Financial Systems Analyst II

Description

Envestnet is seeking a Financial Systems Analyst II to join our Finance department. This is a hybrid role, with in-office work required at our Denver, CO office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:

As a Financial Systems Analyst II at Envestnet, you will optimize and maintain Oracle Fusion ERP and EPM modules supporting part of the full financial lifecycle: Record to Report (R2R), Source to Pay (S2P), Contract to Cash (C2C), and Consolidation & Reconciliation or specializing in planning, budgeting, forecasting, and data governance for FP&A teams. You will configure, troubleshoot, and enhance modules for general ledger, procurement, accounts payable, supplier management, order management, subscriptions, receivables, collections, travel & expense, financial close, consolidation, and reconciliation. This role requires technical proficiency in Oracle Fusion ERP/EPM, a strong understanding of financial accounting processes, and collaboration with cross-functional teams to align ERP/EPM solutions with Envestnet’s wealth management operations.

Job Responsibilities:

• Process Support: 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).
  
• System Configuration & Enhancement: 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.
  
• Troubleshooting & Issue Resolution: Investigate and resolve issues across R2R, S2P, C2C, consolidation/reconciliation processes and/or planning, reporting (financial and management), minimizing disruptions to financial operations.
  
• User Support & Training: 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.
  
• Integration Assistance: 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.
  
• Process Improvement: Analyze financial processes to identify inefficiencies, recommend enhancements, and support testing for system upgrades or new features.
  
• Reporting & Analytics: 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.
  
• Compliance & Controls: Ensure configurations comply with financial regulations (GAAP, SOX, SEC) and perform assigned control activities including detailed documentation for audits and knowledge sharing.
  
• Documentation: Issue and resolution logging, compilation of both system and related business process documentation, training materials, requirements, specifications and testing.
  
• Periodic vendor patch releases: analyze changes, evaluate new features, execute patch testing
  
• Project Participation: Contribute to ERP/EPM-related projects, including implementations, migrations, or optimizations focused on R2R, S2P, C2C, and consolidation/reconciliation cycles.
  
• 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.
  

Required Qualifications:

• 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 Qualifications:

• 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
  

Envestnet:

• Be a member of an innovative and industry leading financial technology and solutions company
  
• Competitive Compensation/Total Reward Packages that include:
  
  • 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
    

Envestnet is an Equal Opportunity Employer

Salary:

The annual base salary range for this position is $71,000 to $107,000.

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