Description
Envestnet is seeking a Financial Systems Lead 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 :
This role functions as an essential financial systems analyst and leader combining deep functional and business understanding across a portfolio of standard corporate systems with extensive technical acumen. The successful candidate brings with them a wealth of cross technical / functional experience in analysis, problem resolution, implementation, support and project leadership roles involving financial systems. Reporting to the VP of Financial Systems, the position has responsibility for supporting the existing applications environment as well as being a key element in the application transformation initiatives currently underway at Envestnet.
Job Responsibilities :
System Administration and support including but not limited to :Master data maintenance to support business changes
User accessFunctional and technical system configurationIntegration configurationIntegration log monitoring & failure resolutionIssue logging and resolutionExecution of system admin responsibilities in adherence with SOX controlsFunctional and technical business analysisProblem identification
Requirements gatheringDevelopment of functional and technical specificationsTesting designQARollout strategyChange Management and Systems ImplementationLiaison with the business users, other application teams and IT to understand initiatives, dependencies and necessary coordination
Request Logs maintenanceProvide leadership in initiatives and drive priority change request items to closureReview / evaluate monthly & quarterly Oracle Cloud ReleasesReview / evaluate quarterly Intacct Releases (until migrated to Oracle Cloud)Coordinate testing for new releases and changesData conversion including ETL and data validationReportingLearn & utilize the various application delivered reporting tools
Define reporting requirementsModify / clone existing reportsDesign and / or develop new reportsControlsDesign, execution and testing of application IT / Systems controls
Support for business controlsGeneral 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 projectWorks with outside vendors to support projects as neededIndependent learning to enhance knowledge and understanding of applications and technologyProvides status updates to management and customersOpenly shares knowledge and effectively responds to requests for information on specific issues / problems within the organizationEffectively utilizes support tracking and knowledge base systemsMakes recommendations to improve business processes and methodologiesEffectively understands and communicates Company policy and practicesResponsible for performing duties in adherence to company SOX controls and related policiesAdherence 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 :
5-7 years functional and technical business analysis experience preferably in ERP or other financial systems3-5 years financial systems implementation as systems analyst performing both functional and technical tasks3-5 years data conversion experience including mapping data, ETL and validation5-7 years of increasing responsibility in a customer-facing support and / or implementation capacity5 years supporting and / or implementing SaaS software solutions5 years experience with various integration methodologies for both on-prem and SaaS softwareBachelor’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 experienceWorking knowledge of SQL and database architectureKnowledge / experience with systems architecture, data modeling and IT Best PracticesWorking knowledge of accounting practicesStrong analytical, diagnostic and problem-solving skills demonstrated by the ability to define problems, collect data, establish facts, and draw valid conclusionsDemonstrated self-learning capabilitiesEffectively works both as a team participant and as an individual contributorProven ability to take responsibility for one’s role and ability to approach work with a sense of ownershipApproaches job with enthusiasm from all aspects and able to work in a fluid and fast-paced environmentPreferred Qualifications :
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 platformsProject Management / Agile project deliveryEnvestnet :
Be a member of an innovative and industry leading financial technology and solutions companyCompetitive Compensation / Total Reward Packages that include :Health Benefits (Health / Dental / Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)401K – Company MatchAnnual Bonus IncentivesParental StipendTuition ReimbursementStudent Debt ProgramCharitable MatchWellness ProgramEnvestnet is an Equal Opportunity Employer.
Salary :
The annual base salary range for this position is $93,000 to $139,000.
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