Envestnet · 1 week ago
Financial Systems Lead
Denver, CO
Full-time
Hybrid
Mid, Senior Level
$93K/yr - $139K/yr
5+ years expEnvestnet is a financial technology company transforming the delivery of financial advice through connected technology and advanced insights. The Financial Systems Lead will function as a financial systems analyst and leader, responsible for supporting existing applications and leading application transformation initiatives.
Financial ServicesFinTechWealth Management
Responsibilities
System Administration and support including but not limited to:
Master data maintenance to support business changes
User access
Functional and technical system configuration
Integration configuration
Integration log monitoring & failure resolution
Issue logging and resolution
Execution of system admin responsibilities in adherence with SOX controls
Functional and technical business analysis
Problem identification
Requirements gathering
Development of functional and technical specifications
Testing design
QA
Rollout strategy
Change Management and Systems Implementation
Liaison with the business users, other application teams and IT to understand initiatives, dependencies and necessary coordination
Request Logs maintenance
Provide leadership in initiatives and drive priority change request items to closure
Review/evaluate monthly & quarterly Oracle Cloud Releases
Review/evaluate quarterly Intacct Releases (until migrated to Oracle Cloud)
Coordinate testing for new releases and changes
Data conversion including ETL and data validation
Reporting
Learn & utilize the various application delivered reporting tools
Define reporting requirements
Modify/clone existing reports
Design and/or develop new reports
Controls
Design, execution and testing of application IT/Systems controls
Support for business controls
General Responsibilities including but not limited to:
Collaborates with team members and user community on resolution of more complex issues
Works as a team player within a project initiative, and able to execute assigned tasks as required for the successful progression and completion of the project
Works with outside vendors to support projects as needed
Independent learning to enhance knowledge and understanding of applications and technology
Provides status updates to management and customers
Openly shares knowledge and effectively responds to requests for information on specific issues/problems within the organization
Effectively utilizes support tracking and knowledge base systems
Makes recommendations to improve business processes and methodologies
Effectively understands and communicates Company policy and practices
Responsible for performing duties in adherence to company SOX controls and related policies
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
Qualification
Required
5-7 years functional and technical business analysis experience preferably in ERP or other financial systems
3-5 years financial systems implementation as systems analyst performing both functional and technical tasks
3-5 years data conversion experience including mapping data, ETL and validation
5-7 years of increasing responsibility in a customer-facing support and/or implementation capacity
5 years supporting and/or implementing SaaS software solutions
5 years experience with various integration methodologies for both on-prem and SaaS software
Bachelor's degree (B.A.) in Finance, Accounting, IT or related field from four-year college or university; and two to five years' related experience and/or training; or equivalent combination of education and experience
Working knowledge of SQL and database architecture
Knowledge/experience with systems architecture, data modeling and IT Best Practices
Working knowledge of accounting practices
Strong analytical, diagnostic and problem-solving skills demonstrated by the ability to define problems, collect data, establish facts, and draw valid conclusions
Demonstrated self-learning capabilities
Effectively works both as a team participant and as an individual contributor
Proven ability to take responsibility for one's role and ability to approach work with a sense of ownership
Approaches job with enthusiasm from all aspects and able to work in a fluid and fast-paced environment
Preferred
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.
1001-5000 employees
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
Chris Todd
Chief Executive Officer
Brandon Thomas
Co-Founder & Chief Information Officer
Recent News
2026-01-11
2026-01-08
Company data provided by crunchbase