Accountant II

Envestnet is seeking an Accountant II to join our Yodlee department. This is a hybrid role, with in-office work required at our Raleigh, NC 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: 

• Manage the full accounts receivable cycle, including invoicing, payment processing, account reconciliation, and follow-up collections.
  
• Handle customer inquiries and resolve payment discrepancies to maintain positive client relationships.
  
• Oversee accounts payable functions, ensuring accurate and timely processing of vendor invoices, payments, and purchase orders.
  
• Maintain accurate financial records and support month-end close activities, including reporting and reconciliations.
  
• Collaborate with internal teams and external vendors to address inquiries and maintain strong working relationships.
• Support audit and compliance efforts, including preparation of SOX documentation and audit requests.
  
• Issue 1099s and assist with related year-end reporting tasks. Assist in ad hoc projects in relation to month-end, quarter-end, or year-end processes and procedures
  
• 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: 

• Bachelor’s degree in Accounting or Finance required
  
• 2-3 years of Accounts Receivable experience
  
• Knowledgeable regarding SOX and interactions with external auditors.
  
• Previous experience working in a high growth company environment preferred
  
• Ability to execute in a dynamic and demanding environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills.
  
• Demonstrate initiative, work well under pressure, highly detail oriented, self-motivated with the ability to follow through and implement process improvement.
  
• Have a high degree of organization, accuracy, and attention to detail.
  
• Excellent interpersonal skills and a collaborative management style.
  
• Strong skills with Microsoft Office software tools, excellent technology, analytical, and communication skills with emphasis on professional business writing skills.
  

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
    

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