A and plays a pivotal role in shaping and executing the company’s financial strategy. This leadership position is responsible for overseeing financial planning, budgeting, forecasting, and analytics that support strategic decision-making and drive business performance.

This is a hands-on role requiring a proactive, motivated, results-oriented individual who thrives in a dynamic environment and is comfortable rolling up their sleeves to work alongside the team. The ideal candidate will bring a strong analytical mindset, strategic vision, and a collaborative approach to problem-solving.

Job Responsibilities

• Planning
• Lead both the short- and long-term integrated planning process for the Wealth business segment to create meaningful financial plans that guide the organization and drive for the achievement of financial and operational objectives
• Lead the annual and quarterly budgeting process, ensuring accuracy and alignment with organizational goals
• Leverage financial expertise and robust business acumen to provide comprehensive decision support
• Reporting & Analysis
• Provide internal reporting and analysis of key operating metrics and financial results monthly
• Provide insightful financial analysis to support strategic initiatives and operational decisions
• Present findings and recommendations to the executive team and other stakeholders
• Create actionable management reporting to drive a deep understanding of financial and operational performance
• Conduct profitability analysis of customers, business lines, and new business opportunities
• Execute insightful scenario planning and sensitivity analytics
• Process Improvement
• Act as both a visionary and a source of execution for the continued transformation of the FP&A Function
• Identify opportunities for process improvement within the FP&A function, implementing best practices to enhance efficiency and effectiveness
• Constantly identify new ways to align data with business knowledge and deliver new value
• Actively identify ways to eliminate non-value work and leverage automation whenever possible
• Innovate in the area of business analytics, to identify and execute new models that can deliver true business insight
• Team Management & Cross Collaboration
• Build and lead a high-performing FP&A team, providing mentorship and guidance, fostering a results-driven culture within the finance department
• Mentor and develop FP&A team members, fostering a culture of excellence and accountability
• Serve as liaison to Accounting to ensure business unit activities are properly accounted for, particularly revenue recognition
• Partner with cross-functional teams to align financial goals with business objectives
• 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

• Proven experience in financial planning and analysis, preferably in a leadership role
• Advanced degree, preferably an MBA or equivalent preferred, CPA desirable
• 10 years of progressive finance experience
• Strong financial management skills, excellent planning, budgeting, and analytical capabilities
• Excellent problem-solving skills: ability to identify and resolve problems in a timely manner
• Strong interpersonal and communication skills, both written and oral
• Ability to synthesize complex or diverse information
• Experience in change management
• Industry experience preferred – financial technology, wealth management, financial services
  
  

Envestnet

• Be a member of an innovative and industry leading financial technology and solutions 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
  

Envestnet is an Equal Opportunity Employer.