Envestnet · 21 hours ago
Principal Director, FP&A
Berwyn, PA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expEnvestnet is a financial technology and solutions company transforming the way financial advice is delivered. The Principal Director of FP&A will oversee financial planning, budgeting, forecasting, and analytics to support strategic decision-making and drive business performance.
Financial ServicesFinTechWealth Management
Responsibilities
Lead both the short- and long-term integrated planning process for the Wealth business segment to create meaningful financial plans that guide the organization and drive for the achievement of financial and operational objectives
Lead the annual and quarterly budgeting process, ensuring accuracy and alignment with organizational goals
Leverage financial expertise and robust business acumen to provide comprehensive decision support
Provide internal reporting and analysis of key operating metrics and financial results monthly
Provide insightful financial analysis to support strategic initiatives and operational decisions
Present findings and recommendations to the executive team and other stakeholders
Create actionable management reporting to drive a deep understanding of financial and operational performance
Conduct profitability analysis of customers, business lines, and new business opportunities
Execute insightful scenario planning and sensitivity analytics
Act as both a visionary and a source of execution for the continued transformation of the FP&A Function
Identify opportunities for process improvement within the FP&A function, implementing best practices to enhance efficiency and effectiveness
Constantly identify new ways to align data with business knowledge and deliver new value
Actively identify ways to eliminate non-value work and leverage automation whenever possible
Innovate in the area of business analytics, to identify and execute new models that can deliver true business insight
Build and lead a high-performing FP&A team, providing mentorship and guidance, fostering a results-driven culture within the finance department
Mentor and develop FP&A team members, fostering a culture of excellence and accountability
Serve as liaison to Accounting to ensure business unit activities are properly accounted for, particularly revenue recognition
Partner with cross-functional teams to align financial goals with business objectives
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
Proven experience in financial planning and analysis, preferably in a leadership role
Advanced degree, preferably an MBA or equivalent preferred, CPA desirable
10+ years of progressive finance experience
Strong financial management skills, excellent planning, budgeting, and analytical capabilities
Excellent problem-solving skills: ability to identify and resolve problems in a timely manner
Strong interpersonal and communication skills, both written and oral
Ability to synthesize complex or diverse information
Experience in change management
Preferred
Industry experience preferred – financial technology, wealth management, financial services
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
2025-12-19
Venture Capital Journal
2025-12-15
Company data provided by crunchbase