Envestnet · 4 hours ago
Financial Systems Analyst II
Envestnet is a financial technology company transforming the delivery of financial advice through connected technology and insights. The Financial Systems Analyst II will optimize and maintain Oracle Fusion ERP and EPM modules, supporting various financial processes and collaborating with cross-functional teams to enhance ERP/EPM solutions.
Financial ServicesFinTechWealth Management
Responsibilities
Configure and maintain Oracle Fusion ERP modules for R2R (General Ledger, Fixed Assets, Cash Management), S2P (Procurement, AP, Supplier Management), C2C (Order Management, Receivables, Collections, Revenue Management, Subscription Management), EPM modules for Consolidation & Reconciliation (FCCCS, ARCS), or scenario modeling and data management for FP&A teams (EPBCS, MDM)
Perform routine configurations, customizations, and updates to workflows, ensuring alignment with business requirements and best practices for ledger accounting, procurement, payment, billing, revenue recognition, and financial close
Investigate and resolve issues across R2R, S2P, C2C, consolidation/reconciliation processes and/or planning, reporting (financial and management), minimizing disruptions to financial operations
Provide day-to-day support and training to finance, FP&A, procurement, and operations teams on ERP/EPM functionalities, promoting efficient use of Oracle Fusion systems
Collaborate with integration teams to ensure seamless data flows between Oracle Fusion ERP/EPM modules and other systems, including client-facing platforms and third-party tools
Analyze financial processes to identify inefficiencies, recommend enhancements, and support testing for system upgrades or new features
Develop and maintain reports, dashboards, and queries using Oracle Fusion ERP/EPM tools (OTBI, Smart View, BI Publisher, Financial Reporting Center, Reports (EPM)) to provide insights into metrics such as supplier performance, payment cycles, DSO, cash conversion, consolidation, and reconciliation
Ensure configurations comply with financial regulations (GAAP, SOX, SEC) and perform assigned control activities including detailed documentation for audits and knowledge sharing
Issue and resolution logging, compilation of both system and related business process documentation, training materials, requirements, specifications and testing
Analyze changes, evaluate new features, execute patch testing as part of periodic vendor patch releases
Contribute to ERP/EPM-related projects, including implementations, migrations, or optimizations focused on R2R, S2P, C2C, and consolidation/reconciliation cycles
Understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk
Qualification
Required
3+ years of experience working with Oracle Fusion ERP/EPM or similar systems, with at least 1-2 years focused on R2R, S2P, C2C, and/or consolidation,reconciliation processes, planning
Proficiency in Oracle Fusion ERP modules (GL, Procurement, AP, Order Management, Receivables, Revenue Management, Subscriptions, Collections, Supplier Management) and EPM modules (FCCCS, ARCS, EPBCS)
Familiarity with Oracle Transactional Business Intelligence (OTBI), BI Publisher, Smart View, Financial Reporting Center, Reports (EPM), SQL, and integration methods (REST APIs, Oracle Integration Cloud)
Strong ability to communicate technical details to non-technical stakeholders and collaborate with finance, procurement, other business and IT teams
Bachelor's degree in Finance, Accounting, Supply Chain Management, Information Systems, or a related field
Working knowledge of accounting practices
Preferred certifications: Oracle Fusion Financials Cloud, Oracle Procurement Cloud, Oracle EPM Cloud (FCCCS, ARCS, EPBCS)
Preferred
Experience in financial services and technology or wealth management
Prior systems analyst responsibilities for a Tier-1 ERP (Oracle Cloud Fusion, Oracle eBusiness, SAP, PeopleSoft)
Certifications/training in cloud technology, Microsoft O365 tools, modern development platforms
Project Management/Agile project delivery
Benefits
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
Company
Envestnet
Envestnet provides integrated technology, intelligent data, and wealth solutions to registered investment advisors, banks, and dealers.
H1B Sponsorship
Envestnet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (38)
2023 (29)
2022 (40)
2021 (49)
2020 (27)
Funding
Current Stage
Public CompanyTotal Funding
$1.42BKey Investors
Impactive CapitalBlackRockKeystone Capital
2024-07-11Acquired
2022-11-15Post Ipo Debt· $575M
2022-03-31Post Ipo Equity· $289.4M
Leadership Team
Recent News
2025-12-19
Venture Capital Journal
2025-12-15
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