What are the responsibilities and job description for the Senior Accountant position at Envestnet?
Description
The application window will close June 30th, 2026.
Job Location
The primary work location for this role is Denver, CO with a hybrid 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
You’ll join a high-impact Corporate Accounting team that plays a critical role in ensuring the accuracy and integrity of the company’s financial results. The team is responsible for core close processes, including general ledger management, account reconciliations, and SOX-compliant controls, while also partnering closely with FP&A and business leaders across the organization. Our work directly supports executive decision-making and financial reporting for a business serving financial advisors and institutions.
What sets this team apart is our focus on continuous improvement, automation, and thoughtful problem-solving in a fast-paced environment.
How You’ll Contribute
We are looking for a motivated Senior Accountant to assist with the day-to-day GL accounting over US entity activities within the Finance organization. This position is essential to ensuring the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes. This is a great position for those who want to grow their accounting career and thrive 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 $82,000 to $102,000. 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 30th, 2026.
Job Location
The primary work location for this role is Denver, CO with a hybrid 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
You’ll join a high-impact Corporate Accounting team that plays a critical role in ensuring the accuracy and integrity of the company’s financial results. The team is responsible for core close processes, including general ledger management, account reconciliations, and SOX-compliant controls, while also partnering closely with FP&A and business leaders across the organization. Our work directly supports executive decision-making and financial reporting for a business serving financial advisors and institutions.
What sets this team apart is our focus on continuous improvement, automation, and thoughtful problem-solving in a fast-paced environment.
How You’ll Contribute
We are looking for a motivated Senior Accountant to assist with the day-to-day GL accounting over US entity activities within the Finance organization. This position is essential to ensuring the highest level of financial reporting accuracy through the maintenance of internal systems and adherence to financial reporting processes. This is a great position for those who want to grow their accounting career and thrive in a fast-paced environment.
- Prepare accrual journal entries and reclasses for operating expenses.
- Prepare account reconciliations for month-end closing.
- Perform fluctuation analyses and apply judgement to identify unusual trends that need to be further investigated.
- Coordinate with internal department heads and business partners regarding accounting matters to enable accurate financial statements.
- Proactively identify issues and areas for improvement while helping to establish and maintain policies and procedures.
- Collaborate and update the team to ensure close activities are on schedule.
- Assist with the preparation or review of SOX and substantive audit support as requested by the internal and external audit teams.
- Answer accounting and financial questions by researching and interpreting accounting guidance and financial information.
- Assist in ad hoc projects in relation to month-end, quarter-end, or year-end processes and procedures
- 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.
- Bachelor’s degree in Accounting or Finance required.
- 3 years of accounting experience.
- Technical and operational knowledge of U.S. GAAP.
- Knowledgeable regarding SOX and interactions with external auditors.
- Ability to work independently with minimal guidance to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
- Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
- Ability to assess unusual circumstances and complex problems and use analytical and problem-solving techniques to identify cause(s) and recommend solutions.
- Have a high degree of organization, accuracy and attention to detail.
- Excellent interpersonal skills and a collaborative management style.
- Strong skills with Microsoft Office software tools, excellent technology, analytical, and communication skills with emphasis on professional business writing skills.
- Public accounting experience is preferred
- CPA 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 $82,000 to $102,000. 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 : $82,000 - $102,000