Envestnet · 7 hours ago
Accountant I
Envestnet is transforming the way financial advice is delivered through its connected technology and asset management solutions. The Accountant I will play an integral part in the day-to-day billing, collection, and revenue accounting, ensuring financial reporting accuracy and collaborating with technical teams.
Financial ServicesFinTechWealth Management
Responsibilities
Conduct appropriate research to identify and solve for reconciling items with further analysis and/or corrective action
Collaborate with technical teams to map new products and configurations into the GL, ensuring financial integrity and reporting accuracy
Complete month end close responsibilities including: preparing journal entries, reviewing system generated journal entries and ledger interfaces, prepare reconciliations, resolve reconciliation issues, and resolve accounting issues
Work with cross functional teams to maintain an understanding of the company’s products and programs (new and existing) and their impact on the downstream Finance processes
Establish effective relationships within functional area and partner with cross-departmental peers and business units to effectively accomplish tasks
Complete tasks timely, escalate any delays to avoid negatively impacting team performance; complete assigned special projects in a timely and accurate manner. Document processes effectively
Provide senior accountants and manager with important updates on a consistent basis and escalate complex items to manager
Understand and readily support Envestnet’s established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk
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
Bachelor's Degree in Accounting or Finance required
Understanding of accounting principles
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Detail oriented with strong time management, organizational, and adaptability skills
Ability to work collaboratively in a team environment
Proficient in accounting software
Proficient in Excel and Microsoft Office software tools
Preferred
1-2 years of accounting experience
Previous experience working in a high growth, public company environment preferred
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 (15)
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
Company data provided by crunchbase