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Envestnet is seeking a passionate and talented Financial Analyst II to join our Finance team. This position is expected to report to our Berwyn, PA office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
Envestnet is seeking a Financial Analyst II to join the Financial Planning & Analysis (FP&A) team within the Wealth Solutions & Corporate segments. The FP&A team contributes towards Envestnet’s mission by supporting and providing financial insights to the management team so they can deliver on Company objectives. The team coordinates and manages all financial processes in the areas of planning, forecasting and quarterly business reviews partnering closely with internal stakeholders.
The Financial Analyst II is responsible for partnering with functional leaders across the organization to support our rapidly growing organization. This key contributor will own the budgeting and forecasting of operating expenses across the Wealth & Corporate Segment. The ideal candidate will have a strong analytical mindset, confidence to work cross functionally, understand and communicate complex concepts, drive change, and produce tangible results. We are looking for an individual who is a fast learner, hardworking, organized, detail-oriented, and thrives in a fast-paced, collaborative environment.
Job Responsibilities:
Required Qualifications:
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
#LI-AQ1
Full Time
Insurance
$76k-95k (estimate)
04/04/2024
08/04/2024
envestnet.com
CHICAGO, IL
3,000 - 7,500
2015
BABU SLVADASAN
$500M - $1B
Insurance
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The job skills required for Financial Analyst II include Analysis, Accounting, Budgeting, Initiative, Variance Analysis, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst II. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst II. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst II positions, which can be used as a reference in future career path planning. As a Financial Analyst II, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst II. You can explore the career advancement for a Financial Analyst II below and select your interested title to get hiring information.