What are the responsibilities and job description for the Senior FP&A Analyst position at Envestnet?
Description
The application window will close Month Day, Year
Job Location
The primary work location for this role is Berwyn, PA 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
The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance. Supporting finance leaders and cross-functional partners across the organization, the team drives enterprise-wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision-making. By identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes—standing out for its ability to combine analytical rigor with strategic partnership in a fast-paced, data-driven environment.
How You’ll Contribute
The Senior FP&A Analyst is responsible for supporting monthly and quarterly financial reporting, budgeting, forecasting, variance analysis, and management reporting. The role also develops financial models, monitors key business drivers, and leads ad hoc analyses and cross-functional initiatives. Success in this position requires strong analytical and systems skills, sound business judgment, attention to detail, and the ability to communicate effectively with senior management and internal stakeholders.
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 $94,600 to $118,300. 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 Month Day, Year
Job Location
The primary work location for this role is Berwyn, PA 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
The Financial Planning & Analysis team at Envestnet plays a critical role at the intersection of strategy and execution, transforming complex financial and operational data into clear, actionable insights that guide business performance. Supporting finance leaders and cross-functional partners across the organization, the team drives enterprise-wide planning, forecasting, and reporting while building robust financial models and dashboards that inform executive decision-making. By identifying key trends, risks, and opportunities, and continuously enhancing planning and reporting processes, the team delivers meaningful impact on business outcomes—standing out for its ability to combine analytical rigor with strategic partnership in a fast-paced, data-driven environment.
How You’ll Contribute
The Senior FP&A Analyst is responsible for supporting monthly and quarterly financial reporting, budgeting, forecasting, variance analysis, and management reporting. The role also develops financial models, monitors key business drivers, and leads ad hoc analyses and cross-functional initiatives. Success in this position requires strong analytical and systems skills, sound business judgment, attention to detail, and the ability to communicate effectively with senior management and internal stakeholders.
- Support monthly, quarterly, and annual financial reporting requirements for the Operating Expenses of Envestnet’s P&L.
- Develop, maintain, and enhance financial models used for budgeting, forecasting, scenario analysis, and long-range planning.
- Analyze financial and operational results to identify trends, risks, opportunities, and drivers of performance.
- Prepare variance analysis comparing actual results to budget, forecast, prior year, and other relevant benchmarks.
- Build and deliver management reporting packages, dashboards, and presentations that support business reviews and executive decision-making.
- Extract, organize, and validate financial and operational data to ensure accuracy, consistency, and integrity across reporting and analysis.
- Partner with internal stakeholders across finance and the business to support planning activities, evaluate performance, and address ad hoc analytical needs.
- Lead projects independently and contribute to cross-functional initiatives that improve reporting, planning, and decision support processes.
- Support compliance with applicable legal, compliance, risk, business continuity, and internal control requirements within the role and department.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
- 4-6 years of relevant experience in FP&A, corporate finance, financial analysis, or a related field.
- Strong financial modeling, analytical, and problem-solving skills.
- Strong systems aptitude and data management skills, with the ability to work with large and complex data sets.
- Advanced Microsoft Excel skills required; experience with databases and financial or reporting systems preferred.
- Strong attention to detail and commitment to delivering accurate, timely, and high-quality work.
- Ability to work independently, manage multiple priorities, and collaborate effectively with cross-functional stakeholders.
- Experience with data visualization and reporting tools preferred.
- Strong written and verbal communication skills, including the ability to present analyses and insights clearly to management.
- Knowledge of capital markets or investment management is a plus.
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 $94,600 to $118,300. 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 : $94,600 - $118,300